About Company
Negen Capital Services Pvt Ltd
Negen Capital PMS was launched in November 2017. Negen is predominantly a small cap and midcap focused pms with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs and has reached the AUM INR 500 Cr. as on April 2023, having a post fee 3 years CAGR of 56%+. The objective of Negen Capital Special Situations PMS is to create consistent profits for clients in all market conditions, through values of professionalism, transparency, and safety.
Investment Structure
Opportunities for Negen Tech To invest in the firm as a single entity, Angel Fund secretly combines the money from angel investors. The startup issues shares to the angel fund once it has invested money in it, and the fund then issues units to the investors. As a result, the Angel fund, not the individual investors or body corporates, has a direct stake in the firm.
After our due diligence and grasping the company strategy, we will share 10 to 15 projects annually with investors. All of the fund’s investors will be given access to the pitch deck, and they will then be able to choose based on what they know about the firm. After the investment, we’ll give you frequent information on important company developments and financial measures. All investors get frequent unit statements from us and an annual report on the worth of their interests.
Minimum Investment
The minimum investment amount required by an angel fund is INR 25 lakh, which can be invested over five years. Your investment amount may be allocated any way you want throughout the course of these five years. For example, you might invest INR 25 lakhs in one company or INR 1 lakhs in each of more than 25 businesses. You have complete discretion as a customer. You can opt-out of some transactions and participate in those you are interested in.
Fee Structure
The fee structure comprises 3 components –
- Fixed fees for the investment management of 29,500 rupees. The fee covers the fund’s costs for doing startup transaction due diligence, pitching opportunities to investors, and other associated paperwork. Investment in the unlisted environment necessitates significant legal and administrative paperwork. The amount you invest has no bearing on the yearly cost. The yearly cost will be the same whether you invest 1 lac or 50 lac (for illustration purposes). At the time of onboarding, it must be deposited.
- Carry or profit-sharing between 8% and 15%. This charge will only be applied during a successful departure. For each transaction proposed to you as an investor, you will be given a certain Carry % specified in the scheme document at the time of investing.
- Investment Management at the deal level of 1% or less in fees on the investment amount. This fee will only be applied deal per deal and disclosed as Negen presents an investment opportunity. The pricing as mentioned above structure is subject to change in due course.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Neil Bahal
Negen Capital was founded by ‘Neil Bahal’ in June 2007. Negen Capital has vast exposure to Capital Market dealings, and Directors of Negen Capital have been investors for more than 2 decades and have good experience in research and analytical processes. Negen Capital started as a sub-broker to provide securities dealing services to retail clients. Negen Capital forayed into Portfolio Management Services (SEBI registration: INP000005414) in 2017. In December 2021 CRISIL and PMS Bazaar awarded Negen Capital PMS with a 5-star rating in the multi-cap category based on an independent market study. Negen Capital follows a focused investment strategy on Special Situations & Technology Investments.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.