Go Long Advisors – Portfolio Advisory Services (PAS) Plans

At Go Long Advisors, our philosophy is simple:
Your success drives our success.

Plan A – Performance Aligned Growth

(Available for portfolios starting ₹10 lacs and above)

• Hurdle Rate: 10% per annum

• Performance Fee: 20% on returns above the 10% hurdle rate

• High Water Mark: Maintained to ensure you only pay performance fees on new net highs

Other Professional Charges:None

Plan B – Premium AUM with Enhanced Hurdle

(Available for portfolios above ₹20 lacs)

• Hurdle Rate: 15% per annum

• Performance Fee: 15% on returns above the 15% hurdle rate

• Fixed Management Fee: 0.35% per annum on AUM, charged quarterly

• High Water Mark: Maintained to ensure fees are charged only on new net gains

What does this mean for you?
We only succeed when your portfolio grows beyond 10% annually. Any gains above this hurdle are shared—20% with us and 80% with you—while previous peaks are always accounted for through a high-water-mark mechanism.

What does this mean for you?
For larger portfolios, Plan B offers an optimized structure:

• A premium hurdle of 15% ensures you pay performance fees only when we exceed high-return benchmarks.

• A modest 0.35% annual management fee (charged quarterly) helps us deliver bespoke services, research, and continuous monitoring.

• You still benefit from the high-water-mark principle—protecting you from paying twice on the same gains.

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We offer carefully designed Portfolio Advisory Service (PAS) plans that align our incentives with yours. Our fee structures are performance‑linked, transparent, and built with a strong focus on wealth creation.