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Creating a Fund Management Solution

Updated over 3 months ago

After registering as a Fund Manager, you can create funds and invite investors to participate. A helpful progress guide will walk you through the fund creation process, with green checkmarks appearing as you complete each step.

Step-by-Step Fund Creation Process

  1. Access Fund Management

    • Log in to your Client Portal

    • Navigate to the PAMM tab

  2. Initiate Fund Creation

    • Click "Create"

    • Select your preferred account type

    • Set a trading password, choose your leverage option, and click "Continue"

  3. Configure Fund Details

    • Create a professional fund name that will attract investors

    • Write a compelling description highlighting your trading experience and strategy

    • Click "Continue"

  4. Set Fund Parameters

    • Establish your High Water Mark (performance fee)

    • Define minimum and maximum investment limits

    • Click "Create a fund"

  5. Invite Investors

    • On the fund page, invite investors

    • Share your fund link, code, or QR code with potential investors

  6. Begin Trading

    • Once you've accepted join requests and gathered investors, you can start trading

    • All orders will be allocated across investments based on equity share

    • After the billing period, you'll earn performance fees from profitable investments, which will be credited to your Partner Wallet

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