Concept Investwell Private Limited — PMS strategies
Concept Investwell Private Limited is a SEBI-registered portfolio manager running 11 strategies in our tracker, holding ₹54 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 31 Jul 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 11 strategies from Concept Investwell Private Limited
- Concept Legend₹20 CrAUM5.6%3Y
- Concept Sepcial₹19 CrAUM9.9%3Y
- AI Dynamic₹3 CrAUM7.7%3Y
- CONCEPT MAGNUS₹3 CrAUM—3Y
- Concept Marvel₹3 CrAUM4.8%3Y
- Concept Legend Flexi₹2 CrAUM—3Y
- Legend Jain₹1 CrAUM7.4%3Y
- Concept Elegant₹1 CrAUM—3Y
- Concept Symphony₹1 CrAUM—3Y
- CONCEPT VALIUS₹0 CrAUM—3Y
- CONCEPT EFFICIO ETF ALLOCATOR₹0 CrAUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 31 Jul 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.