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Concept Investwell Private Limited — PMS strategies

Concept Investwell Private Limited is a SEBI-registered portfolio manager running 8 strategies in our tracker, holding ₹53 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

Strategies
8
Aggregate AUM
₹53 Cr
Best 3Y return
9.8%
Minimum
₹50 lakh

All 8 strategies from Concept Investwell Private Limited

Compare against other managersBrowse all PMS strategies A–Z

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 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.

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