R. Wadiwala Securities Private Limited — PMS strategies
R. Wadiwala Securities Private Limited is a SEBI-registered portfolio manager running 4 strategies in our tracker, holding ₹75 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.
All 4 strategies from R. Wadiwala Securities Private Limited
- NS Multicap Advised Model Portfolio - PMS-Shreyas PMS₹48 CrAUM8.6%3Y
- R Wadiwala Ethical Portfolio - PMS₹13 CrAUM7.5%3Y
- R. Wadiwala Ingenious Equity Portfolio-Ingenious₹10 CrAUM0.0%3Y
- R Wadiwala Agile PE Ratio Portfolio - Master₹4 CrAUM9.3%3Y
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.