Way2Wealth Brokers Private Limited — PMS strategies

Way2Wealth Brokers Private Limited is a SEBI-registered portfolio manager running 9 strategies in our tracker, holding ₹16 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 9 strategies from Way2Wealth Brokers Private Limited

• WEALTH FOCUS AXIS₹9 CrAUM12.9%3Y
• WEALTH FLEXI FUND₹4 CrAUM9.5%3Y
• WEALTH WEAVER GROWTH PORTFOLIO AXIS₹1 CrAUM5.0%3Y
• NON DISCRETIONARY PMS AXIS₹1 CrAUM-2.1%3Y
• WEALTH OPTIMISER AGGRESIVE GROWTH AXIS₹1 CrAUM-0.8%3Y
• WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1₹1 CrAUM0.8%3Y
• WEALTH FOCUS₹0 CrAUM5.1%3Y
• WEALTH DOMINION₹0 CrAUM10.9%3Y
• WEALTH SPIRAL ( DYNAMIC SCHEME) 2₹0 CrAUM-5.1%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.