Wealth Managers (India) Pvt. Ltd. — PMS strategies
Wealth Managers (India) Pvt. Ltd. is a SEBI-registered portfolio manager running 11 strategies in our tracker, holding ₹952 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 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 Wealth Managers (India) Pvt. Ltd.
- Optimiser Portfolio₹222 CrAUM15.6%3Y
- Select Direct Asset Allocation PortfolioHybrid₹205 CrAUM8.4%3Y
- Non Discretionary PMS₹169 CrAUM7.7%3Y
- Focused Leadership Portfolio₹142 CrAUM12.9%3Y
- Select Direct Growth Portfolio₹139 CrAUM14.2%3Y
- Select Large Cap Portfolio₹26 CrAUM—3Y
- Optimiser Mid & small Cap₹21 CrAUM16.7%3Y
- Sensex Plus Portfolio₹17 CrAUM—3Y
- Smart Beta Portfolio₹4 CrAUM—3Y
- Optimiser Small Cap₹3 CrAUM22.5%3Y
- Real Assets PortfolioHybrid₹2 CrAUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 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.