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 ₹951 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 11 strategies from Wealth Managers (India) Pvt. Ltd.
- Optimiser Portfolio₹231 CrAUM23.2%3Y
- Select Direct Asset Allocation PortfolioHybrid₹207 CrAUM9.7%3Y
- Non Discretionary PMS₹170 CrAUM8.9%3Y
- Select Direct Growth Portfolio₹135 CrAUM17.1%3Y
- Focused Leadership Portfolio₹134 CrAUM12.9%3Y
- Select Large Cap Portfolio₹27 CrAUM—3Y
- Sensex Plus Portfolio₹19 CrAUM—3Y
- Optimiser Mid & small Cap₹18 CrAUM27.8%3Y
- Smart Beta Portfolio₹4 CrAUM—3Y
- Optimiser Small Cap₹3 CrAUM32.2%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 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.