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 ₹968 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 31 Jul 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₹232 CrAUM21.8%3Y
- Select Direct Asset Allocation PortfolioHybrid₹209 CrAUM9.4%3Y
- Non Discretionary PMS₹173 CrAUM8.8%3Y
- Select Direct Growth Portfolio₹140 CrAUM16.3%3Y
- Focused Leadership Portfolio₹138 CrAUM12.6%3Y
- Select Large Cap Portfolio₹28 CrAUM—3Y
- Optimiser Mid & small Cap₹20 CrAUM22.8%3Y
- Sensex Plus Portfolio₹19 CrAUM—3Y
- Smart Beta Portfolio₹5 CrAUM—3Y
- Optimiser Small Cap₹3 CrAUM24.4%3Y
- Real Assets PortfolioHybrid₹2 CrAUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 31 Jul 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.