Ionic Allocate Portfolio-Aggressive
Ionic Yield Enhancer Strategy
Ionic Allocate Portfolio-Moderate
Ionic Allocate Portfolio-Equity
IONIC VANTAGE PORTFOLIO
Ionic Liquid Approach STP
© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −4.8% | −5.6% | +0.8% |
| 3 Months | −5.8% | −3.6% | −2.2% |
| 6 Months | +6.2% | +8.1% | −1.9% |
| 1 Year | −7.0% | −2.3% | −4.7% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | −3.4% | +11.7% | −15.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 7-month window · Source: Computed from NAV history
Maximum drawdown: 21.5%
Angel One’s story and investment philosophy are on the Angel One firm page.
Dinesh Thakkar
Chairman & Managing Director
The main aspect that led Mr Dinesh Thakkar to start this business house was the lack of ethics and transparency in this industry. So he wanted to build a firm, which would be totally transparent, technology-lead and customer-friendly. This led the way for Angel One, now, one of the leading stock-broking and wealth management companies in India. He is also on the board of Angel Fincap Pvt Ltd., Angel Insurance Brokers & Advisors Pvt Ltd., Mimansa Software Systems Pvt Ltd. and Angel Wellness Pvt Ltd.
Ambarish Kenghe
Group Chief Executive Officer
Amit Majumdar
Group Chief Strategy Officer
Vineet Agrawal
Group Chief Financial Officer
Subhash Menon
Group Chief Human Resources Officer
Ravish Sinha
Group Chief Product and Technology Officer
Ankit Rastogi
Chief Product Officer
Bhavin Parekh
Chief Product Operations Officer
Saurabh Agarwal
Chief Business Officer - New Business
Nishant Jain
Chief Business Officer - Assisted Business
Arief Mohamad
Chief Business Officer - Direct Business
Meenal Maheshwari Shah
Group General Counsel
Manmohan Singh
Group Chief Risk Officer
Manoj Agarwal
Group Chief Compliance Officer
Sridhar Govardhan
Group Chief Information Security Officer
Rohit Chatter
Chief Data Officer
Muralidharan Ramachandran
Lead Independent Director
Krishna Iyer
Non-Executive Director
Mala Todarwal
Women Independent Director
Kalyan Prasath
Non-Executive Independent Director
Krishnaswamy Arabadi Sridhar
Non-Executive Independent Director
Arunkumar Nerur Thiagarajan
Non-Executive Independent Director
Dharmendra Jain
Executive Director
Dharmendra brings over two decades of experience, with more than 16 years in wealth and asset management. He is the entrepreneurial force behind Angel One Wealth, a tech-led, omnichannel platform serving India's emerging and ultra-HNI clients. Having previously led Investment Products and Solutions at Kotak Private, he blends deep product expertise with a sharp read on evolving client needs. A Chartered Accountant and Commerce graduate from St. Xavier's College, Kolkata, he leads the firm with vision and rigour.
Gaurav Aggarwal
Lead-Investment Strategy
With over 6 years of experience in Investment Advisory, Fund Management, and Product Advisory, Gaurav is an expert in the field. His strong academic credentials, including an MBA from IIM Indore and a CFA charter, bolster his quantitative and portfolio management skills. Gaurav's expertise and insight enable the firm to provide ideal solutions for its clients.
Yajash Mehta
Principal Officer (PMS)
Yajash brings over 8 years of experience successfully running an NDPMS. A Chartered Accountant, Company Secretary, and CFA charterholder, Yajash's financial expertise brings immense value to the team. His deep understanding of wealth management and risk assessment enables him to excel as a dealer, ensuring seamless execution for the firm's clients.
Nipun Doshi
Compliance Officer
Nipun is a seasoned Compliance Officer with over 17 years of extensive experience in Wealth & Asset Management Compliance. A qualified Company Secretary, Nipun's background allows him to navigate complex compliance landscapes. He ensures that the firm operates with the highest levels of integrity and accountability.
Harsh Gupta Madhusudan
Equity Strategist
With over 11 years of experience as a Consultant, CIO, and Director, Harsh is a seasoned equity strategist. An Economics graduate from Dartmouth, with an MBA from INSEAD, as well as CFA and FRM charters, his thought leadership, including authoring Prime Minister-endorsed books, empowers the firm with deep strategic insights.
Ankita Pathak
Multi-Asset Macro Strategist
Ankita brings 7 years of experience as an economist and product manager, with expertise in macro and multi-asset strategies. Holding an MSc in Economics from University of Warwick and an MBA from INSEAD & Wharton, her strong academic foundation fuels her ability to craft strategic, market-driven solutions that enhance the firm's product offerings.
Piyush Thakkar
Fixed Income & RE Specialist
Registration No
INP000009117
Inflow
₹0.00 Cr
Outflow
₹7.83 Cr
Net
₹-7.83 Cr
Not reported — complaint data for this strategy isn't available yet.
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