© 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 | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 Month | −3.2% | −2.6% | −0.6% |
| 3 Months | −0.7% | −0.8% | 0.0% |
| 6 Months | +6.9% | +6.5% | +0.4% |
| 1 Year | 0.0% | +3.1% | −3.1% |
|---|
| 2 Years | 0.0% | +2.9% | −2.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.8% | −9.8% |
|---|
| 4 Years (CAGR) | 0.0% | +10.1% | −10.1% |
|---|
| 5 Years (CAGR) | 0.0% | +8.8% | −8.8% |
|---|
| Since launch | +0.5% | +10.1% | −9.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 11-month window · Source: Computed from NAV history
Maximum drawdown: 7.0%
Avendus Wealth Management’s story and investment philosophy are on the Avendus Wealth Management firm page.
Umang Papneja
Executive Vice Chairman & CEO, Avendus Wealth Management
With over two decades of experience across private banking and wealth management, Umang leads the seasoned wealth team at Avendus. He leverages the full Avendus platform to provide clients with holistic advice tailored to their needs. Umang was most recently CEO of Julius Baer India, where he led the expansion of its onshore franchise. Prior to that, he spent over a decade as CIO at IIFL Wealth (now 360 ONE), steering investment strategy across asset classes. He holds a Master of Management Studies (MMS) in Finance from Jamnalal Bajaj Institute of Management Studies.
Pavan Manghnani
Head, Strategy, Avendus Wealth Management
Dhruv Muni
Chief Operating Officer, Avendus Wealth Management
Shravan Sreenivasula
Head, Investment Solutions, Avendus Wealth Management
Swagatam Biswas
Head, Public Equities, Avendus Wealth Management
Ashvini Chopra
Head, Family Office Solutions, Avendus Wealth Management
Swati Singh
Head, Fixed Income, Avendus Wealth Management
Registration No
INP000005257
Fund Manager
Mr.SHRAVAN Test SREENIVASULA
Principal Officer
Mr.SHRAVAN Test SREENIVASULA
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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