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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 | −6.3% | −5.6% | −0.7% |
| 3 Months | −4.5% | −3.6% | −0.9% |
| 6 Months | +5.9% | +8.1% | −2.1% |
| 1 Year | −12.1% | −2.3% | −9.8% |
|---|
| 2 Years | −11.7% | −3.9% | −7.7% |
|---|
| 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 | +3.0% | +11.7% | −8.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 35-month window · Source: Computed from NAV history
Maximum drawdown: 32.2%
Concept Investwell’s story and investment philosophy are on the Concept Investwell firm page.
Siddharth Mandalaywala
Fund managerSenior Vice President & Fund Manager
Siddharth Mandalaywala manages the Legend and Marvel PMS strategies. He has 15+ years of experience in Indian capital markets and holds an MBA in Finance. His expertise includes fundamental research, macroeconomic analysis, and equity portfolio management.
Hemant Desai
Promoter, Chairman and Managing Director
Academically, he has done his Graduation in Economics and Post-graduation in Business Management with specialization Finance. These qualifications are combined with the long rich experience of 50+ years in Banking, Management Consultancy, Real Estate and more than 27 years in Capital Market. Mr. Hemant Desai is the fund manager of our "AI Dynamic" PMS plan. He has attended numbers of academic programmes including Global Advanced Management Development programme of ISB – Kellogg. He has served on Boards of ANMI, BSE Brokers Forum and is Managing Committee member of Chamber of Commerce for over 34 years. He is Founder Trustee of Shree Goverdhan Trust.
Shaival Desai
Director
Shaival Desai is an MBA from Narsee Monjee Institute of Management, Mumbai. He is in business for 14 years. He is a Director of Company. His key roles are Fin Tech, HR and Digital Marketing.
Jenish Rana
Director
Mr. Jenish Rana is working with CONCEPT since 2014 and having experience of 9 years in capital market. MBA with specialization in Finance, He is designated as Wealth Manager in CONCEPT and leading marketing and sales team. He is managing Business Development for PMS and serving HNI/UHNI/Associate segments for Investments particularly. He is very passionate for the job and has commitment of continuity.
Sagar Desai
Executive Director
Sagar is currently serving as the Executive Director at Concept, where he oversees AI Dynamic Plan, Company's Strategic Initiatives, and Operations. Sagar holds bachelor's degree in Chemical Engineering and master's degree in Business Administration (MBA). Sagar is also CFA charter holder and CIPM charter holder. With over 15 years of experience in Finance and IT, he has worked with several multinational corporations including investment banks, and leading consulting firms and has served many global asset managers, hedge funds, private equity firms.
Bhavesh Rana
Wealth Manager
Mr. Bhavesh Rana is an MBA Finance with experience of more than 9 years in Capital Market and finance discipline. He has joined CONCEPT in 2014. As a Wealth Advisor in CONCEPT for Distribution of Investment Products, his role is to focus on Business Development in Mutual Fund, serving HNI/UHNI client segment for Investments particularly and other Investment products likes NCDs and Bonds.
Sachin Jain
Romil Savliya
Bhavin Bhagat
Jitesh Gandhi
Vansh Valani
Yash Singapuri
Avni Randeria
Krutika Patel
Priya Buddhadev
Avani Joshi
Manoj Shah
AdvisorTech Entrepreneur and Ace Investor
Registration No
INP000006323
Fund Manager
Mr.HEMANTKUMAR ISHWARLAL DESAI
Principal Officer
Mr.HEMANTKUMAR ISHWARLAL DESAI
Inflow
₹0.00 Cr
Outflow
₹0.55 Cr
Net
₹-0.55 Cr
Not reported — complaint data for this strategy isn't available yet.
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Milan Ganatra
AdvisorFinTech Entrepreneur and Ex-CEO Miles Software (EBIX)
Hiren Vepari
AdvisorEminent Chartered Accountant
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