© 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 2 | Difference |
|---|---|---|---|
| 1 Month | −3.1% | −2.9% | −0.3% |
| 3 Months | −1.5% | −1.2% | −0.3% |
| 6 Months | +14.9% | +6.2% |
| +8.7% |
| 1 Year | 0.0% | +2.2% | −2.2% |
|---|
| 2 Years | 0.0% | +2.4% | −2.4% |
|---|
| 3 Years (CAGR) | 0.0% | +9.6% | −9.6% |
|---|
| 4 Years (CAGR) | 0.0% | +9.9% | −9.9% |
|---|
| 5 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| Since launch | +14.7% | +10.5% | +4.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 7-month window · Source: Computed from NAV history
Maximum drawdown: 3.1%
InvesQ Investment Managers’s story and investment philosophy are on the InvesQ Investment Managers firm page.
Siddharth Purohit
Fund managerFund Manager & Principal Officer
PGDBM in Finance with over 15 years of experience in Equity Research. He has tracked multiple sectors and developed strong bottom-up stock picking capabilities across sectors. Previously associated with SMC Global Securities and Angel Broking.
Aashish Upganlawar
Fund managerPartner & Fund Manager
Chartered Accountant with over 19 years of experience in Equity Fund Management and Institutional Equity Research. Has worked with leading mutual funds, insurance companies, and portfolio management firms, advising domestic and foreign institutional investors.
Shital Mane
Director – IT and Compliance
Engineering graduate in Computer Science with 14 years of experience at technology companies including Cognizant Technology Services and Mindtree. She oversees compliance and technology functions at InvesQ and brings strong analytical expertise.
Rohitkumar Gajbhiye
Compliance Officer
Leads compliance, operations, and client data management at InvesQ. Instrumental in establishing robust processes and systems with strong analytical and problem-solving capabilities.
Registration No
INP000008507
Fund Manager
Mr.Aashish Jayant Upganlawar
Principal Officer
Mr.Aashish Jayant Upganlawar
Inflow
₹6.57 Cr
Outflow
₹0.00 Cr
Net
₹6.57 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss INVESQ OPTIMISER PORTFOLIO — share your research, ask questions, or compare notes with other investors.