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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 | −4.2% | −5.6% | +1.4% |
| 3 Months | −4.6% | −3.6% | −1.0% |
| 6 Months | +19.7% | +8.1% | +11.6% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 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 | −16.3% | +11.7% | −28.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 12-month window · Source: Computed from NAV history
Maximum drawdown: 30.8%
Jade Wealth Management’s story and investment philosophy are on the Jade Wealth Management firm page.
CA Siddharth Sanghvi
Fund managerFounder – Fund Manager & Partner
Mr. CA Siddharth Sanghvi is a Partner & Fund Manager at Jade Wealth Management LLP with over 6 years of experience across financial and capital markets. He is a Chartered Accountant (CA) and holds a Bachelor’s degree from R A Podar College, Mumbai. He has completed multiple levels of NISM certifications. He has 4 years of experience as Senior Investment Officer and 2 years in operations, worked closely with Motilal Oswal Financial Services Ltd as an AP, and serves as an Independent Director on the board of Sunrise Industrial Traders (NBFC). Coming from a strong family business background in capital markets, he follows a long-term wealth creation approach.
CA Alkesh Raheja
Founder – Partner
Mr. Alkesh Raheja brings over a decade of experience across financial and commercial markets. He is a Chartered Accountant (CA), holds a Bachelor’s degree from H.R. College, Mumbai, and an L.L.B. degree. He completed summer training at the University of California, Berkeley with specialization in Consumer Behaviour and International Business and has cleared multiple levels of NISM certifications. He began his career with Sunrise Industrial Traders as an Investment Officer and was later promoted to Chief Financial Officer (CFO). Belonging to the Raheja family business legacy of Raheja Stock Brokers, he blends traditional market wisdom with modern financial insights.
Mr. Rahuul Billala
Founder – Chief Investment Officer (CIO) & Partner
Mr. Rahuul Billala is the Chief Investment Officer (CIO) of Jade Wealth Management with over 9 years of experience across financial and commercial markets. He holds an MBA from NMIMS, Mumbai and a Bachelor’s degree from Sydenham College, Mumbai. He was honoured with the “Young Turks Business Leader Award” at the age of 25 and has completed multiple levels of NISM certifications. He served as an AP for Motilal Oswal Financial Services for over 3 years in BSE, NSE, and MCX, managed Equity and Research Desks, and worked at Sharekhan Securities in Equity and Derivatives. An astute small and midcap stock picker, he comes from a commodity business background linked to “Bilala Refineries.” He is also an entrepreneur in the travel and hospitality sector, founding “BookMyDestiny” and “Destiny Travels.”
Registration No
INP000009560
Fund Manager
Mr.Rahuul Mahavir Billala
Principal Officer
Mr.Rahuul Mahavir Billala
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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