A New Perspective on Investment Management
Wave Asset Private Limited is a SEBI-registered Portfolio Management Services (PMS) firm based in Mumbai. The firm manages investments for high-net-worth individuals (HNIs), family offices, and non-resident Indians (NRIs), offering tailored solutions with a sharp focus on performance, integrity, and long-term value creation. The firm is led by its founders, Ashwin Agarwal and Rohan Agarwal, whose multi-decade experience across market cycles shapes its investment philosophy. Their expertise allows the firm to navigate volatility with discipline and conviction.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
WAVE Pure Alpha
WAVE Bloom
Ashwin Agarwal
Director
CFA
Ashwin serves as the Principal Officer of Wave Asset PMS and manages the Bloom strategy. Previously, he worked as a PMS Fund Manager at Newberry Capital. With over 14 years of experience in asset management and equity research, Ashwin brings extensive expertise in capital markets and a strong commitment to delivering exceptional investment solutions to Wave's clients. He holds the CFA charter from the CFA Institute, USA, and earned a Bachelor's degree in Economics and Telecommunications from Indiana University, USA.
Rohan Agarwal
Director
Rohan is the fund manager for the Pure Alpha strategy and has 15+ years of experience in capital markets, covering asset management, financial advisory, and M&A. He is also the co-founder of Moneyjar, an innovative investment platform, and was previously registered with SEBI as an Investment Adviser. Aside from bottom-up stock picking, Rohan brings a sharp focus on macro trends and asset allocation frameworks to Wave. He holds a B.A. in Economics and an M.S. in Finance from the University of Illinois at Urbana-Champaign (UIUC), USA.
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.
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