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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 | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −6.6% | −6.0% | −0.6% |
| 3 Months | −4.3% | −4.9% | +0.6% |
| 6 Months | +11.4% | +2.1% | +9.3% |
| 1 Year | +5.0% | −7.1% | +12.1% |
|---|
| 2 Years | −1.6% | −5.3% | +3.6% |
|---|
| 3 Years (CAGR) | 0.0% | +6.1% | −6.1% |
|---|
| 4 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| 5 Years (CAGR) | 0.0% | +6.4% | −6.4% |
|---|
| Since launch | +9.1% | +10.5% | −1.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 31-month window · Source: Computed from NAV history
Maximum drawdown: 23.7%
Wealth Managers India’s story and investment philosophy are on the Wealth Managers India firm page.
Mandar Bagul
Fund managerPrincipal Officer & Fund Manager
I don't predict markets. I study them, respect their patterns, and prepare for the moments when fear creates the best opportunities. That preparation is the edge.
Mayur Parkeria
Fund managerFund Manager, Focused Leadership Portfolio
Having experienced 5 cycles, my philosophy is centered around what not to do. Speculation is not merely based on time Horizon and position sizing, its also influenced by what process one follows before buying the stock. Finally at the heart of every investment decision, doing what is right by the client over long term is our key guiding principle.
Bharat Phatak
Director
Financial services veteran with more than 40 years of experience in investment advisory and wealth management.
Ajit Khasnis
Director
Chartered Accountant with over 35 years of experience across finance, taxation, and portfolio management.
Vedkumar Zirange
Associate Vice President & Compliance Officer
Atul Shinghal
Director
Digital banking pioneer since 2006 with experience building technology-led financial platforms focused on transparent wealth management.
Sanjiv Singhal
Director
Fintech and product leader with over two decades of experience building investment and digital financial solutions.
Ashok Kumar E. R.
Director
CXO with 25+ years in tech, fintech & philanthropy. Financial freedom advocate and endurance athlete.
Registration No
INP000001660
Fund Manager
Mr.Mandar Vishwas Bagul
Principal Officer
Mr.Mandar Vishwas Bagul
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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