AIALPHA Financial Advisory Services PMS strategies

AIALPHA Financial Advisory Services runs 2 portfolio management strategies listed with APMI, managing โ‚น31.82 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

2 PMS strategies by AIALPHA Financial Advisory Services, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
AIAlpha Bluechip Equity PortfolioEquitySatish Nedumattummal Rajanโ‚น22.56 Crโ€”โ€”up to 2.5% fixed, or a variable plan (see strategy)โ‚น50 LakhsSep 2026
AIAlpha Dynamic Equity PortfolioEquitySatish Nedumattummal Rajanโ‚น9.26 Crโ€”โ€”up to 2.5% fixed, or a variable plan (see strategy)โ‚น50 LakhsSep 2026

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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