Arthya Wealth And Investments PMS strategies
Arthya Wealth And Investments runs 9 portfolio management strategies listed with APMI, managing ₹4.02 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Arthya Yield Plus Portfolio | Debt | — | ₹3.05 Cr | — | — | — | ₹50 Lakhs | — |
| Arthya Multi Asset Portfolio | Multi Asset | — | ₹0.97 Cr | +12.20% | — | — | ₹50 Lakhs | — |
| Arthya ALL-STAR Multi-Cap Shariah Portfolio | Equity | Prateek Dhoot | — | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| ARTHYA Core Portfolio | Equity | Prateek Dhoot | — | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Arthya Emerging Stars Portfolio | Equity | Prateek Dhoot | — | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| Arthya Growth Plus Portfolio | Equity | Prateek Dhoot | — | — | — | up to 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Arthya Leaders Portfolio | Equity | Prateek Dhoot | — | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| Arthya Multicap Portfolio | Equity | Prateek Dhoot | — | — | — | 2% fixed or 1.5% + 15% of profits over 12% | ₹50 Lakhs | Aug 2026 |
| Arthya Opportunities Portfolio | Equity | Prateek Dhoot | — | — | — | 2% fixed or 1.5% + 15% of profits over 12% | ₹50 Lakhs | Aug 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. "—" means the figure isn't reported. Past returns don't predict future returns.
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