Basant Maheshwari Wealth Advisers PMS strategies

Basant Maheshwari Wealth Advisers runs 2 portfolio management strategies listed with APMI, managing โ‚น217 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 Basant Maheshwari Wealth Advisers, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
BMW Multi Cap FundEquityBasant Maheshwariโ‚น193 Cr-1.63%-10.83 pts2% fixed or 20% of profits over 12%โ‚น50 LakhsSep 2026
BM Legacy BuildersEquityBasant Maheshwariโ‚น23.79 Crโ€”โ€”โ€”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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