Finwizard Technology PMS strategies
Finwizard Technology runs 3 portfolio management strategies listed with APMI, managing ₹425 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 |
|---|---|---|---|---|---|---|---|---|
| WealthEdge | — | Nirav Karkera | ₹166 Cr | — | — | up to 1.5% fixed or up to 1% + 10% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Fisdom Custom Edge | Multi Asset | — | ₹138 Cr | — | — | — | ₹50 Lakhs | — |
| Fisdom Wealth Edge | Equity | — | ₹121 Cr | — | — | up to 1.5% fixed or up to 1% + 10% of profits over 10% | ₹50 Lakhs | — |
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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