R. Wadiwala Securities PMS strategies
R. Wadiwala Securities runs 5 portfolio management strategies listed with APMI, managing ₹70.37 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 |
|---|---|---|---|---|---|---|---|---|
| NS Multicap Advised Model Portfolio - PMS-Shreyas PMS | Equity | NAINISH J. WADIWALA | ₹44.42 Cr | +6.49% | -1.53 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| R Wadiwala Ethical Portfolio - PMS | Equity | NAINISH J. WADIWALA | ₹12.97 Cr | +5.89% | -2.13 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| R. Wadiwala Ingenious Equity Portfolio-Ingenious | Equity | NAINISH J. WADIWALA | ₹9.48 Cr | — | — | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| R Wadiwala Agile PE Ratio Portfolio - Master | Equity | NAINISH J. WADIWALA | ₹3.5 Cr | +8.48% | +0.46 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| R. Wadiwala Agile PE Ratio Portfolio-Master-New | Equity | — | — | +10.45% | — | — | ₹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.
Talk to a SEBI-registered adviser about PMS