Upachaya Wealth Advisors PMS strategies
Upachaya Wealth Advisors runs 3 portfolio management strategies listed with APMI, managing โน1 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 |
|---|---|---|---|---|---|---|---|---|
| Nobias BFSI Growth Strategy | โ | Anup Kumar Agarwal | โน0.55 Cr | โ | โ | โ | โน50 Lakhs | Aug 2026 |
| Nobias Beyond 300 Strategy | โ | Anup Kumar Agarwal | โน0.3 Cr | โ | โ | โ | โน50 Lakhs | Aug 2026 |
| NoBias Flexicap Strategy | โ | Anup Kumar Agarwal | โน0.15 Cr | โ | โ | โ | โน50 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. "โ" means the figure isn't reported. Past returns don't predict future returns.
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