Upachaya Wealth Advisors PMS strategies

Upachaya Wealth Advisors runs 3 portfolio management strategies listed with APMI, managing โ‚น1 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: August 2026 ยท Source: APMI ยท Updated

3 PMS strategies by Upachaya Wealth Advisors, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Nobias BFSI Growth Strategyโ€”Anup Kumar Agarwalโ‚น0.55 Crโ€”โ€”โ€”โ‚น50 LakhsAug 2026
Nobias Beyond 300 Strategyโ€”Anup Kumar Agarwalโ‚น0.3 Crโ€”โ€”โ€”โ‚น50 LakhsAug 2026
NoBias Flexicap Strategyโ€”Anup Kumar Agarwalโ‚น0.15 Crโ€”โ€”โ€”โ‚น50 LakhsAug 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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