Way2Wealth Brokers PMS strategies
Way2Wealth Brokers runs 13 portfolio management strategies listed with APMI, managing ₹33.82 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 |
|---|---|---|---|---|---|---|---|---|
| Wealth Optimiser (Aggressive Growth) | Equity | — | ₹18.77 Cr | +59.01% | — | — | ₹50 Lakhs | — |
| Wealth Focus AXIS | Equity | Siddhant Arun Punjabi | ₹5.9 Cr | +10.43% | +5.61 pts | — | ₹50 Lakhs | Sep 2026 |
| Kalpavruksha Moderate Scheme | Hybrid | — | ₹4.51 Cr | +13.16% | — | — | ₹50 Lakhs | — |
| Wealth Weaver Growth Portfolio AXIS | Equity | Siddhant Arun Punjabi | ₹0.86 Cr | +2.29% | -2.53 pts | — | ₹50 Lakhs | Sep 2026 |
| Wealth Spiral Dynamic Portfolio AXIS | Equity | — | ₹0.83 Cr | +27.36% | — | — | ₹50 Lakhs | — |
| Kalpavruksha Ultra Conservative Scheme | Hybrid | — | ₹0.68 Cr | +6.92% | — | — | ₹50 Lakhs | — |
| Wealth Optimiser Aggresive Growth AXIS | Equity | Siddhant Arun Punjabi | ₹0.64 Cr | -3.82% | -8.64 pts | — | ₹50 Lakhs | Sep 2026 |
| Wealth Optimiser ( Aggressive Scheme)1 | Equity | Siddhant Arun Punjabi | ₹0.51 Cr | -1.82% | -6.64 pts | — | ₹50 Lakhs | Sep 2026 |
| Wealth Dominion | Equity | — | ₹0.49 Cr | +15.43% | — | — | ₹50 Lakhs | — |
| Wealth Focus | Equity | Siddhant Arun Punjabi | ₹0.34 Cr | +5.88% | — | — | ₹50 Lakhs | — |
| Wealth Weaver (Growth Portfolio) | Equity | — | ₹0.17 Cr | +18.70% | — | — | ₹50 Lakhs | — |
| Wealth Spiral ( Dynamic Scheme) 2 | Equity | Siddhant Arun Punjabi | ₹0.1 Cr | -9.10% | -13.92 pts | — | ₹50 Lakhs | Sep 2026 |
| Wealth Flexi Fund | Equity | Siddhant Arun Punjabi | ₹0.02 Cr | -80.60% | -85.42 pts | — | ₹50 Lakhs | Sep 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. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS