Wealth Managers PMS strategies
Wealth Managers runs 12 portfolio management strategies listed with APMI, managing ₹837 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 |
|---|---|---|---|---|---|---|---|---|
| Optimiser Portfolio | Equity | Mandar Bagul | ₹222 Cr | +15.63% | +9.57 pts | — | ₹50 Lakhs | Sep 2026 |
| Select Direct Asset Allocation Portfolio | Hybrid | — | ₹202 Cr | +9.99% | — | — | ₹50 Lakhs | — |
| Focused Leadership Portfolio | Equity | Mayur Parkeria | ₹142 Cr | +12.86% | +6.80 pts | — | ₹50 Lakhs | Sep 2026 |
| Select Direct Growth Portfolio | Equity | Mandar Bagul | ₹139 Cr | +14.21% | +8.15 pts | — | ₹50 Lakhs | Sep 2026 |
| Moat Portfolio | Equity | — | ₹56.58 Cr | +19.70% | — | — | ₹50 Lakhs | — |
| Select Large Cap Portfolio | Equity | Mandar Bagul | ₹26.24 Cr | — | — | up to 2.5% fixed | ₹50 Lakhs | Sep 2026 |
| Optimiser Mid & small Cap | Equity | Mandar Bagul | ₹21.33 Cr | +16.66% | +10.60 pts | — | ₹50 Lakhs | Sep 2026 |
| Sensex Plus Portfolio | Equity | Mandar Bagul | ₹16.86 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Smart Beta Portfolio | Equity | Mandar Bagul | ₹4.29 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Optimiser Small Cap | Equity | Mandar Bagul | ₹3.47 Cr | +22.47% | +16.41 pts | — | ₹50 Lakhs | Sep 2026 |
| Real Assets Portfolio | Hybrid | — | ₹1.96 Cr | — | — | — | ₹50 Lakhs | — |
| Liquidity Portfolio | Debt | — | ₹0.43 Cr | — | — | — | ₹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