Zen Wealth Management Services PMS strategies
Zen Wealth Management Services runs 3 portfolio management strategies listed with APMI, managing ₹522 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 |
|---|---|---|---|---|---|---|---|---|
| Multicap Strategy | Equity | SATISH KANTHETI | ₹276 Cr | +9.42% | +0.22 pts | — | ₹50 Lakhs | Sep 2026 |
| Emerging Opportunities Strategy | Equity | SATISH KANTHETI | ₹191 Cr | +12.57% | +3.37 pts | — | ₹50 Lakhs | Sep 2026 |
| Focused Strategy | Equity | SATISH KANTHETI | ₹55.13 Cr | — | — | See strategy | ₹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.
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