Arthya Wealth And Investments Private Limited • Equity
ARTHYA Core Portfolio is an equity portfolio management service (PMS) strategy run by Arthya Wealth And Investments Private Limited, launched on 5 Jun 2024. As of 30 Sep 2026, it is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Prateek Dhoot.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| management fee | Fixed Fees: AMC Charge - 2% |
| performance fee | Variable Fees: AMC - 0%-1.5% Hurdle - 12 % Profit Sharing - 15% |
| exit load | 1st Year - 2% 2nd Year - 1 % 3rd Year - 0% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callARTHYA Core Portfolio is managed by Prateek Dhoot at Arthya Wealth And Investments.
The fee structure for ARTHYA Core Portfolio includes: management fee: Fixed Fees: AMC Charge - 2%; performance fee: Variable Fees: AMC - 0%-1.5% Hurdle - 12 % Profit Sharing - 15%; exit load: 1st Year - 2% 2nd Year - 1 % 3rd Year - 0%.
The minimum investment for ARTHYA Core Portfolio is ₹50 Lakhs.
ARTHYA Core Portfolio was launched on 5 Jun 2024. It has a 2-year track record.
Description
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