Arthya Wealth And Investments Private Limited • Equity
Arthya Leaders Portfolio is an equity portfolio management service (PMS) strategy run by Arthya Wealth And Investments Private Limited, launched on 3 Jul 2023. As of 30 Sep 2026, it is benchmarked against the Nifty 50 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: MANAGEMENT FEES - 0-2.50% |
| performance fee | Variable Fees: MANAGEMENT FEES - 0-2.50% PERFORMANCE FEES - 15% OVER 12% HURDLE |
| exit load | 1ST YEAR - 2% 2ND HEAR - 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 Leaders Portfolio is managed by Prateek Dhoot at Arthya Wealth And Investments.
The fee structure for Arthya Leaders Portfolio includes: management fee: Fixed Fees: MANAGEMENT FEES - 0-2.50%; performance fee: Variable Fees: MANAGEMENT FEES - 0-2.50% PERFORMANCE FEES - 15% OVER 12% HURDLE; exit load: 1ST YEAR - 2% 2ND HEAR - 1% 3RD YEAR - 0%.
The minimum investment for Arthya Leaders Portfolio is ₹50 Lakhs.
Arthya Leaders Portfolio was launched on 3 Jul 2023. It has a 3-year track record.
Description
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