Arthya Wealth And Investments Private Limited • Equity
Arthya Opportunities Portfolio is an equity portfolio management service (PMS) strategy run by Arthya Wealth And Investments Private Limited, launched on 6 May 2022. 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: AMC Charge: 2% |
| performance fee | Variable Fees: AMC: 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 Opportunities Portfolio is managed by Prateek Dhoot at Arthya Wealth And Investments.
The fee structure for Arthya Opportunities Portfolio includes: management fee: Fixed Fees: AMC Charge: 2%; performance fee: Variable Fees: AMC: 1.5% Hurdle: 12% Profit Sharing: 15%; exit load: 1st Year: 2% 2nd Year: 1% 3rd Year: 0%.
The minimum investment for Arthya Opportunities Portfolio is ₹50 Lakhs.
Arthya Opportunities Portfolio was launched on 6 May 2022. It has a 4-year track record.
Description
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