Barclays Securities (India) Private Limited • Equity
Barclays Wealth Creator is an equity portfolio management service (PMS) strategy run by Barclays Securities (India) Private Limited, launched on 11 Aug 2010. As of 30 Sep 2026, it manages ₹57.92 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -4.33% over 1 year, +4.57% over 3 years and +2.40% over 5 years (+10.56% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.49 percentage points behind of its benchmark. Its 3-year return ranks 178th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Azeem Ahmad.
Ranked nearby on 3-year return: ASK Specialised Portfolio (+4.66%), Core Equity Portfolio (+4.66%), Core Equity Portfolio STP (+4.49%), Top 200 Core Equity Portfolio STP (+4.45%).
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.
| Period | Return |
|---|---|
| 1 Month | -3.87% |
| 3 Months | -2.98% |
| 1 Year | -4.33% |
| 3 Years | +4.57% |
| 5 Years | +2.40% |
| Since Inception | +10.56% |
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 callBarclays Wealth Creator has a 1-year return of -4.33%, a 3-year return of +4.57%, a 5-year return of +2.40% and +10.56% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Barclays Wealth Creator returned +2.40% against +6.37% for the Nifty 50 TRI, 3.97 percentage points behind. Over 3 years it returned +4.57% against +6.06%; Over 1 year it returned -4.33% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Barclays Wealth Creator's 3-year return of +4.57% ranks 178th as of 30 Sep 2026.
Barclays Wealth Creator is managed by Azeem Ahmad at Barclays Securities. The strategy manages ₹57.92 Cr of client assets as of 30 Sep 2026.
Barclays Wealth Creator manages ₹57.92 Cr of client assets as of 30 Sep 2026.
The minimum investment for Barclays Wealth Creator is ₹50 Lakhs.
Barclays Wealth Creator was launched on 11 Aug 2010. It has a 16-year track record.
Description
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