Concept Investwell Private Limited • Equity
Concept Symphony is an equity portfolio management service (PMS) strategy run by Concept Investwell Private Limited, launched on 23 Jun 2025. As of 30 Sep 2026, it manages ₹1.01 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.25% over 1 year (-1.71% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 2.08 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Hemantkumar Desai.
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 | -5.34% |
| 3 Months | -2.27% |
| 1 Year | -0.25% |
| Since Inception | -1.71% |
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 callConcept Symphony has a 1-year return of -0.25% and -1.71% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Concept Symphony returned -0.25% against -2.33% for the BSE 500 TRI, 2.08 percentage points ahead. Figures as of 30 Sep 2026.
Concept Symphony is managed by Hemantkumar Desai at Concept Investwell. The strategy manages ₹1.01 Cr of client assets as of 30 Sep 2026.
Concept Symphony manages ₹1.01 Cr of client assets as of 30 Sep 2026.
The minimum investment for Concept Symphony is ₹50 Lakhs.
Concept Symphony was launched on 23 Jun 2025. It has a 1-year track record.
Description
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