Zen Wealth Management Services Ltd • Equity
Emerging Opportunities Strategy is an equity portfolio management service (PMS) strategy run by Zen Wealth Management Services Ltd, launched on 13 Nov 2020. As of 30 Sep 2026, it manages ₹191 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.54% over 1 year, +12.57% over 3 years and +22.02% over 5 years (+36.11% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.37 percentage points ahead of its benchmark. Its 3-year return ranks 187th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by SATISH KANTHETI.
Ranked nearby on 3-year return: Emkays Alpha (+12.63%), Ace Blue-chip (+12.58%), Purnartha Pratham (+12.54%), dezerv. Alpha Equity Strategy (+12.52%).
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 | -3.66% |
| 3 Months | +1.86% |
| 1 Year | +5.54% |
| 3 Years | +12.57% |
| 5 Years | +22.02% |
| Since Inception | +36.11% |
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 callEmerging Opportunities Strategy has a 1-year return of +5.54%, a 3-year return of +12.57%, a 5-year return of +22.02% and +36.11% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Emerging Opportunities Strategy returned +22.02% against +8.91% for the BSE 500 TRI, 13.11 percentage points ahead. Over 3 years it returned +12.57% against +9.20%; Over 1 year it returned +5.54% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Emerging Opportunities Strategy's 3-year return of +12.57% ranks 187th as of 30 Sep 2026.
Emerging Opportunities Strategy is managed by SATISH KANTHETI at Zen Wealth Management Services. The strategy manages ₹191 Cr of client assets as of 30 Sep 2026.
Emerging Opportunities Strategy manages ₹191 Cr of client assets as of 30 Sep 2026.
The minimum investment for Emerging Opportunities Strategy is ₹50 Lakhs.
Emerging Opportunities Strategy was launched on 13 Nov 2020. It has a 5-year track record.
Description
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