Wealthbridge Capital Advisors Private Limited • Equity
Equity Focused Discretionary PMS is an equity portfolio management service (PMS) strategy run by Wealthbridge Capital Advisors Private Limited, launched on 25 Sep 2016. As of 30 Sep 2026, it manages ₹74.5 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.86% over 1 year, +3.64% over 3 years and +17.11% over 5 years (+14.29% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 5.57 percentage points behind of its benchmark. Its 3-year return ranks 432nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by VIVEK BHARGAVA.
Ranked nearby on 3-year return: Axis Retirement Portfolio (+3.89%), Money Multiplier (+3.81%), Centrum Deep Value Multibagger NRI. (+3.58%), Alpha Star (+3.48%).
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 | -3.01% |
| 3 Months | +3.07% |
| 1 Year | +11.86% |
| 3 Years | +3.64% |
| 5 Years | +17.11% |
| Since Inception | +14.29% |
| management fee | Fixed Fees: NAV less than 5 crore - 0.9% p.a. NAV greater than/equal to Rs. 5 crore but less than 10 crore - 0.7% p.a. NAV greater than/equal to Rs. 10 crore - 0.5% p.a. |
| performance fee | Variable Fees: Not applicable |
| exit load | Not applicable |
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 callEquity Focused Discretionary PMS has a 1-year return of +11.86%, a 3-year return of +3.64%, a 5-year return of +17.11% and +14.29% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Equity Focused Discretionary PMS returned +17.11% against +8.91% for the BSE 500 TRI, 8.20 percentage points ahead. Over 3 years it returned +3.64% against +9.21%; Over 1 year it returned +11.86% 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, Equity Focused Discretionary PMS's 3-year return of +3.64% ranks 432nd as of 30 Sep 2026.
Equity Focused Discretionary PMS is managed by VIVEK BHARGAVA at Wealthbridge Capital Advisors. The strategy manages ₹74.5 Cr of client assets as of 30 Sep 2026.
Equity Focused Discretionary PMS manages ₹74.5 Cr of client assets as of 30 Sep 2026.
The fee structure for Equity Focused Discretionary PMS includes: management fee: Fixed Fees: NAV less than 5 crore - 0.9% p.a. NAV greater than/equal to Rs. 5 crore but less than 10 crore - 0.7% p.a. NAV greater than/equal to Rs. 10 crore - 0.5% p.a.; performance fee: Variable Fees: Not applicable; exit load: Not applicable.
The minimum investment for Equity Focused Discretionary PMS is ₹50 Lakhs.
Equity Focused Discretionary PMS was launched on 25 Sep 2016. It has a 10-year track record.
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