Finwizard Technology Private Limited • Equity
Fisdom Wealth Edge is an equity portfolio management service (PMS) strategy run by Finwizard Technology Private Limited, launched on 20 Dec 2024. It manages ₹121 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +15.51% over 1 year (+9.10% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
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 | +8.72% |
| 3 Months | +3.30% |
| 1 Year | +15.51% |
| Since Inception | +9.10% |
| management fee | Fixed Fees: Fixed Fees: Upto 1.5% |
| performance fee | Variable Fees: Fixed: Upto 1% Hurdle: 10% Performance fee: 10% |
| exit load | 1st Year : 1% |
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 callFisdom Wealth Edge has a 1-year return of +15.51% and +9.10% since inception. Past performance is not indicative of future results.
Fisdom Wealth Edge manages ₹121 Cr of client assets.
The fee structure for Fisdom Wealth Edge includes: management fee: Fixed Fees: Fixed Fees: Upto 1.5%; performance fee: Variable Fees: Fixed: Upto 1% Hurdle: 10% Performance fee: 10%; exit load: 1st Year : 1%.
The minimum investment for Fisdom Wealth Edge is ₹50 Lakhs.
Fisdom Wealth Edge was launched on 20 Dec 2024. It has a 1-year track record.
Description
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