Zen Wealth Management Services Ltd • Equity
Focused Strategy is an equity portfolio management service (PMS) strategy run by Zen Wealth Management Services Ltd, launched on 23 Jul 2024. As of 30 Sep 2026, it manages ₹55.13 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +30.17% over 1 year (+12.66% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 32.50 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by SATISH KANTHETI.
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 | -2.88% |
| 3 Months | +5.26% |
| 1 Year | +30.17% |
| Since Inception | +12.66% |
| performance fee | Variable Fees: AMC: 0.25% to 1% HURDLE RATE: 12% Or 15% FEES SHARING: 20% |
| exit load | 1ST YEAR : 0.25% |
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 callFocused Strategy has a 1-year return of +30.17% and +12.66% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Focused Strategy returned +30.17% against -2.33% for the BSE 500 TRI, 32.50 percentage points ahead. Figures as of 30 Sep 2026.
Focused Strategy is managed by SATISH KANTHETI at Zen Wealth Management Services. The strategy manages ₹55.13 Cr of client assets as of 30 Sep 2026.
Focused Strategy manages ₹55.13 Cr of client assets as of 30 Sep 2026.
The fee structure for Focused Strategy includes: performance fee: Variable Fees: AMC: 0.25% to 1% HURDLE RATE: 12% Or 15% FEES SHARING: 20%; exit load: 1ST YEAR : 0.25%.
The minimum investment for Focused Strategy is ₹50 Lakhs.
Focused Strategy was launched on 23 Jul 2024. It has a 2-year track record.
Description
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