WEALTH INDIA FINANCIAL SERVICES PRIVATE LIMITED • Equity
Funds India Dynamo Strategy is an equity portfolio management service (PMS) strategy run by WEALTH INDIA FINANCIAL SERVICES PRIVATE LIMITED, launched on 29 Sep 2025. As of 30 Sep 2026, it manages ₹52.97 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -4.28% over 1 year (-4.27% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 1.95 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by MADHURI THAKARE.
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 | -5.95% |
| 3 Months | -3.90% |
| 1 Year | -4.28% |
| Since Inception | -4.27% |
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 callFunds India Dynamo Strategy has a 1-year return of -4.28% and -4.27% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Funds India Dynamo Strategy returned -4.28% against -2.33% for the BSE 500 TRI, 1.95 percentage points behind. Figures as of 30 Sep 2026.
Funds India Dynamo Strategy is managed by MADHURI THAKARE at Wealth India Financial Services. The strategy manages ₹52.97 Cr of client assets as of 30 Sep 2026.
Funds India Dynamo Strategy manages ₹52.97 Cr of client assets as of 30 Sep 2026.
The minimum investment for Funds India Dynamo Strategy is ₹50 Lakhs.
Funds India Dynamo Strategy was launched on 29 Sep 2025. It has a 1-year track record.
Description
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