IDEAA Portfolio is a multi asset portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 16 Apr 2025. It manages ₹69.17 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +12.50% over 1 year (+11.33% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹69.17 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹69.17 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
16/04/2025
Trailing Returns
Trailing returns
Period
Return
1 Month
+11.76%
3 Months
+4.73%
1 Year
+12.50%
Since Inception
+11.33%
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.