Ghalla Bhansali Stock Brokers Pvt Ltd • Equity
Jewel is an equity portfolio management service (PMS) strategy run by Ghalla Bhansali Stock Brokers Pvt Ltd, launched on 18 Feb 2016. As of 30 Sep 2026, it manages ₹41.28 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.19% over 1 year, +7.72% over 3 years and +14.65% over 5 years (+14.01% since inception). Over 3 years, the BSE 500 TRI returned +8.03%, so the strategy is 0.31 percentage points behind of its benchmark. Its 3-year return ranks 346th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by ROHAN GHALLA.
Ranked nearby on 3-year return: AAA Focus PMS (+7.76%), Phillip Signature India Portfolio (+7.74%), Special Opportunities (+7.66%), Key Picks Portfolio Approach (+7.64%).
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 | +0.89% |
| 3 Months | -3.18% |
| 1 Year | -1.19% |
| 3 Years | +7.72% |
| 5 Years | +14.65% |
| Since Inception | +14.01% |
| management fee | Fixed Fees: 1.25-2 |
| exit load | 0-2 YEAR-2 |
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 callJewel has a 1-year return of -1.19%, a 3-year return of +7.72%, a 5-year return of +14.65% and +14.01% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Jewel returned +14.65% against +7.62% for the BSE 500 TRI, 7.03 percentage points ahead. Over 3 years it returned +7.72% against +8.03%; Over 1 year it returned -1.19% against -4.03%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Jewel's 3-year return of +7.72% ranks 346th as of 30 Sep 2026.
Jewel is managed by ROHAN GHALLA at Ghalla Bhansali Stock Brokers. The strategy manages ₹41.28 Cr of client assets as of 30 Sep 2026.
Jewel manages ₹41.28 Cr of client assets as of 30 Sep 2026.
The fee structure for Jewel includes: management fee: Fixed Fees: 1.25-2; exit load: 0-2 YEAR-2.
The minimum investment for Jewel is ₹50 Lakhs.
Jewel was launched on 18 Feb 2016. It has a 10-year track record.
Description
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