Wealth Managers (India) Pvt. Ltd. • Equity
Optimiser Portfolio is an equity portfolio management service (PMS) strategy run by Wealth Managers (India) Pvt. Ltd., launched on 1 Apr 2021. As of 30 Sep 2026, it manages ₹222 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -1.44% over 1 year, +15.63% over 3 years and +17.91% over 5 years (+22.78% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 9.57 percentage points ahead of its benchmark. Its 3-year return ranks 21st of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mandar Bagul.
Ranked nearby on 3-year return: Piper Serica Leader Portfolio Strategy (+15.75%), Surge India (+15.74%), Ambit Alpha Growth Portfolio (+14.78%), ICICI Prudential PMS Largecap Strategy (+14.74%).
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 | -7.70% |
| 3 Months | -2.76% |
| 1 Year | -1.44% |
| 3 Years | +15.63% |
| 5 Years | +17.91% |
| Since Inception | +22.78% |
| exit load | Nil |
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 callOptimiser Portfolio has a 1-year return of -1.44%, a 3-year return of +15.63%, a 5-year return of +17.91% and +22.78% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Optimiser Portfolio returned +17.91% against +6.37% for the Nifty 50 TRI, 11.54 percentage points ahead. Over 3 years it returned +15.63% against +6.06%; Over 1 year it returned -1.44% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Optimiser Portfolio's 3-year return of +15.63% ranks 21st as of 30 Sep 2026.
Optimiser Portfolio is managed by Mandar Bagul at Wealth Managers. The strategy manages ₹222 Cr of client assets as of 30 Sep 2026.
Optimiser Portfolio manages ₹222 Cr of client assets as of 30 Sep 2026.
The fee structure for Optimiser Portfolio includes: exit load: Nil.
The minimum investment for Optimiser Portfolio is ₹50 Lakhs.
Optimiser Portfolio was launched on 1 Apr 2021. It has a 5-year track record.
Description
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