Prithvi Finmart Pvt.Ltd. • Equity
Prithvi Balance portfolio is an equity portfolio management service (PMS) strategy run by Prithvi Finmart Pvt.Ltd., launched on 11 Jul 2023. As of 30 Sep 2026, it manages ₹209 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +22.38% over 1 year and +20.39% over 3 years (+23.37% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 11.19 percentage points ahead of its benchmark. Its 3-year return ranks 34th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Janak Kotecha.
Ranked nearby on 3-year return: Sundaram Voyager Global Portfolio (+20.50%), AAA Budding Beasts PMS (+20.40%), Carnelian Capital Compounder Strategy (+20.30%), MAPL Value Investing Fund (+20.06%).
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 | +2.05% |
| 3 Months | +6.99% |
| 1 Year | +22.38% |
| 3 Years | +20.39% |
| Since Inception | +23.37% |
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 callPrithvi Balance portfolio has a 1-year return of +22.38%, a 3-year return of +20.39% and +23.37% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Prithvi Balance portfolio returned +20.39% against +9.20% for the BSE 500 TRI, 11.19 percentage points ahead. Over 1 year it returned +22.38% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Prithvi Balance portfolio's 3-year return of +20.39% ranks 34th as of 30 Sep 2026.
Prithvi Balance portfolio is managed by Janak Kotecha at Prithvi Finmart Pvt. The strategy manages ₹209 Cr of client assets as of 30 Sep 2026.
Prithvi Balance portfolio manages ₹209 Cr of client assets as of 30 Sep 2026.
The minimum investment for Prithvi Balance portfolio is ₹50 Lakhs.
Prithvi Balance portfolio was launched on 11 Jul 2023. It has a 3-year track record.
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