R. Wadiwala Securities Private Limited • Equity
R. Wadiwala Ingenious Equity Portfolio-Ingenious is an equity portfolio management service (PMS) strategy run by R. Wadiwala Securities Private Limited, launched on 18 May 2011. As of 30 Sep 2026, it manages ₹9.48 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -9.57% over 1 year (-3.34% since inception). Over 1 year, the BSE 500 TRI returned -3.22%, so the strategy is 6.35 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by NAINISH J. WADIWALA.
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 | -6.93% |
| 3 Months | -5.95% |
| 1 Year | -9.57% |
| Since Inception | -3.34% |
| management fee | Fixed Fees: 2.50% |
| performance fee | Variable Fees: 0 |
| exit load | 0 |
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 callR. Wadiwala Ingenious Equity Portfolio-Ingenious has a 1-year return of -9.57% and -3.34% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, R. Wadiwala Ingenious Equity Portfolio-Ingenious returned -9.57% against -3.22% for the BSE 500 TRI, 6.35 percentage points behind. Figures as of 30 Sep 2026.
R. Wadiwala Ingenious Equity Portfolio-Ingenious is managed by NAINISH J. WADIWALA at R. Wadiwala Securities. The strategy manages ₹9.48 Cr of client assets as of 30 Sep 2026.
R. Wadiwala Ingenious Equity Portfolio-Ingenious manages ₹9.48 Cr of client assets as of 30 Sep 2026.
The fee structure for R. Wadiwala Ingenious Equity Portfolio-Ingenious includes: management fee: Fixed Fees: 2.50%; performance fee: Variable Fees: 0; exit load: 0.
The minimum investment for R. Wadiwala Ingenious Equity Portfolio-Ingenious is ₹50 Lakhs.
R. Wadiwala Ingenious Equity Portfolio-Ingenious was launched on 18 May 2011. It has a 15-year track record.
Description
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