Wealth Managers (India) Pvt. Ltd. • Hybrid
Select Direct Asset Allocation Portfolio is a hybrid portfolio management service (PMS) strategy run by Wealth Managers (India) Pvt. Ltd., launched on 27 Jul 2018. It manages ₹202 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +4.81% over 1 year, +9.99% over 3 years and +9.74% over 5 years (+9.73% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
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 | +3.73% |
| 3 Months | +0.32% |
| 1 Year | +4.81% |
| 3 Years | +9.99% |
| 5 Years | +9.74% |
| Since Inception | +9.73% |
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 callSelect Direct Asset Allocation Portfolio has a 1-year return of +4.81%, a 3-year return of +9.99%, a 5-year return of +9.74% and +9.73% since inception. Past performance is not indicative of future results.
Select Direct Asset Allocation Portfolio manages ₹202 Cr of client assets.
The minimum investment for Select Direct Asset Allocation Portfolio is ₹50 Lakhs.
Select Direct Asset Allocation Portfolio was launched on 27 Jul 2018. It has a 7-year track record.
Description
All Wealth Managers PMS strategies →Browse all PMS strategies in India →