RBSA Investment Manager LLP • Equity
Serenity Wealth is an equity portfolio management service (PMS) strategy run by RBSA Investment Manager LLP, launched on 29 Aug 2023. As of 30 Sep 2026, it manages ₹14.35 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -5.13% over 1 year and +0.65% over 3 years (+0.91% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 8.55 percentage points behind of its benchmark. Its 3-year return ranks 468th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rushabh Shah.
Ranked nearby on 3-year return: Marcellus' Curation (+0.93%), Little Champs (+0.91%), Core Value Strategy (+0.21%), ASK India Select Portfolio STP (+0.01%).
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 | -5.01% |
| 3 Months | -2.47% |
| 1 Year | -5.13% |
| 3 Years | +0.65% |
| Since Inception | +0.91% |
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 callSerenity Wealth has a 1-year return of -5.13%, a 3-year return of +0.65% and +0.91% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Serenity Wealth returned +0.65% against +9.20% for the BSE 500 TRI, 8.55 percentage points behind. Over 1 year it returned -5.13% 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, Serenity Wealth's 3-year return of +0.65% ranks 468th as of 30 Sep 2026.
Serenity Wealth is managed by Rushabh Shah at RBSA. The strategy manages ₹14.35 Cr of client assets as of 30 Sep 2026.
Serenity Wealth manages ₹14.35 Cr of client assets as of 30 Sep 2026.
The minimum investment for Serenity Wealth is ₹50 Lakhs.
Serenity Wealth was launched on 29 Aug 2023. It has a 3-year track record.
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