Wealth Managers (India) Pvt. Ltd. • Equity
Smart Beta Portfolio is an equity portfolio management service (PMS) strategy run by Wealth Managers (India) Pvt. Ltd., launched on 20 Jan 2024. As of 30 Sep 2026, it manages ₹4.29 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -6.76% over 1 year (+1.38% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 0.33 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Mandar Bagul.
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 | -6.19% |
| 3 Months | -4.47% |
| 1 Year | -6.76% |
| Since Inception | +1.38% |
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 callSmart Beta Portfolio has a 1-year return of -6.76% and +1.38% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Smart Beta Portfolio returned -6.76% against -7.09% for the Nifty 50 TRI, 0.33 percentage points ahead. Figures as of 30 Sep 2026.
Smart Beta Portfolio is managed by Mandar Bagul at Wealth Managers. The strategy manages ₹4.29 Cr of client assets as of 30 Sep 2026.
Smart Beta Portfolio manages ₹4.29 Cr of client assets as of 30 Sep 2026.
The minimum investment for Smart Beta Portfolio is ₹50 Lakhs.
Smart Beta Portfolio was launched on 20 Jan 2024. It has a 2-year track record.
Description
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