Tailwind Financial Services Private Limited • Equity
Tailwind Alpha Edge PMS is an equity portfolio management service (PMS) strategy run by Tailwind Financial Services Private Limited, launched on 3 Oct 2024. As of 30 Sep 2026, it manages ₹48.03 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -0.24% over 1 year (-5.13% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 6.85 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Vivek Vikas Goel.
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 | -6.34% |
| 3 Months | -4.16% |
| 1 Year | -0.24% |
| Since Inception | -5.13% |
| management fee | Fixed Fees: 1.50% direct 2.50% distributor |
| performance fee | Variable Fees: AMC: 0.75% (direct) or 1.50% (distributor) Hurdle: Nifty 50 TRI Profit Sharing: 15% |
| 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 callTailwind Alpha Edge PMS has a 1-year return of -0.24% and -5.13% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Tailwind Alpha Edge PMS returned -0.24% against -7.09% for the Nifty 50 TRI, 6.85 percentage points ahead. Figures as of 30 Sep 2026.
Tailwind Alpha Edge PMS is managed by Vivek Vikas Goel at Tailwind Financial Services. The strategy manages ₹48.03 Cr of client assets as of 30 Sep 2026.
Tailwind Alpha Edge PMS manages ₹48.03 Cr of client assets as of 30 Sep 2026.
The fee structure for Tailwind Alpha Edge PMS includes: management fee: Fixed Fees: 1.50% direct 2.50% distributor; performance fee: Variable Fees: AMC: 0.75% (direct) or 1.50% (distributor) Hurdle: Nifty 50 TRI Profit Sharing: 15%; exit load: 0%.
The minimum investment for Tailwind Alpha Edge PMS is ₹50 Lakhs.
Tailwind Alpha Edge PMS was launched on 3 Oct 2024. It has a 1-year track record.
Description
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