Wealth Dominion PMS by Way2Wealth Brokers: Returns, AUM & Details
Way2Wealth Brokers Private Limited • Equity
Wealth Dominion is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 10 Dec 2021. It manages ₹0.49 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +3.68% over 1 year and +15.43% over 3 years (+7.58% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.49 Cr
3-year return
+15.43%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹0.49 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
10/12/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+6.00%
3 Months
-5.50%
1 Year
+3.68%
3 Years
+15.43%
Since Inception
+7.58%
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.
Wealth Dominion has a 1-year return of +3.68%, a 3-year return of +15.43% and +7.58% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Dominion?
Wealth Dominion manages ₹0.49 Cr of client assets.
What is the minimum investment for Wealth Dominion?
The minimum investment for Wealth Dominion is ₹50 Lakhs.
When was Wealth Dominion launched?
Wealth Dominion was launched on 10 Dec 2021. It has a 4-year track record.