Wealth Enhancer is an equity portfolio management service (PMS) strategy run by MRG Investment Partners Pvt Ltd, launched on 24 May 2019. It manages ₹31.01 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +16.02% over 1 year and +13.07% over 3 years (+10.30% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹31.01 Cr
3-year return
+13.07%
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)
₹31.01 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
24/05/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+7.53%
3 Months
+19.21%
1 Year
+16.02%
3 Years
+13.07%
Since Inception
+10.30%
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 Enhancer has a 1-year return of +16.02%, a 3-year return of +13.07% and +10.30% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Enhancer?
Wealth Enhancer manages ₹31.01 Cr of client assets.
What is the minimum investment for Wealth Enhancer?
The minimum investment for Wealth Enhancer is ₹50 Lakhs.
When was Wealth Enhancer launched?
Wealth Enhancer was launched on 24 May 2019. It has a 7-year track record.