Way2Wealth Brokers Private Limited • Equity
Wealth Flexi Fund is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 18 Jan 2013. As of 30 Sep 2026, it manages ₹0.02 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -99.39% over 1 year, -80.60% over 3 years and -62.37% over 5 years (+8.60% since inception). Over 3 years, the Nifty 50 TRI returned +4.82%, so the strategy is 85.42 percentage points behind of its benchmark. Its 3-year return ranks 220th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Siddhant Arun Punjabi.
Ranked nearby on 3-year return: The Alpha Capital Pledge-Private Markets (-6.94%), Wealth Spiral ( Dynamic Scheme) 2 (-9.10%).
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 | -6.91% |
| 3 Months | -99.44% |
| 1 Year | -99.39% |
| 3 Years | -80.60% |
| 5 Years | -62.37% |
| Since Inception | +8.60% |
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 callWealth Flexi Fund has a 1-year return of -99.39%, a 3-year return of -80.60%, a 5-year return of -62.37% and +8.60% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Wealth Flexi Fund returned -62.37% against +5.12% for the Nifty 50 TRI, 67.49 percentage points behind. Over 3 years it returned -80.60% against +4.82%; Over 1 year it returned -99.39% against -8.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Wealth Flexi Fund's 3-year return of -80.60% ranks 220th as of 30 Sep 2026.
Wealth Flexi Fund is managed by Siddhant Arun Punjabi at Way2Wealth Brokers. The strategy manages ₹0.02 Cr of client assets as of 30 Sep 2026.
Wealth Flexi Fund manages ₹0.02 Cr of client assets as of 30 Sep 2026.
The minimum investment for Wealth Flexi Fund is ₹50 Lakhs.
Wealth Flexi Fund was launched on 18 Jan 2013. It has a 13-year track record.
Description
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