Way2Wealth Brokers Private Limited • Equity
Wealth Focus AXIS is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 6 Feb 2019. As of 30 Sep 2026, it manages ₹5.9 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -5.57% over 1 year, +10.43% over 3 years and +7.61% over 5 years (+9.59% since inception). Over 3 years, the Nifty 50 TRI returned +4.82%, so the strategy is 5.61 percentage points ahead of its benchmark. Its 3-year return ranks 76th 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: Neo Club - Equity Dedicated Product (+10.85%), Sterling Portfolio- Growth Portfolio (+10.51%), Allegro - High Growth (+10.40%), ISEC Momentum Quality Dynamic Advantage Portfolio (+10.38%).
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 | -7.20% |
| 3 Months | -3.50% |
| 1 Year | -5.57% |
| 3 Years | +10.43% |
| 5 Years | +7.61% |
| Since Inception | +9.59% |
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 Focus AXIS has a 1-year return of -5.57%, a 3-year return of +10.43%, a 5-year return of +7.61% and +9.59% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Wealth Focus AXIS returned +7.61% against +5.12% for the Nifty 50 TRI, 2.49 percentage points ahead. Over 3 years it returned +10.43% against +4.82%; Over 1 year it returned -5.57% 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 Focus AXIS's 3-year return of +10.43% ranks 76th as of 30 Sep 2026.
Wealth Focus AXIS is managed by Siddhant Arun Punjabi at Way2Wealth Brokers. The strategy manages ₹5.9 Cr of client assets as of 30 Sep 2026.
Wealth Focus AXIS manages ₹5.9 Cr of client assets as of 30 Sep 2026.
The minimum investment for Wealth Focus AXIS is ₹50 Lakhs.
Wealth Focus AXIS was launched on 6 Feb 2019. It has a 7-year track record.
Description
All Way2Wealth Brokers PMS strategies →Browse all PMS strategies in India →