Way2Wealth Brokers Private Limited • Equity
Wealth Focus is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 6 Feb 2019. It manages ₹0.34 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +0.46% over 1 year, +5.88% over 3 years and +2.13% over 5 years (+4.72% since inception). The minimum investment is ₹50 Lakhs. The strategy is managed by Siddhant Arun Punjabi.
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 | +3.08% |
| 3 Months | +0.81% |
| 1 Year | +0.46% |
| 3 Years | +5.88% |
| 5 Years | +2.13% |
| Since Inception | +4.72% |
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 has a 1-year return of +0.46%, a 3-year return of +5.88%, a 5-year return of +2.13% and +4.72% since inception. Past performance is not indicative of future results.
Wealth Focus is managed by Siddhant Arun Punjabi at Way2Wealth Brokers. The strategy manages ₹0.34 Cr of client assets.
Wealth Focus manages ₹0.34 Cr of client assets.
The minimum investment for Wealth Focus is ₹50 Lakhs.
Wealth Focus was launched on 6 Feb 2019. It has a 7-year track record.
Description
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