Wealth Maximizer is an equity portfolio management service (PMS) strategy run by MRG Investment Partners Pvt Ltd, launched on 17 May 2019. It manages ₹8.14 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +25.30% over 1 year and +17.47% over 3 years (+12.00% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹8.14 Cr
3-year return
+17.47%
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)
₹8.14 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
17/05/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+9.31%
3 Months
+26.05%
1 Year
+25.30%
3 Years
+17.47%
Since Inception
+12.00%
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 Maximizer has a 1-year return of +25.30%, a 3-year return of +17.47% and +12.00% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Maximizer?
Wealth Maximizer manages ₹8.14 Cr of client assets.
What is the minimum investment for Wealth Maximizer?
The minimum investment for Wealth Maximizer is ₹50 Lakhs.
When was Wealth Maximizer launched?
Wealth Maximizer was launched on 17 May 2019. It has a 7-year track record.