Wealth Optimiser (Aggressive Growth) is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 11 Jul 2003. It manages ₹18.77 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.68% over 1 year, +59.01% over 3 years and +44.36% over 5 years (+18.64% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹18.77 Cr
3-year return
+59.01%
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)
₹18.77 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
11/07/2003
Trailing Returns
Trailing returns
Period
Return
1 Month
-5.88%
3 Months
+14.04%
1 Year
+5.68%
3 Years
+59.01%
5 Years
+44.36%
Since Inception
+18.64%
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.
Frequently asked questions about Wealth Optimiser (Aggressive Growth)
What are the returns of Wealth Optimiser (Aggressive Growth)?
Wealth Optimiser (Aggressive Growth) has a 1-year return of +5.68%, a 3-year return of +59.01%, a 5-year return of +44.36% and +18.64% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Optimiser (Aggressive Growth)?
Wealth Optimiser (Aggressive Growth) manages ₹18.77 Cr of client assets.
What is the minimum investment for Wealth Optimiser (Aggressive Growth)?
The minimum investment for Wealth Optimiser (Aggressive Growth) is ₹50 Lakhs.
When was Wealth Optimiser (Aggressive Growth) launched?
Wealth Optimiser (Aggressive Growth) was launched on 11 Jul 2003. It has a 22-year track record.