Way2Wealth Brokers Private Limited • Equity
Wealth Optimiser ( Aggressive Scheme)1 is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 11 Jul 2003. As of 30 Sep 2026, it manages ₹0.51 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -15.45% over 1 year, -1.82% over 3 years and -0.63% over 5 years (-1.12% since inception). Over 3 years, the Nifty 50 TRI returned +4.82%, so the strategy is 6.64 percentage points behind of its benchmark. Its 3-year return ranks 210th 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: Amsec Life (-0.19%), ASK Life Portfolio (-1.32%), Structured Product Series 4-Private Markets (-1.87%), Structure Product Series 5-Private Markets (-1.89%).
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 | -4.69% |
| 3 Months | -5.21% |
| 1 Year | -15.45% |
| 3 Years | -1.82% |
| 5 Years | -0.63% |
| Since Inception | -1.12% |
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 Optimiser ( Aggressive Scheme)1 has a 1-year return of -15.45%, a 3-year return of -1.82%, a 5-year return of -0.63% and -1.12% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Wealth Optimiser ( Aggressive Scheme)1 returned -0.63% against +5.12% for the Nifty 50 TRI, 5.75 percentage points behind. Over 3 years it returned -1.82% against +4.82%; Over 1 year it returned -15.45% 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 Optimiser ( Aggressive Scheme)1's 3-year return of -1.82% ranks 210th as of 30 Sep 2026.
Wealth Optimiser ( Aggressive Scheme)1 is managed by Siddhant Arun Punjabi at Way2Wealth Brokers. The strategy manages ₹0.51 Cr of client assets as of 30 Sep 2026.
Wealth Optimiser ( Aggressive Scheme)1 manages ₹0.51 Cr of client assets as of 30 Sep 2026.
The minimum investment for Wealth Optimiser ( Aggressive Scheme)1 is ₹50 Lakhs.
Wealth Optimiser ( Aggressive Scheme)1 was launched on 11 Jul 2003. It has a 23-year track record.
Description
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