Wealth Protector is an equity portfolio management service (PMS) strategy run by MRG Investment Partners Pvt Ltd, launched on 31 Dec 2019. It manages ₹0.85 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +13.79% over 1 year and +14.79% over 3 years (+14.64% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.85 Cr
3-year return
+14.79%
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)
₹0.85 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
31/12/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.85%
3 Months
+20.89%
1 Year
+13.79%
3 Years
+14.79%
Since Inception
+14.64%
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.
Wealth Protector has a 1-year return of +13.79%, a 3-year return of +14.79% and +14.64% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Protector?
Wealth Protector manages ₹0.85 Cr of client assets.
What is the minimum investment for Wealth Protector?
The minimum investment for Wealth Protector is ₹50 Lakhs.
When was Wealth Protector launched?
Wealth Protector was launched on 31 Dec 2019. It has a 6-year track record.