Way2Wealth Brokers Private Limited • Equity
Wealth Spiral ( Dynamic Scheme) 2 is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 1 Jan 2010. As of 30 Sep 2026, it manages ₹0.1 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -18.00% over 1 year, -9.10% over 3 years and -1.27% over 5 years (+3.04% since inception). Over 3 years, the Nifty 50 TRI returned +4.82%, so the strategy is 13.92 percentage points behind of its benchmark. Its 3-year return ranks 219th 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: CA MFM Large cap (-4.58%), The Alpha Capital Pledge-Private Markets (-6.94%), Wealth Flexi Fund (-80.60%).
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 | -7.39% |
| 3 Months | -6.09% |
| 1 Year | -18.00% |
| 3 Years | -9.10% |
| 5 Years | -1.27% |
| Since Inception | +3.04% |
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 Spiral ( Dynamic Scheme) 2 has a 1-year return of -18.00%, a 3-year return of -9.10%, a 5-year return of -1.27% and +3.04% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Wealth Spiral ( Dynamic Scheme) 2 returned -1.27% against +5.12% for the Nifty 50 TRI, 6.39 percentage points behind. Over 3 years it returned -9.10% against +4.82%; Over 1 year it returned -18.00% 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 Spiral ( Dynamic Scheme) 2's 3-year return of -9.10% ranks 219th as of 30 Sep 2026.
Wealth Spiral ( Dynamic Scheme) 2 is managed by Siddhant Arun Punjabi at Way2Wealth Brokers. The strategy manages ₹0.1 Cr of client assets as of 30 Sep 2026.
Wealth Spiral ( Dynamic Scheme) 2 manages ₹0.1 Cr of client assets as of 30 Sep 2026.
The minimum investment for Wealth Spiral ( Dynamic Scheme) 2 is ₹50 Lakhs.
Wealth Spiral ( Dynamic Scheme) 2 was launched on 1 Jan 2010. It has a 16-year track record.
Description
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