Wealth Managers - Focused Leadership Portfolio
EQUITY MULTI CAP
Seeks to achieve superior long term returns through focused participation in equity markets.
+12.46%
3Y annualised returns
+9.52%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
15 Jun '15
Total AUM
₹133.12Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.0%
Cash1.0%
Equity market cap split
Large Cap48.5%
Small Cap38.8%
Mid Cap8.3%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
MPMayur ParkeriaView details
MP
Mayur Parkeria
View details
About
Part of team since June 2001 Working with Wealth Managers since December 2003 Articles with Kirtane & Pandit Chartered Accountants; Pune; M.Com (Pune University) Associate Chartered Accountant CFPCM (Certified Financial Planner)
Experience
Over two decades of professional experience in the financial industry since 2001.
Investment philosophy
Holds certifications as an Associate Chartered Accountant and a Certified Financial Planner (CFPCM).
Previously worked at
- Kirtane & Pandit Chartered Accountants
Awards
- Has been a part of the team since June 2001.
PMS house
Wealth Managers (India) Private Limited
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