Information only. Not advice, not a marketplace.
19 clients · 18 months · INP000004623
As of Aug_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000004623 |
| Date of Registration | 2015-01-14 |
| Registered since | 11 yr 8 mo |
| Principal Officer | Mr. Ashiwini Kumar Tripathi |
| Principal Officer Email | Not reported |
| Contact Number | --033 3051 5401 |
| Compliance Officer | Mr. Sudipto Datta |
| Compliance Email | Not reported |
| Address | VAIBHAV, 5TH FLOOR,4, LEE ROAD,KOLKATA, WEST BENGAL,INDIA,700020 |
| Age | 18 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
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Showing 4 of 4 strategies
Trailing return from filed months
- 1Y
- 6.57%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 1.82%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 6.84%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 8.37%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Stewart And Mackertich Wealth Management Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Stewart And Mackertich Wealth Management Limited performed?
- Stewart And Mackertich Wealth Management Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do Stewart And Mackertich Wealth Management Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Stewart And Mackertich Wealth Management Limited strategies are listed?
- 4 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Stewart And Mackertich Wealth Management Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more