Information only. Not advice, not a marketplace.
1 clients · 1 month · INP000009986
| About the PMS | Details |
|---|---|
| Registration No. | INP000009986 |
| Date of Registration | 2026-05-06 |
| Registered since | 3 mo |
| Principal Officer | Mr.Anup Kumar Agarwal |
| Principal Officer Email | anupagarwal@hotmail.com |
| Contact Number | 091-00-9920056778 |
| Compliance Officer | Ms.Vandana Agarwal |
| Compliance Email | agarwalvandana1978@gmail.com |
| Address | Unit No 535 part, H Wing, Kanakia Zillion,Junction KF LBS Marg and CST Road, Kurla West,MUMBAI, MAHARASHTRA,INDIA,400070 |
| Age | 1 month |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
Showing 2 of 2 strategies
Needs 12 months
CAGR
Needs 3 months
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
Needs 3 months
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Needs 12 months
CAGR
Needs 3 months
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
Needs 3 months
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Upachaya Wealth Advisors Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Upachaya Wealth Advisors Private Limited performed?
- Upachaya Wealth Advisors Private 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 Jul_2026). Learn more
- Where do Upachaya Wealth Advisors Private 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 Upachaya Wealth Advisors Private Limited strategies are listed?
- 2 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I compare a Upachaya Wealth Advisors Private Limited PMS with others?
- Open a strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a 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