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384 clients · 67 months · INP000001660
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. | INP000001660 |
| Date of Registration | 2023-12-13 |
| Registered since | 2 yr 9 mo |
| Principal Officer | Mr.Mandar Vishwas Bagul |
| Principal Officer Email | mandar@wealthmanagers.co.in |
| Contact Number | 91-20-2067636100 |
| Compliance Officer | Mr.Vedkumar Krishnarao Zirange |
| Compliance Email | mandar@wealthmanagers.co.in |
| Address | 3rd Floor, No 23, Old Airport Road,Bengluru,BANGALORE,Bengaluru,KARNATAKA,INDIA,560008 |
| Age | 67 months |
Strategies
Open a strategy, then add up to four to Compare.
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Showing 14 of 14 strategies
Age: 67 months
Trailing return from filed months
- 1Y
- 10.91%
- 3Y
- 13.27%
- 5Y
- 10.36%
Trailing return from filed months
- 1Y
- -1.46%
- 3Y
- 17.13%
- 5Y
- 20.11%
Age: 65 months
Trailing return from filed months
- 1Y
- 5.23%
- 3Y
- 14.21%
- 5Y
- 12.77%
Age: 64 months
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Not reported
- 5Y
- Not reported
Age: 59 months
Trailing return from filed months
- 1Y
- 28.11%
- 3Y
- 16.68%
- 5Y
- Needs 60 months
Age: 59 months
Trailing return from filed months
- 1Y
- 29.99%
- 3Y
- 22.50%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 18.50%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 5.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -6.86%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 24 months
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Capital Appreciation - Concentrated Growth Portfolio
Dormant · no recent filingsAge: 1 months · Sparse · 1 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Capital Appreciation - Moat Portfolio
Dormant · no recent filingsAge: 1 months · Sparse · 1 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Capital Appreciation - Mutal Fund Direct Portfolio
Dormant · no recent filingsAge: 1 months · Sparse · 1 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Capital Appreciation - Select Direct Portfolio
Dormant · no recent filingsAge: 1 months · Sparse · 1 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WEALTH MANAGERS INDIA Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has WEALTH MANAGERS INDIA Private Limited performed?
- WEALTH MANAGERS INDIA 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 Aug_2026). Learn more
- Where do WEALTH MANAGERS INDIA 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 WEALTH MANAGERS INDIA Private Limited strategies are listed?
- 14 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 WEALTH MANAGERS INDIA Private 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