Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Green Lantern - Alpha Fund
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
13 February 2020
Min. Investment
1,00,00,000
AUM (₹ Cr)
51.44
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.87%

8.09%

20.41%

33.00%

27.02%

31.00%

Benchmark
NSE Multi Asset Index 1
Inception
4 December 2022
Min. Investment
50,00,000
AUM (₹ Cr)
2.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.83%

11.00%

16.35%

NA NA

16.04%

Agreya Momentum
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
31 August 2018
Min. Investment
50,00,000
AUM (₹ Cr)
244.12
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.80%

6.51%

13.37%

17.04%

13.34%

12.18%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2023
Min. Investment
50,00,000
AUM (₹ Cr)
16.92
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.77%

-1.16%

21.61%

15.33%

NA

14.40%

Benchmark
NIFTY 50 Total Return Index
Inception
1 November 2017
Min. Investment
50,00,000
AUM (₹ Cr)
72.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.71%

-4.20%

4.80%

19.75%

8.17%

6.74%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2020
Min. Investment
50,00,000
AUM (₹ Cr)
14.25
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.71%

2.41%

14.88%

26.97%

17.93%

15.71%

ValueQuest - Platinum
Hand Picked by PA Wealth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 July 2014
Min. Investment
10,00,00,000
AUM (₹ Cr)
2893.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.69%

-4.94%

4.25%

19.80%

18.66%

17.91%

Benchmark
NIFTY 50 Total Return Index
Inception
8 July 2013
Min. Investment
50,00,000
AUM (₹ Cr)
114.51
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.67%

2.09%

12.82%

12.35%

13.80%

14.22%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 October 2021
Min. Investment
25,00,00,000
AUM (₹ Cr)
3188.67
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.67%

2.32%

30.23%

29.07%

NA

25.28%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 October 2012
Min. Investment
50,00,000
AUM (₹ Cr)
347.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.67%

1.88%

18.34%

18.15%

12.35%

15.33%