Discover PMS That Maximise Your Wealth
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
NJ - Dynamic Stock Allocation Portfolio Conservative
NIFTY 50 Total Return Index
22 January 2021
50,00,000
0.91
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.14% |
1.82% |
0.67% |
NA | NA |
3.71% |
SKG India Value
NSE Multi Asset Index 2
26 July 2023
50,00,000
6.8
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.13% |
-16.04% |
-23.31% |
NA | NA |
2.56% |
Estee-I-Alpha
Crisil Composite Bond Fund Index
24 September 2009
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.12% |
3.73% |
8.42% |
10.53% |
8.88% |
NA |
Crisil Composite Bond Fund Index
7 November 2023
50,00,000
6.49
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.07% |
3.20% |
7.95% |
NA | NA |
7.99% |
Crisil Composite Bond Fund Index
17 December 2020
50,00,000
1.24
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.04% |
0.54% |
6.94% |
5.51% |
NA |
5.81% |
CRISIL Credit Index
1 September 2022
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.03% |
5.36% |
9.79% |
10.98% |
NA | NA |
Ionic Allocate Portfolio - Equity
NIFTY 50 Total Return Index
21 March 2025
50,00,000
51.62
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.02% |
5.23% |
NA | NA | NA |
10.67% |
ValPro Conserve C
NIFTY 50 Index
14 April 2021
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
NA |
4.86% |
-8.94% |
13.76% |
NA |
6.92% |
Trivantage Capital - Resurgent Financials Equity
NIFTY 50 Total Return Index
17 February 2016
50,00,000
31.13
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
NA |
-1.00% |
6.30% |
10.70% |
8.80% |
12.70% |
BADJATE GROWTH FUND
S&P BSE 500 Total Return Index
23 May 2025
50,00,000
24.56
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.02% |
8.86% |
NA | NA | NA |
2.26% |
