Expert-managed portfolios tailored to your financial goals.
The strategy follows a dynamic asset allocation model, where the portfolio manager leverages internal frameworks and prevailing market conditions to decide allocations across asset classes. By blending growth-oriented equities, stable fixed income instrum
Gaurav Aggarwal is a finance professional with over 7 years of experience in portfolio management, wealth advisory, and ... Gaurav Aggarwal is a finance professional with over 7 years of experience in portfolio management, wealth advisory, and product strategy. Currently, he serves as Portfolio Manager and Founding Member at Ionic Asset, managing multi-asset portfolios and PMS strategies. Previously, he held key roles at Angel One Wealth and Kotak Investment Advisors, where he launched and managed innovative funds like Kotak Optimus. A Chartered Financial Analyst (CFA), Gaurav also holds FRM (Part 1) credentials and has strong expertise in discretionary solutions, asset allocation, and risk management Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 7.18% | 7.49% | -0.31% |
| 3 Months | -4.11% | -5.15% | 1.04% |
| 6 Months | -5.1% | -6.53% | 1.43% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -11.87% | -1.71% | -10.16% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.16% | 0.24% | -10.75% | 7.18% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | 7.49% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.12% | 0.75% | 0.55% | -0.31% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | 0% | -5.2% | -1.9% | -2.92% | 0.31% | 1.86% | 0.32% |
| Benchmark | -- | -- | -- | -- | -- | 0% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -- | -- | -- | -- | -- | 0% | -2.43% | -0.69% | -3.69% | -4.31% | -0.06% | 0.6% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.1 | 0.1 | 0.1 | 0.1 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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