Expert-managed portfolios tailored to your financial goals.
BM Legacy Builders follows a disciplined strategy of investing in high-quality businesses with strong fundamentals, proven management, and sustainable growth potential. The portfolio is designed with a long-term perspective, focusing on consistency, resil
Basant Maheshwari is a seasoned equity investor, cost accountant, and graduate of St. Xavier’s College, Kolkata, w... Basant Maheshwari is a seasoned equity investor, cost accountant, and graduate of St. Xavier’s College, Kolkata, with over two decades of experience in financial analysis and equity research. Known for identifying multibagger stocks like Titan, Page Industries, and Gruh Finance, he founded The Equity Desk, a popular investing forum with 60,000+ members. He is also the author of The Thoughtful Investor and frequently appears on leading financial media platforms. Basant is the Co-founder and Partner at Basant Maheshwari Wealth Advisers LLP, a SEBI-licensed portfolio management firm. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -5.05% | 0.45% | -5.5% |
| 3 Months | -13.76% | -3.13% | -10.63% |
| 6 Months | -13.6% | 3.24% | -16.84% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -14.24% | 7.6% | -21.84% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.84% | -5.05% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.5% | -5.5% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | 0% | 0.9% | 0.87% | 0.64% | -0.68% | -0.14% | 1.95% | -1.6% | -4.55% |
| Benchmark | -- | -- | -- | 0% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | 0% | -2.64% | -2.81% | 3.35% | 1.07% | -1.38% | -2.32% | -2.56% | -4.31% |
| 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 | 23.5 | 23.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | 3.6 | 8.4 | 12 | 13.7 | 16.4 | 18.8 | 22.3 | 24.5 | 24.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
