Expert-managed portfolios tailored to your financial goals.
The portfolio follows a blended strategy by investing in large-cap stocks to ensure liquidity, while selectively allocating to deep value, mid-cap, and small-cap companies to drive long-term wealth creation
Sandeep is a seasoned finance professional with extensive knowledge and exposure in capital market businesses. He brings... Sandeep is a seasoned finance professional with extensive knowledge and exposure in capital market businesses. He brings rich experience in equity research, investment advisory, and portfolio management, complemented by strong expertise in accounting, auditing, and financial & treasury management. With a background spanning capital markets and retail lending, Sandeep offers a well-rounded perspective and deep domain understanding to drive value in the financial services space. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.75% | 0.45% | -1.2% |
| 3 Months | -3.01% | -3.13% | 0.12% |
| 6 Months | 2.49% | 3.24% | -0.75% |
| 1 Year | 16.91% | 17.3% | -0.39% |
| 2 Year | 8.83% | 8.3% | 0.53% |
| 3 Year | 18.66% | 17.65% | 1.01% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 9.35% | 10.64% | -1.29% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.57% | -0.75% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.23% | -1.2% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | 4.03% | -4.15% | -0.36% | 0.51% | 5.88% | -0.7% | 1.34% |
| Benchmark | -- | -- | -- | -- | -- | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | -- | -- | 0.35% | -1.44% | 1.39% | -0.73% | 1.61% | -1.66% | 1.58% |
| 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 | 54 | 53.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | 59.3 | 57.5 | 57.6 | 57.5 | 61.9 | 59.9 | 56.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
