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CONCEPT INVESTWELL PRIVATE LIMITED

CONCEPT INVESTWELL PRIVATE LIMITED

Concept Investwell is a boutique investment services firm with nearly 30 years of experience in India’s capital markets. Having evolved from its earlier role as a member of BSE, NSE, MCX, and DP-CDSL, the company today focuses on Fund Management and Investment Advisory.\r\n\r\nBacked by a strong Board of Advisors, an experienced Fund Manager with 17 years of expertise, and dedicated teams across research, compliance, administration, and marketing, Concept Investwell combines deep market insight with robust infrastructure.\r\n\r\nRegistered with SEBI as both a Portfolio Manager and Investment Adviser, and as an AMFI-registered distributor, the firm is committed to delivering client-centric, value-added investment solutions designed to build and preserve wealth.

Profile
AUM (Cr.) 51.06
Profile
AUM Rank 277
Profile
Investment Approaches 8
Profile
As On 01 March 2026
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Investment Approaches Performance

Investment Approach Category 1 M 3 M 6 M 1 Y 2 Y 3 Y 5 Y Inception AUM (Cr.) Inception Date

Portfolio Manager Profile

Hemant Desai Hemant Desai

Hemant Desai is a seasoned Portfolio Manager with over 25 years of experience in Indian capital markets and an overall p... Hemant Desai is a seasoned Portfolio Manager with over 25 years of experience in Indian capital markets and an overall professional experience of more than 50 years. At Concept Investwell, he works closely with HNIs and UHNIs in a Family Office–style approach, focusing on investment planning, prudent asset allocation, and wealth management.\r\n\r\nSupported by a strong team of Fund Managers and Research Analysts, including CAs, CFAs, and MBAs, Hemant ensures robust research and effective execution of investment strategies. His philosophy emphasizes maximizing upside potential while managing downside risks, enabling clients to build and preserve wealth sustainably.\r\n\r\nPassionate about guiding investors on the path of long-term wealth creation, Hemant combines deep market knowledge with a client-first approach, making him a trusted advisor for affluent families and individuals Read More

Siddharth Mandalaywala Siddharth Mandalaywala

Senior Vice President & Fund Manager at Concept Investwell Private Ltd.

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