Expert-managed portfolios tailored to your financial goals.
A portfolio of different asset classes such as equity, debt, gold as well as real estate. This portfolio maintains an asset allocation ratio of 80% into equity and the remaining 20% into non-equity asset classes by systematic rebalancing.
Mohit Beriwala, Founder of Shree Rama Managers LLP, is a finance professional with over 19 years of experience in financ... Mohit Beriwala, Founder of Shree Rama Managers LLP, is a finance professional with over 19 years of experience in financial planning, wealth management, and investments. A Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM®), he is committed to transforming the way people invest by creating innovative financial products that help investors achieve their goals faster.\r\n\r\nBefore establishing Shree Rama Managers LLP in June 2021, Mohit served as CEO of Shree Rama International, where he guided professionals and entrepreneurs in building smarter investment strategies and multi-generational wealth. At Shree Rama Managers, he leads a team of like-minded professionals who share his vision of ethical, transparent, and client-centric investing. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.39% | 0.65% | 0.74% |
| 3 Months | -1.14% | -0.76% | -0.38% |
| 6 Months | 4.85% | 4.17% | 0.68% |
| 1 Year | 15.07% | 14.45% | 0.62% |
| 2 Year | 10.39% | 9.17% | 1.22% |
| 3 Year | 18.56% | 13.85% | 4.71% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.08% | 10.12% | 2.96% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.96% | 1.39% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.35% | 0.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.61% | 0.74% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.97% | -5.74% | 3.32% | 2.79% | 3.94% | 2.7% | -1.84% | -1.37% | 1.76% | 3.47% | 0.73% | -0.55% |
| Benchmark | -1.11% | -3.92% | 3.95% | 2.34% | 2.57% | 2.28% | -0.91% | -0.66% | 1.56% | 2.58% | 0.76% | -0.05% |
| Alpha | -0.86% | -1.82% | -0.63% | 0.45% | 1.37% | 0.42% | -0.93% | -0.71% | 0.2% | 0.89% | -0.03% | -0.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 1.99% | 2.29% | 5.63% | 1.94% | 1% | 2.16% | -3.49% | 0.92% | 0.56% |
| Benchmark | -- | -- | -- | 2.11% | 0.6% | 3.99% | 2.85% | 0.87% | 1.57% | -2.7% | 0.07% | -0.68% |
| Alpha | -- | -- | -- | -0.12% | 1.69% | 1.64% | -0.91% | 0.13% | 0.59% | -0.79% | 0.85% | 1.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 38.7 | 38 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 29.3 | 28.4 | 30 | 31.9 | 33.3 | 33.3 | 33.4 | 33.9 | 35.4 | 37.5 | 38.7 | 39.4 |
| 2024 | -- | -- | -- | 22.7 | 23.3 | 24.7 | 25.2 | 25.7 | 26.4 | 26 | 26.8 | 28.7 |
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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