Wave Asset Private Limited is a SEBI-registered Portfolio Management Services (PMS) firm headquartered in Mumbai. We specialize in managing investments for HNIs, family offices, and NRIs, delivering customized strategies with a strong emphasis on performance, integrity, and sustainable wealth creation. Guided by founders Ashwin Agarwal and Rohan Agarwal, whose decades of market experience shape our disciplined investment approach, Wave Asset helps clients navigate volatility with conviction and long-term focus.
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
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Ashwin Agarwal, CFA, is an investment professional with 15 years’ experience, ex-Fund Manager at Newberry Capital,... Ashwin Agarwal, CFA, is an investment professional with 15 years’ experience, ex-Fund Manager at Newberry Capital, and a graduate in Economics from Indiana University, Bloomington. Read More
Co-Founder of Moneyjar and Director at Wave PMS, he is a University of Illinois Urbana-Champaign alumnus and a macro-dri... Co-Founder of Moneyjar and Director at Wave PMS, he is a University of Illinois Urbana-Champaign alumnus and a macro-driven asset allocator with expertise in building dynamic investment strategies. Read More
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