PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
CRISIL Composite Bond Index
Inception
6 June 2023
Min. Investment
1,00,00,000
AUM (₹ Cr)
860.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.56%

6.82%

7.95%

NA NA

11.85%

Handpicked by PAWealth
ValueQuest - Platinum
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 July 2014
Min. Investment
10,00,00,000
AUM (₹ Cr)
3272.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.56%

6.13%

-12.54%

20.75%

28.61%

19.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 July 2021
Min. Investment
50,00,000
AUM (₹ Cr)
42.98
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.56%

11.38%

25.67%

16.90%

NA

15.53%

Benchmark
NIFTY 50 Total Return Index
Inception
3 August 2015
Min. Investment
50,00,000
AUM (₹ Cr)
22.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.55%

8.35%

2.70%

11.93%

18.69%

10.21%

Green Lantern - Alpha Fund
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
13 February 2020
Min. Investment
1,00,00,000
AUM (₹ Cr)
53.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.55%

2.42%

3.64%

30.16%

31.09%

31.93%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
513.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.55%

17.86%

13.19%

32.12%

NA

21.89%

Benchmark
NIFTY 50 Total Return Index
Inception
21 March 2025
Min. Investment
50,00,000
AUM (₹ Cr)
47.65
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.54%

7.72%

NA NA NA

10.74%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 November 2023
Min. Investment
50,00,000
AUM (₹ Cr)
1.38
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.52%

5.59%

4.34%

NA NA

17.49%

ASK Strategic
Equity: Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
31 December 2009
Min. Investment
50,00,000
AUM (₹ Cr)
53.24
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.52%

-3.09%

-4.35%

10.45%

13.67%

14.17%

ASK - Growth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
29 January 2001
Min. Investment
50,00,000
AUM (₹ Cr)
1044.36
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.50%

1.25%

-2.13%

8.75%

11.70%

17.90%