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Optimiser Portfolio
Wealth Managers (India) Pvt. Ltd.
219.69 CR AUM
Optimiser Portfolio
Wealth Managers (India) Pvt. Ltd.
219.69 CR AUM
Nifty 50 TRI
Benchmark
5yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
5yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
mandar bagul
Fund Manager
EQUITYStrategies
Director & Senior Vice President- Advisory. Working with Wealth Managers since March 2003. Articleship with A.H. Joshi & Co, Pune. M. Com (Pune University) A.C.A, C.F.A CFPCM (Certified Financial Planner)
Purpose
Capital Appreciation
Investment Approach v/s Benchmark Metrics
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Wealth Creation Calculator
1M IA return
10.16%
1M benchmark return
7.49%
Alpha
2.67%
1M Wealth multiple
1.10x
Investment Approach v/s Benchmark Performance
2026
2026
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Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
10.16%
1M benchmark return
7.49%
Alpha
2.67%
1M Wealth multiple
1.10x
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