Concept Investwell PMS or Portfolio Management Review 2025

Concept Investwell PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Concept Investwell Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.77 Cr.
Avg. 1 Year Return	6.65%
Active Clients	58
No. of Strategies	5
Minimum Investment	Rs.50 Lakh
Experience	7 Year

Concept Investwell PMS - Company Overview

Concept Investwell Portfolio Management Service Performance or Returns

1 Year

6.65%

Nifty 50 - 1 Year

10.74%

3 Year

8.79%

Nifty 50 - 3 Year

20.15%

5 Year

17.43%

Nifty 50 - 5 Year

11.52%

Concept Investwell PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

1.5% of Fund value

Variable Profit Sharing

10.00% (Profit sharing above 7.00%)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Best Strategies by Concept Investwell Portfolio Management Services

Check out various strategies or Investment approaches provided by Concept Investwell Portfolio Managers.

Strategy Name	Legend	Marvel	Dynamic	Elegant	Legend Flexi
Start Date	28-Jul-09	28-Oct-09	30-Sep-19	1-Nov-23	9-Apr-24
Category	LARGE CAP	LARGE & MID CAP	LARGE & MID CAP	FLEXICAP	FLEXICAP
Benchmark	S&P BSE 500	S&P BSE 500	S&P BSE 500	S&P BSE 500	S&P BSE 500
AUM (Rs.)	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed
No. of Stocks	19	18	20	17	NA
1 Yr. Return	3.58%	10.76%	3.73%	3.93%	11.25%
3 Yr. Return	8.09%	10.87%	7.42%	NA	NA
5 Yr. Return	15.55%	18.96%	17.78%	NA	NA
Fund Manager	Mr Siddharth Mandalaywala	Mr Siddharth Mandalaywala	Mr Hemant Desai	Mr Hemant Desai	Mr Siddharth Mandalaywala