Wave Asset 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, Wave Asset 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.19.85 Cr.
Avg. 1 Year Return 4.63%
Active Clients 23
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 2 Year

Wave Asset PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

David Siemer & Benjamin Tsai

Founded In (year)

2023

Wave Asset Portfolio Management Service Performance or Returns

1 Year

4.63%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Wave Asset PMS Charges or Fees

Fixed Fees

NA

Variable AMC

NA

Variable Profit Sharing

16.67% Performance Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Wave Asset Portfolio Management Services

Check out various strategies or Investment approaches provided by Wave Asset Portfolio Managers.

Strategy Name Bloom
Start Date 3-May-24
Category LARGE & MID CAP
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks NA
1 Yr. Return 4.63%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Ashwin Agarwal

Top Fund Managers of Wave Asset PMS

#1

Mr Ashwin Agarwal

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Investment Facilities provide by Wave Asset Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Wave Asset Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Wave Asset PMS Dashboard Link

Web Platform


Wave Asset PMS Review or Ratings by Finec.in

Overall Rating

6.93 / 10

Portfolio Performance

6.90 / 10

Support

7.07 / 10

Facilities

6.83 / 10

Charges

6.76 / 10

Experience

7.10 / 10

Wave Asset Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008428

Contact Person

Mr.Ashwin R Agarwal

Telephone No.

0-91-9820001645

Address

Flat No 902, RNA Mirage,S K Ahire Marg, Worli,MUMBAI,MAHARASHTRA,400030

Starting Date

45273

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Wave Asset PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Wave Asset Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Wave Asset PMS

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