Waya Financial 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, Waya Financial 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.20.24 Cr.
Avg. 1 Year Return 11.34%
Active Clients 34
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 1 Year

Waya Financial PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Amit Vora

Founded In (year)

2024

Waya Financial Portfolio Management Service Performance or Returns

1 Year

11.34%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Waya Financial PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Profit Sharing above 10%)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Waya Financial Portfolio Management Services

Check out various strategies or Investment approaches provided by Waya Financial Portfolio Managers.

Strategy Name Bin73 Sunrise Alpha
Start Date 19-Nov-24
Category SMALL & MID CAP
Benchmark S&P BSE 501
AUM (Rs.) Not Disclosed
No. of Stocks 17
1 Yr. Return 11.34%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Brijesh Arun Soni

Top Fund Managers of Waya Financial PMS

#1

Mr Brijesh Arun Soni

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Investment Facilities provide by Waya Financial Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Waya Financial 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

Waya Financial PMS Dashboard Link

Web Platform


Waya Financial PMS Review or Ratings by Finec.in

Overall Rating

7.58 / 10

Portfolio Performance

7.73 / 10

Support

7.54 / 10

Facilities

7.77 / 10

Charges

7.47 / 10

Experience

7.39 / 10

Waya Financial Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008987

Contact Person

Mr.Brijesh Arunbahi Soni

Telephone No.

00-91-9821245693

Address

3602, A Wing, Rustomjee Elanza,Off Link Road, Malad West,MUMBAI,MAHARASHTRA,400064

Starting Date

45545

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Waya Financial PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Waya Financial Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Waya Financial PMS

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