APMI

Complete Circle Stellar Wealth PMS

Investment Approach Details

₹33.35

(AUM CR)

PMS Provider Name

Complete Circle Wealth Solutions Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

13/06/2023

Age

1.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The primary investment objective of the Portfolio Manager is to generate capital appreciation over the medium to long term by investing in equity / equity related instruments of companies listed in the Indian equity markets and any other permissible Securities/ instruments/products in which the Portfolio Manager can invest in as per Applicable Laws. The Portfolio Manager would seek to generate capital appreciation and/ or recurring gains/ income on Clientâ??s capital from such investments.

Fund Manager Details


Gurmeet Chadha
Work Exp. NA
Email ID Gurmeet@completecirclewealth.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

1.16