APMI

Equity Focused Discretionary PMS

Investment Approach Details

₹72.41

(AUM CR)

PMS Provider Name

Wealthbridge Capital Advisors Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

25/09/2016

Age

8.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NAV less than 5 crore - 0.9% p.a. NAV greater than/equal to Rs. 5 crore but less than 10 crore - 0.7% p.a. NAV greater than/equal to Rs. 10 crore - 0.5% p.a.

Variable Fees Structure

Not applicable

Exit Load

Not applicable

Purpose

To generate higher returns for our clients by identifying sectors with strong growth potential

Fund Manager Details


VIVEK BHARGAVA Work Exp. NA Email ID WEALTHBRIDGE@GMAIL.COM Mobile No NA Details NA

VIVEK BHARGAVA

Work Exp. NA

Email ID WEALTHBRIDGE@GMAIL.COM

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.02

1 Year Turnover

0.92