IA Insight Report
IA Insight REPORT

IDPL Wealthy Nivesh Multi Asset

Investment Approach Details

₹3.00

(AUM CR)
   

Indniveza Distributors Private Limited

BSE 500 TRI

Equity

Equity,Mutual Fund,Plain Debt

26/11/2025

3 Months

5000000

NA

NA

NA

   

To generate superior risk adjusted returns over the medium to long
term with an unconstrained approach to invest across market cap and
asset classes through Active and Passive Mutual Funds. While the
fund is primarily oriented towards equity markets, it retains the flexibility to allocate selectively to commodities (primarily bullions) and fixed
income instruments, depending on prevailing market conditions and
macroeconomic indicators.

Fund Manager Details

Ankit Garg

14.00 years

ankit@wn-pms.in

9152101734

Ankit comes with more than 14 years of experience in Portfolio and Wealth Management across India & UAE. He has previously worked with HDFC Bank

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/01/2026

1.07

NA