Wealth Maximizer - PMS
A strategic PMS designed for discerning investors, harnessing proven Value Investing principles.
Key Features of Wealth Maximizer:
01
Long-Term Capital Appreciation
At the core of Wealth Maximizer is the commitment to long-term capital appreciation. We meticulously select a portfolio of Indian equities with the potential to deliver sustained growth over an extended period, ensuring that your wealth continues to prosper over time.
02
Momentum-Based Approach
Our investment strategy is grounded in a disciplined, concentrated momentum-based approach. MRG Capital capitalizes on market anomalies and meticulously chosen investment opportunities, leveraging the power of momentum to consistently outperform benchmarks.
03
Consistent Outperformance
Wealth Maximizer seeks to consistently outperform benchmarks. Through thorough research and strategic decision-making, we aim to stay ahead of market trends, providing investors with the opportunity to realize returns that surpass industry standards.
04
Robust Growth Trajectory
While prioritizing long-term capital appreciation, Wealth Maximizer is dedicated to creating a robust growth trajectory for your investments. We identify and invest in assets with the potential for substantial growth, aligning your portfolio with the dynamics of a rapidly evolving market.
05
Risk Management
We understand the importance of safeguarding your capital. Our approach integrates robust risk management strategies to navigate various market scenarios. This ensures that your investments are resilient, delivering stable returns even in the face of market fluctuations.
FUND DETAILS
Managed by
Manu Rishi Guptha
Date Of Inception
17th May 2019
Benchmark
NIFTY 50 TRI
Category
Equity Diversified
Minimum Investment Amount
Rs 50,00,000/- (50 lakhs)
Type
Open Ended
Investment Horizon
5-7 Years
Our Custodians
As per SEBI guidelines, all AIFs must appoint a registered custodian to ensure transparency and safeguard investor assets. MRG Capital has partnered with HDFC Bank as its SEBI-registered custodian, reinforcing our commitment to fiduciary integrity and investor confidence.
We also offer a fully digital onboarding process for your convenience. To learn more, get in touch with us