- Manager
- Finwizard Technology
- Service
- Discretionary
- Asset class
- Equity
WealthEdge
+5.56%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Finwizard Technology’s WealthEdge returned 5.56% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹166 crore across its clients.
Key numbers
- AUM
- ₹166 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 1.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.88% | −5.57% | +0.69% |
| 3 months | −1.35% | −3.59% | +2.24% |
| 6 months | +7.12% | +8.07% | −0.95% |
| 1 year | +5.56% | −2.33% | +7.89% |
| Since inception | +6.00% | −0.84% | +6.84% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds99.73%₹166 Cr
- Cash and other0.27%₹0.45 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.65 Cr
- Outflow, Sep 2026
- ₹2.21 Cr
- Net, Sep 2026
- ₹3.44 Cr
- Net, FY to date
- ₹54.80 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 1.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has WealthEdge returned?
5.56% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.88%; 3 months: −1.35%; 6 months: 7.12%; 1 year: 5.56%; Since inception: 6.00%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 7.89 percentage points ahead.
How much does WealthEdge manage?
₹166 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages WealthEdge?
Finwizard Technology, a SEBI-registered portfolio manager (INP000008950), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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