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Barclays Wealth Creator
Barclays Securities (India) Private Limited
64.23 CR AUM
Barclays Wealth Creator
Barclays Securities (India) Private Limited
64.23 CR AUM
Nifty 50 TRI
Benchmark
15yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
15yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
narayan shroff
Fund Manager
EQUITYStrategies
Narayan Shroff is currently a Director Private Clients India at Barclays Private Bank. Narayan Shroff brings experience from previous roles at ICICI Bank, Benchmark Asset Management Company Pvt. Ltd.
surjitt singh arora
Fund Manager
EQUITYStrategies
Surjitt Singh Arora is an experienced investment professional who joined Barclays Private Bank India in 2025 as the Portfolio Manager and Head of Equities for its India Portfolio Management Services (PMS) division.
1OF2
Purpose
Barclays Wealth Creator portfolio is an actively managed bespoke portfolio that aims to invest in a concentrated set of equity shares with an endeavor to outperform SENSEX by investing over medium to long term.
Investment Approach v/s Benchmark Metrics
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1M IA return
-9.27%
1M benchmark return
-11.30%
Alpha
2.03%
1M Wealth multiple
0.91x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-9.27%
1M benchmark return
-11.30%
Alpha
2.03%
1M Wealth multiple
0.91x
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