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Equity Focused Discretionary PMS
Wealthbridge Capital Advisors Private Limited
72.17 CR AUM
Equity Focused Discretionary PMS
Wealthbridge Capital Advisors Private Limited
72.17 CR AUM
BSE 500 TRI
Benchmark
9yr 6mo
Age
EQUITY
Strategy
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.
Fixed Fees
Not applicable
Variable Fees
Not applicable
Exit Load
BSE 500 TRI
Benchmark
9yr 6mo
Age
EQUITY
Strategy
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.
Fixed Fees
Not applicable
Variable Fees
Not applicable
Exit Load
vivek bhargava
Fund Manager
EQUITYStrategies
Businessperson, Investor former CEO of iProspect & DAN Performance Group Founder of Communicate 2 Co-founder of consumr.ai (formerly Profitwheel)
Purpose
To generate higher returns for our clients by identifying sectors with strong growth potential
Investment Approach v/s Benchmark Metrics
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1M IA return
-9.52%
1M benchmark return
-11.37%
Alpha
1.85%
1M Wealth multiple
0.90x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
-9.52%
1M benchmark return
-11.37%
Alpha
1.85%
1M Wealth multiple
0.90x
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