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Focused Strategy

Zen Wealth Management Services Ltd

20.93 CR AUM

Focused Strategy

Focused Strategy

Zen Wealth Management Services Ltd

20.93 CR AUM

BSE 500 TRI
Benchmark
1yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: 0.25% to 1% HURDLE RATE: 12% Or 15% FEES SHARING: 20%
Variable Fees
1ST YEAR : 0.25%
Exit Load
BSE 500 TRI
Benchmark
1yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: 0.25% to 1% HURDLE RATE: 12% Or 15% FEES SHARING: 20%
Variable Fees
1ST YEAR : 0.25%
Exit Load
Fund manager

satish kantheti

Fund Manager
EQUITYStrategies

Satish serves as a Chief Investment Officer (CIO) and Managing Director. Prior to this, he was heading the Equity Research Division at ZEN Securities Limited, a group company engaged in offering various Financial Services and Products. Satish has a cumulative experience of over 23 years in Equity Research and Investment Management space. For the last 2 decades, Satish has been involved in spreading investor awareness in Andhra Pradesh and Telangana, through media and investor meets. Satish is a CFA (ICFAI) and also has an MBA in Finance.

Satish serves as a Chief Investment Officer (CIO) and Managing Director. Prior to this, he was heading the Equity Research Division at ZEN Securities Limited, a group company engaged in offering various Financial Services and Products. Satish has a cumulative experience of over 23 years in Equity Research and Investment Management space. For the last 2 decades, Satish has been involved in spreading investor awareness in Andhra Pradesh and Telangana, through media and investor meets. Satish is a CFA (ICFAI) and also has an MBA in Finance.

Purpose

Generate Consistent long-term Wealth

Investment Approach v/s Benchmark Metrics

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1M IA return
-13.83%
1M benchmark return
-11.37%
Alpha
-2.46%
1M Wealth multiple
0.86x

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
-13.83%
1M benchmark return
-11.37%
Alpha
-2.46%
1M Wealth multiple
0.86x

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