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The First Global Indian Multi-Asset Allocation PMS (IMAAP)

The First Global Indian Multi-Asset Allocation PMS (IMAAP) is a Multi_asset Portfolio Management Service launched by First Global Finance Private Limited on February 2020. Managed by Devina Mehra, the fund holds ₹20 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh, with a AMC Charges 2%% fixed fee and Hurdle Rate 10.5% Performance fees 10%% performance fee. Trailing returns: 2.58% (1Y), 10.06% CAGR (3Y), 13.46% since inception. Performance data as of July 2026.

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The First Global Indian Multi-Asset Allocation PMS (IMAAP)

First Global Finance Private Limited

20.19 CR AUM

The First Global Indian Multi-Asset Allocation PMS (IMAAP)

The First Global Indian Multi-Asset Allocation PMS (IMAAP)

First Global Finance Private Limited

20.19 CR AUM

NSE Multi Asset Index 1
Benchmark
6yr 4mo
Age
MULTI_ASSET
Strategy
AMC Charges 2%
Fixed Fees
Hurdle Rate 10.5% Performance fees 10%
Variable Fees
0%
Exit Load
NSE Multi Asset Index 1
Benchmark
6yr 4mo
Age
MULTI_ASSET
Strategy
AMC Charges 2%
Fixed Fees
Hurdle Rate 10.5% Performance fees 10%
Variable Fees
0%
Exit Load
Fund manager

devina mehra

Fund Manager
MULTI_ASSETStrategies

Devina Mehra is the Co-Founder and Head of Research at First Global. She holds a graduation degree in Mathematics, Statistics and English from Lucknow University. She completed her MBA in the year 1986 from the storied IIM, Ahmedabad. She is a gold medalist at both IIM, Ahmedabad and Lucknow University.

Devina Mehra is the Co-Founder and Head of Research at First Global. She holds a graduation degree in Mathematics, Statistics and English from Lucknow University. She completed her MBA in the year 1986 from the storied IIM, Ahmedabad. She is a gold medalist at both IIM, Ahmedabad and Lucknow University.

What is this fund's investment objective?

To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.

How has The First Global Indian Multi-Asset Allocation PMS (IMAAP) performed?

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Wealth Creation Calculator

1M IA return
0.30%
1M benchmark return
1.49%
Alpha
-1.19%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.30%
1M benchmark return
1.49%
Alpha
-1.19%
1M Wealth multiple
1.00x

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