Wealthy Nivesh Multi-Asset FoF PMS marks 10-month milestone

Wealthy Nivesh has announced that its flagship Wealthy Nivesh Multi-Asset FoF PMS has completed 10 months of live operations. As of August 31, 2026, the SEBI-registered Portfolio Management Service reported an outperformance of 5.71% (alpha) over its benchmark, the BSE 500 TRI.

Developed as a strategic evolution of the firm's Mutual Fund Distribution practice, the Multi-Asset FoF PMS is designed to reduce operational friction during market shifts by providing centralized, portfolio-specific execution. The structure utilizes a fund-of-funds architecture to achieve multi-AMC diversification, mitigating style-concentration risks and preventing over-reliance on a single fund manager.

The strategy offers flexible pricing options, including fixed management and performance-linked fees, allowing for greater investor control. This performance was achieved despite a volatile global macro environment characterized by equity market fluctuations and geopolitical tensions.