
CONCEPT INVESTWELL PVT LTD
AUM in Cr : 80 Cr
No of Clients : 86
CONCEPT Investwell Private Limited is part of CONCEPT Group, which was established in Year 1995 to serve for Investment and Capital Market related Services. CONCEPT Investwell Private Limited has received its separate identity in year 2018 to focus on Non-Secondary Market Services like Portfolio Management Services, Mutual Fund, Investment Advisory for all categories of clients including NRIs. We have built Research team consist of CAs, CFAs, MBAs and Engineers lead by Fund Manager having experience of more than 14 years, to provide quality research and focusing to cater for efficient investment services.
Growth Trend
Flow Trend
Schemes (7)
PMS
|
31 May 2023
|
AUM : 7 Cr
CONCEPT AI DYNAMIC
S P BSE 500 TRI
Fund Returns
1M
2.82%
1Y
17.99%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 27 Cr
CONCEPT LEGEND
S P BSE 500 TRI
Fund Returns
1M
4.05%
1Y
5.07%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 1 Cr
CONCEPT LEGEND JAIN
S P BSE 500 TRI
Fund Returns
1M
4.22%
1Y
4.59%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 5 Cr
CONCEPT MARVEL
S P BSE 500 TRI
Fund Returns
1M
4.44%
1Y
6.41%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 13 Cr
CONCEPT SPECIAL
S P BSE 500 TRI
Fund Returns
1M
1.59%
1Y
7.1%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 11 Cr
INVESTWELL MIDCAP
S P BSE 500 TRI
Fund Returns
1M
5.68%
1Y
28%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 2 Cr
INVESTWELL MULTICAP
S P BSE 500 TRI
Fund Returns
1M
8.48%
1Y
20.34%
Benchmark Returns
1M
3.78%
1Y
12.85
Contacts
Mr. Navid Virani
7874205366
7874205366
10/A UNION HEIGHTS ,MAHARANA PRATAP ROAD, RAHUL RAJ MALL LANE,DUMAS ROAD,SURAT,SURAT,GUJARAT,INDIA,395007
www.conceptinvestwell.com
navidvirani@gmail.com
navidvirani@gmail.com
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