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CONCEPT INVESTWELL PVT LTD

CONCEPT INVESTWELL PVT LTD

AUM in Cr : 80 Cr
No of Clients : 85

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.

Schemes (7)

PMS
|
31 Oct 2022
|
AUM : 3 Cr
CITRUS MULTICAP
S and P BSE 100
Fund Returns
1M
4.58%
1Y
1.34%
Benchmark Returns
1M
4.73%
1Y
2.7
PMS
|
31 Oct 2022
|
AUM : 10 Cr
CITURAS MIDCAP
NIFTY Midcap 100
Fund Returns
1M
5.6%
1Y
3.94%
Benchmark Returns
1M
2.49%
1Y
3.16
PMS
|
31 Oct 2022
|
AUM : 4 Cr
CONCEPT AI DYNAMIC
S P BSE 200
Fund Returns
1M
0.61%
1Y
-3.53%
Benchmark Returns
1M
4.37%
1Y
2.78
PMS
|
31 Oct 2022
|
AUM : 29 Cr
CONCEPT LEGEND
S P BSE 200
Fund Returns
1M
4.11%
1Y
-3.53%
Benchmark Returns
1M
4.37%
1Y
2.78
PMS
|
31 Oct 2022
|
AUM : 1 Cr
CONCEPT LEGEND JAIN
S P BSE 200
Fund Returns
1M
3.35%
1Y
-6.08%
Benchmark Returns
1M
4.37%
1Y
2.78
PMS
|
31 Oct 2022
|
AUM : 6 Cr
CONCEPT MARVEL
S P BSE 200
Fund Returns
1M
2.81%
1Y
-10.09%
Benchmark Returns
1M
4.37%
1Y
2.78
PMS
|
31 Oct 2022
|
AUM : 14 Cr
CONCEPT SPECIAL
S P BSE 200
Fund Returns
1M
5.74%
1Y
8.75%
Benchmark Returns
1M
4.37%
1Y
2.78

Contacts

contact icon Contact Person
Mr. Navid Virani
7874205366
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10 - A, Union Heights, Maharana Pratap Road, Rahul Raj Mall Lane, Dumas Road, Surat - 395007
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