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Company
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Portfolio Management Services

15 to 25 stocks.Chosen like an owner would.

Top-quartile over 3 and 5 years. Verified by PMS Bazaar.

PMS Bazaar 3 & 5 Year
Top Q
PMS Bazaar 3 & 5 Year
Stocks per strategy
15-25
Stocks per strategy
Conviction holding period
3-5 Year
Conviction holding period

The strategies

The investment framework

GARP — Growth at a
Reasonable Price

GARP runs across all four PMS strategies. We don't overpay, and we back businesses that are actually growing. It rules out two mistakes: cheap but failing, and growing but overpriced. That leaves 15 to 25 names. Same discipline across Multicap, Multi Asset, Ten Trillion and Blue-chip. Different universes.

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The process

What happens
after you invest

Illustration of a smiling face beside a percent sign
  1. 01Onboarding ConversationWe understand your situation and timeline before investing anything.
  2. 02Portfolio ConstructionWe build your portfolio to the strategy you chose.
  3. 03Quarterly ReportingPerformance, reasoning and changes — in detail, not summaries.
  4. 04Annual Strategy ReviewYour situation changes. We review and adjust.

Third-party verification

PMS Bazaar

Top quartile

3-year and 5-year timeframes independently verified

Speak with the team

Investment leadership

Request an introduction. First conversation is free. No commitment.

CA Prathmesh Agrawal

Principal Officer & Fund Manager · ACMIIL PMS

Investment Strategist. 15+ years in Indian equities and PMS. The accountable officer.

Speak with the investment team

Common questions

SEBI AMC Regn:
MF/086/25/12 · PMS Bazaar top-quartile · Sovereign fund in IIOF

How do I start investing with The Wealth Company?

The investor who is doing this for someone else carries a different kind of responsibility. It is not just about returns. It is about certainty. The structure you build needs to hold not just when markets are good but when life gets complicated. That certainty comes from structure, not from product selection.

The structure that holds when markets do not

Allocation is decided before volatility arrives, not during it. We size positions so that a drawdown never forces a sale, and we rebalance on rules rather than on sentiment.

What responsible investing actually looks like

Deep diligence before capital is committed and active involvement after. We publish what we own, why we own it and what would make us change our mind.

What is the minimum to begin?

Mutual funds start at ₹500 through a SIP. PMS requires a ₹50 lakh minimum as mandated by SEBI, and AIF participation is limited to eligible and accredited investors.

How do I become a distribution partner?

One relationship with The Wealth Company gives your practice access to mutual funds, AIFs, PMS, demat and trading accounts, research and market insights. Start with Become a Partner and our partner desk will onboard you.

SEBI PMS · INP 000005801Min ₹50 lakhPMS Bazaar top-quartileDeloitte-audited AIF

Portfolio management services are provided by Asit C. Mehta Investment Interrmediates Ltd (ACMIIL), SEBI Portfolio Manager Registration: INP 000005801. PMS is not suitable for all investors. Minimum investment ₹50 lakh as per SEBI regulations.

Past performance is not indicative of future returns. Please read the Disclosure Document carefully before investing.