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.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Legend | Large Cap | 1.19% | 9.41% | 9.05% | Jul 2009 |
| Marvel | Mid & Large Cap | -6.34% | 10.54% | 9.98% | Oct 2009 |
| Dynamic | Mid & Large Cap | -2.74% | 9.60% | 11.46% | Sep 2019 |
| Elegant | Multi Cap & Flexi Cap | -2.48% | — | — | Nov 2023 |
| Legend Flexi | Multi Cap & Flexi Cap | 1.67% | — | — | Apr 2024 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).
Fund Manager
Mr. Siddharth Mandalaywala has experience of 13 years in capital market. An MBA with specialization in Finance, he has thorough knowledge of all macro, micro economic aspects. He has very good understanding of Fundamental Analysis. He possesses good judgment and can take quick decisions. He is fund manager for both Portfolio Management Plans - Legend and Marvel. He is very passionate for the job. He has skin in the game as all his savings is into Equities (100%). He has done MBA in Finance from Seventh Day Adventist College.
Get in touch with our investment advisors to learn more about Concept Investwell Pvt Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000006323
Registered Office: 10/A Union Heights ,Maharana Pratap Road, Rahul Raj Mall Lane,Dumas Road,Surat,Gujarat,India-395007
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
