Director , Fund Manager
Ashwin Agarwal, CFA. Ex-Fund manager Newberry Capital, 15 years of experience in asset management, Bachelors in economics and business certificate from Indian University, Bloomington, USA
Wave Asset Private Limited – Portfolio Management Services (PMS)
Wave Asset is a client centric PMS which seeks to deliver absolute returns based on in depth research and propietary models
AUM (₹ Cr)
24.61
Clients
22
Strategies
2
As On
31 December 2025
Investment Strategies & Performance
Portfolio Management Services (PMS)
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Bloom | Multi Cap & Flexi Cap | 24.61% | — | — | May 2024 |
| Pure Alpha | Multi Cap & Flexi Cap | 12.69% | — | — | Mar 2024 |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Managers & Fund Management Team
Fund Manager
Rohan has 15-plus years of experience in capital markets, covering asset management, financial advisory, and M&A. He was previously registered with SEBI as an Investment Adviser and also the co-founded Moneyjar, an innovative investment platform. Aside from bottom-up stock picking, Rohan brings a sharp focus on macro trends and asset allocation frameworks to Wave. He holds a B.A. in Economics and an M.S. in Finance from the University of Illinois at Urbana-Champaign (UIUC), USA.
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Regulatory Information
SEBI Registration: INP000008428
Registered Office: 902, RNA Mirage, S.K.Ahire Marg, Worli, Mumbai - 400030
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)