Affluense AI AFFLUENSE

Wealth Builder Plan

Shree Rama Managers LLP
PMS Multi Asset
Benchmark
NSE Multi Asset Index 2
Inception Date
8 April 2022
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This investment vehicle comprises a diversified basket of asset categories including equities, fixed income instruments, precious metals, and property. The asset allocation strategy mandates an 80% weighting towards equities, with the remaining 20% allocated across non-equity asset classes, managed through regular rebalancing.

Investment Objective

The investment strategy aims to achieve sustained capital appreciation while maintaining a comparatively stable risk profile. This is accomplished through strategic allocation across a comprehensively diversified collection of Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Infrastructure Investment Trusts (InvITs), and index funds. It is important to note that the achievement of the stated investment objective cannot be assured or guaranteed.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.55% -0.05% -0.50%
3 MONTHS 3.65% 3.31% 0.34%
6 MONTHS 2.11% 3.28% -1.17%
1 YEAR 6.96% 9.52% -2.56%
2 YEAR 13.35% 11.18% 2.17%
3 YEAR 18.60% 12.88% 5.72%
SINCE INCEPTION 13.86% 10.79% 3.07%

Calendar Year Performance

Year Return
CY 2025 6.96%
CY 2024 20.15%
CY 2023 29.83%

Financial Year Performance

Year Return
FY 26_YTD 11.92%
FY 25 8.36%
FY 24 35.15%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

[Founder Name], Founder of [Company Name], brings extensive expertise to asset management. A distinguished alumnus of IIM Bangalore and holding both FRM and CFA certifications, [Founder Name] has been instrumental in guiding entrepreneurs and professionals towards their financial objectives since 2006. [Founder Name] possesses a rich background in financial markets, having engaged with them since the age of 19. For over a decade, [Founder Name] has successfully operated a leading wealth advisory firm, dedicated to preserving client assets and facilitating the achievement of their desired financial outcomes.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
3 Yrs, 8 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 12.50% profit sharing on all profits

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)