Worth saying up front: for most investors, most of the time, a good mutual fund does this job better and cheaper. PMS is a different tool, not a superior one. If it does not suit your situation, we will tell you so and point you to the funds that do.
(What you actually get) Four things a pooled fund cannot give you [Your own demat account =Shares are registered in your name. You are the legal owner of each holding, not a unit-holder in a fund.] [Every trade, visible =You see what was bought, when, at what price and why — not a monthly snapshot after the fact.] [A concentrated book =Typically 15–30 businesses. Conviction shows up in the returns, in both directions.] [Access to the manager =A named investment team you can put questions to, through us or directly.]
Three kinds of PMS
They differ in one thing: who presses the button.(Most common) Discretionary
You give the mandate; the manager buys and sells within the stated strategy without asking each time. Nearly every PMS offered in India is of this kind. [Best for -Investors who want a professional to act without waiting on them]
(Less common) Non-discretionary
The manager recommends; you approve each transaction before it happens. Slower, and you carry the timing risk of your own delays. [Best for -Investors who want the final call to stay with them]
(Advice only) Advisory
The manager advises; execution and custody remain entirely yours. Your securities never leave your control at any point. [Best for -Investors who already have execution sorted and want research]
The strategy we distribute
We are a distributor. We do not manage money, and we are not the portfolio manager of the strategy below. {Discretionary PMS , Multi-cap , Benchmark: BSE 500 TRI , Launched March 2026}How the manager picks stocks (InvestValue calls its framework Vector. Six filters, applied in sequence, described here as the manager describes them)
[V -Value & quality =Clean balance sheets, ROE and ROCE above 15%, transparent governance] [E -Earnings momentum =Consistent growth, margin trends, visible demand] [C -Chart structure =Healthy price trend, volume confirmation, position against moving averages] [T -Trend strength =Relative strength, institutional flows, volatility assessment] [O -Position sizing =Risk-aligned, conviction-based, liquidity-aware] [R -Review & rebalance =Quarterly committee reviews, defined exits, documented process](500 stocks :Universe screen =Market capitalisation and liquidity filters) (150–180 :Quantitative screen =Revenue CAGR above 10%, PAT CAGR above 12%, positive earnings momentum) (50–70 :Quality filter =ROE and ROCE above 15%, low debt to equity, positive operating cash flow, clean governance record) (15–30 :Momentum and risk =Price above key moving averages, relative strength against the BSE 500, controlled volatility, adequate liquidity)
What you see after we speak
The private layer — served to an investor who has confirmed eligibility and asked for it.
Private layer — after eligibility confirmation
(India Winners Portfolio — full terms
=InvestValue Capital Pvt. Ltd. · SEBI Reg. INP000009773 · Benchmark BSE 500 TRI)
[Portfolio manager | InvestValue Capital Pvt. Ltd., Andheri (East), Mumbai
=Nature | Discretionary Portfolio Management Services
=Minimum commitment | ₹50,00,000
=Option A — fixed fee | 2.50% per annum on daily AUM
=Option B — hybrid fee | 1.50% fixed plus 15% performance fee above a 10% hurdle
=Exit load | 2% in year 1 · 1% in year 2 · nil thereafter
=Strategy AUM | ₹21.76 Cr as on 31 May 2026
=Current holdings | 18 stocks · top 5 concentration 27.41%
=Position limits | 20% single stock · 20% single sector · 20% single group company
=Market cap mix | Model portfolio: large cap 22% · mid cap 25% · small cap 40% · cash 13%
=Live period | 2 March 2026 to 31 May 2026 — approximately three months
=Return since inception | 9.66% TWRR against the BSE 500 TRI at −2.34% over the same period. Absolute for roughly three months, not annualised.
=Investment leadership | Aditya Agarwala (Co-Founder & CIO, 17+ years), Siddharth Purohit (PM – =Equity, 20+ years), Sunny Trisal (PM – Debt, 19+ years)
=Grievance officer | Mr. Shubham Gagrani, InvestValue Capital]
{The strategy has been live for approximately three months. Returns for this period are absolute, not annualised, and cannot be projected forward.Returns are calculated using Time Weighted Rate of Return at aggregate strategy level and are not verified or certified by SEBI. An individual client's returns will differ from the strategy aggregate depending on entry date, additional investments, withdrawals, expenses and dividend income. Past performance may or may not be sustained in future. Standardised peer comparison is published by the Association of Portfolio Managers in India at apmiindia.org. Read the Disclosure Document before investing}
How onboarding runs
Two to four weeks from first conversation to a funded account.
(Verify everything we tell you
-You should not have to take our word for any of it. Here is where to check independently.)
{The manager's registration
=Every portfolio manager's SEBI registration number can be checked on the SEBI website's list of registered intermediaries. Ours is INP000009773 for InvestValue Capital. If a registration number cannot be verified, walk away.}
{Performance against peers
=The Association of Portfolio Managers in India publishes standardised, comparable performance for registered portfolio managers at apmiindia.org. Use it rather than any factsheet, including ours.}
{Our own credentials
=We hold NISM Series-XXI-A (PMS Distributors) certification and are registered with APMI under APRN APRN-XXXXX, which SEBI has required of all PMS distributors since 1 January 2025.}
[Risks you are accepting
=Capital loss : Returns are neither assured nor guaranteed. Equity portfolios fall, sometimes a long way.
=Concentration : With 15–30 holdings and a 20% single-stock limit, one bad position moves the whole portfolio.
=Short track records : A newly launched strategy may show striking early numbers. Three months cannot separate skill from market conditions.
=Small strategy size : A strategy running a modest corpus can behave differently as it grows, and its cost base is spread across fewer investors.
=Your returns will differ : Entry date, additional investments, withdrawals and expenses mean your outcome will not match the strategy's aggregate figures.
=Performance fees : Depending on how the hurdle and high-water mark are defined, a fee can be payable on gains in a good year even if a later year gives them back.
=Exit load : Leaving in the first two years costs you. Treat the money as committed for at least that long.
=Tax friction : The manager's trading creates realised gains in your hands each year, whether or not you take money out.
=Key person risk : Performance depends on a small investment team. Its departure changes the proposition.]
Frequently Asked Questions
Partners usually ask
What is the We Grow Wealth Partner Program?
It's a zero-investment program that lets you refer clients to buy or sell unlisted and pre-IPO shares through our platform, and earn commission on every closed deal.
Is there any fee to become a partner?
No. Signing up, verification and access to the partner dashboard are completely free — there's no upfront cost at any stage.
How and when do I get paid?
Commission is calculated on completed deals and paid out fortnightly directly to your registered bank account.
Do I need prior experience in financial services?
No prior experience is required. Our research reports and RM support are designed to help you guide clients confidently from day one.
Who can join the program?
Anyone with a network of potential investors — financial advisors, brokers, or individuals looking to build a second income stream — can apply.
Investments in Portfolio Management Services are subject to market and other risks. Returns are neither assured nor guaranteed and capital is at risk. Past performance is not indicative of future results. Read the Disclosure Document and all related documents carefully before investing.
Mutual fund distribution services referred to elsewhere on this website are provided by SMG Financial Services, a partnership firm holding AMFI Registration Number ARN-338796 and associated with We Grow Wealth Pvt. Ltd.
{Our role
=We Grow Wealth Pvt. Ltd. acts as a distributor of Portfolio Management Services. We are not a portfolio manager, we do not manage portfolios, and we do not hold client funds or securities at any stage.
=We are not a SEBI-registered Investment Adviser and do not provide investment advice or financial planning for a fee. Nothing on this page is a recommendation to invest in any strategy.
=PMS distribution is carried out by personnel holding NISM Series-XXI-A: PMS Distributors Certification, registered with the Association of Portfolio Managers in India under APRN APRN-XXXXX.}
(Disclosures
-The minimum investment in a PMS is ₹50 lakh, prescribed by the SEBI Regulations, 2020.
-Registration with SEBI does not imply approval or endorsement of any portfolio manager or strategy by SEBI, nor any assurance of returns.
-Performance information provided by portfolio managers is not verified or certified by SEBI. Standardised peer comparison is published by APMI at apmiindia.org.
-An individual client's returns will differ from a strategy's aggregate returns depending on entry date, additional investments, withdrawals, expenses and dividend income.
-We are remunerated by the portfolio manager on a trail basis only. No upfront commission is payable on PMS. You may approach any portfolio manager directly.
-Strategy names, frameworks and materials referred to on this page belong to their respective portfolio managers and are used with permission for distribution purposes.)
[Grievance redressal
-Level 1 : Our support desk: info@wegrowwealth.in, +91 XXXXX XXXXX (Mon–Sat, 9:00–18:30)
-Level 2 : The compliance or grievance officer of the concerned portfolio manager
-Level 3 : SEBI SCORES portal, scores.sebi.gov.in
-Level 4 : SMART ODR portal for online dispute resolution]
[Offer documents
=The Disclosure Document and PMS agreement for any strategy are provided by the portfolio manager and are also available on the manager's website. Read them before investing.
=Registered office: Majestic Signia Tower, Office No. 3, 8th Floor, A-27A, Sector 62, Noida, Uttar Pradesh.]