Concept Investwell Pvt Ltd

Concept Investwell Pvt Ltd

AUM (Cr.)


No. of Clients


No. of Strategy


As On

31 October 2022

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.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Concept Investwell - Legend
LARGE CAP -5.16% 8.81% 10.43% 6.80% 28 Jul, 2009
Concept Investwell - Marvel
MID CAP -7.92% 9.66% 14.36% 0.71% 28 Jul, 2009
Concept Investwell - Dynamic
MULTI CAP -3.96% 14.41% 20.74% NA 30 Sep, 2019

* All performance above are as on 31st Dec 2022 * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr. Hemant Desai

Mr. Hemant Desai

Fund Manager, PMS

Mr Siddharth Mandalaywala

Mr Siddharth Mandalaywala

Fund Manager

AMC Registered Address

10/A Union Heights ,Maharana Pratap Road, Rahul Raj Mall Lane,Dumas Road,Surat,Gujarat,India-395007
SEBI Reg No : INP000006323

AMC Investor Login Link

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AMC Website Link

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.