Ksema Wealth Pvt Ltd
AUM (Cr.)
144.23
No. of Clients
61
No. of Investment Approach
4
As On
31 January 2026
Ksema Wealth Private Ltd was incorporated in 2010 to provide Investment Services for its exclusive clientele from India, Middle East and South East Asia. Promoted by Professionals whose combined experience exceeds 90 man-years in the field of Investments in multi asset classes that include direct equity, fixed income, bonds, real estate and structured products. KSEMA is well capitalized beyond the regulatory requirement of Rs 50 million (approx. USD 602K). KSEMA has strong Technology backbone to support its Operations and client service. KSEMA has well experienced research team that travels from Idea creation to Execution and constant monitoring.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Multi Asset Portfolio Ctrl Alt Grow |
Multi Asset | NA | NA | NA | NA | Jan 2026 |
Alpha |
Large Cap | 9.45% | 8.88% | 18.12% | 18.11% | Jan 2019 |
Multicap |
Small & Mid Cap | 8.97% | 8.29% | 18.51% | 19.74% | Jan 2019 |
Future Frontier Portfolio |
Multi Cap & Flexi Cap | NA | NA | NA | NA | Jan 2026 |
* Returns are as on 31st January 2026, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr Sankar Kailasam
CIO
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Articles
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News
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AMC Registered Address
New No. 2, Old No. 20, Manikkam street, Off Jubilee Road West Mambalam, Chennai – 600033, Tamil Nadu, India
SEBI Reg No : INP000006299
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.