Reliance Wealth Management Ltd
No. of Clients
No. of Investment Approach
31 August 2022
Reliance Wealth Management, part of Reliance group is a 100% subsidiary of Reliance Capital Limited. An open architecture and multi-asset class platform offers bespoke integrated wealth solutions to UHNWIs, Family Offices and Institutions across India & Overseas. With over 16 years in business operations, the bouquet of our exclusive offerings covers the entire product spectrum including portfolio management services, investment advisory, wealth advisory, capital management and asset management amongst others. Our strong research team delivers highly personalized, research-driven expertise around wealth creation and help our clients to fulfil their financial ambitions.
|PMS Investment Approach(s)||Returns|
|Investment Approach||Category||1 Yr||2 Yr||3 Yr||5 Yr||Inception Date|
Reliance - Alpha Growth
|MULTI CAP||-1.53%||25.19%||28.74%||1.80%||22 Jan, 2008|
Reliance - Alpha Large Cap
|LARGE CAP||-0.61%||21.54%||20.17%||5.10%||28 Apr, 2014|
Reliance - EBOP
|SMALL CAP||1.56%||30.87%||34.50%||1.88%||01 Feb, 2017|
Reliance - Mint
|MID CAP||1.47%||23.81%||27.76%||7.39%||23 Jun, 2014|
* Returns are as on 30th April 2023, * 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
AMC Registered Address
4Th Floor, North Wing, Reliance Centre, Off Western Express Highway, Santacruz East, Mumbai - 400 055.
SEBI Reg No : INP000002353
AMC Investor Login Link
AMC Website Link
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