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Concept Investwell Pvt Ltd
Concept Investwell Pvt Ltd

Concept Investwell Pvt Ltd

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AUM 78.86 Cr
(As on Oct, 2025)
No. of schemes5
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pms bazaar
About Concept Investwell Pvt Ltd

Concept Investwell Pvt Ltd manages assets worth Rs 78.86 crores. Its current offering of PMS schemes includes 1 Large Cap, 2 Multi Cap And Flexi Cap and 2 Mid And Large Cap schemes.

bt_logoPORTFOLIO MANAGERS

Siddharth Mandalaywala
Siddharth Mandalaywala
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year +1.39 %
Profile

Hemant Desai
Hemant Desai
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +-2.58 %
Profile

Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).

Hemant Desai
Hemant Desai
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +-2.58 %
Profile

Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
13 Out of 28
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
67 Out of 251
Fixed Fee
2.25%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
6 Out of 20
Fixed Fee
2.25%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
111 Out of 251
Fixed Fee
2.25%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
15 Out of 20
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Concept Investwell Pvt Ltd ?
The total AUM managed by Concept Investwell Pvt Ltd is ₹ 78.86 crores
What is the total number of schemes managed by Concept Investwell Pvt Ltd ?
The total number of schemes managed by Concept Investwell Pvt Ltd is 5
What is the best performing PMS scheme of Concept Investwell Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Legend Flexi.
What is the best performing PMS scheme of Concept Investwell Pvt Ltd in 3 years?
The best performing PMS scheme of Concept Investwell Pvt Ltd in 3 years is Concept Investwell - Marvel