Information only. Not advice, not a marketplace.
53 clients · 52 months · INP000006323
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000006323 |
| Date of Registration | 2018-12-13 |
| Registered since | 7 yr 9 mo |
| Principal Officer | Mr.HEMANTKUMAR ISHWARLAL DESAI |
| Principal Officer Email | hemant@conceptinvestwell.com |
| Contact Number | 91-0261-2206000 |
| Compliance Officer | Mr.NIRAV PARULBHAI DESAI |
| Compliance Email | compliance@conceptinvestwell.com |
| Address | 10 A UNION HEIGHTS ,MAHARANA PRATAP ROAD, RAHUL RAJ MALL LANE,DUMAS ROAD,SURAT,SURAT,GUJARAT,INDIA,395007 |
| Age | 52 months |
Strategies
Open a strategy, then add up to four to Compare.
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Showing 11 of 11 strategies
Trailing return from filed months
- 1Y
- 5.33%
- 3Y
- 4.35%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -5.70%
- 3Y
- 3.42%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -9.92%
- 3Y
- 2.75%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -4.54%
- 3Y
- 6.46%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -1.67%
- 3Y
- 7.38%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -23.32%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -4.93%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -0.26%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
Not reported
Needs 12 months
Needs 12 months
Needs 12 months
Not reported
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
Not reported
Needs 12 months
Needs 12 months
Needs 12 months
Not reported
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
Not reported
Needs 12 months
Needs 12 months
Needs 12 months
Not reported
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Concept Investwell Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Concept Investwell Private Limited performed?
- Concept Investwell Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do Concept Investwell Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Concept Investwell Private Limited strategies are listed?
- 11 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Concept Investwell Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more