Concept Investwell 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. They have built a Research team that consist of CAs, CFAs, MBAs and Engineers lead by Fund Managers having an experience of more than 14 years, to provide quality research and focusing to cater for efficient investment services.


PMS Product Performance

Company Name /
Product Name
Product Name Fund Manager Date of inception AUM 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Concept Investwell DynamicDynamic01 Sep 2019--2.6%-3.6%-3.7%26.6%35.4%---24.2%
Concept Investwell LegendLegendMr. Siddharth Mandalaywala28 Jul 2009--1.0%-4.4%-6.7%9.1%28.0%12.7%9.8%14.0%12.8%
Concept Investwell MarvelMarvelMr. Siddharth Mandalaywala 12 Oct 2009-0.4%-3.8%-9.4%12.0%32.3%14.7%5.1%12.7%10.8%



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