Introducing Fisdom PMS Invite Only

Wealth edge your portfolio deserves

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Launching Fisdom PMS

Bridging the gap between investment return & investor return

Employing smart selection, strategic allocation, and adaptive timing to address performance gaps.

Bringing science & discipline to your wealth

  • Selection Effect
    Proprietary mutual fund ratings methodology forms the foundation of a robust selection framework.
  • Timing Effect
    Optimising exposure in a nimble, timely manner across market, business and economic cycles.
  • Allocation Effect
    Dynamic asset and constituent allocation strategies to optimise across cycles.

Fisdom’s EDGE: What differentiates us?

E

Effective & efficient

Effective strategies. Efficient pricing.

D

Dynamic allocation & selection

Model-driven selection & allocation across entire asset universe.

G

Growth orientation

Primarily built around a growth investing.

E

Endurance strategy

Resilient, sustainable risk-adjusted performance across market cycle.

Wealth creation, personalized for you!

Unbiased approach

No incentives are linked to underlying mutual funds since only direct plans are included. Ensures no conflict of interest.

Low, performance-based fee

The lowest fee structure in the industry. We grow only if your wealth grows.

Institutional research

Access to institutional research infrastructure; proprietary mutual fund ratings to in-house macroeconomic surveillance desk.

Allocation expertise

In-house asset class research and proprietary allocation model time-tested across cycles.

Hybrid approach to investment management

A robust blend of data-backed and model-driven decisions layered with a high degree of fund management discretion based market intelligence.

Meet your wealth wishers

  • Leadership

    Subramanya S V

    Co-founder & CEO, Fisdom
  • Leadership

    Anand Dalmia

    Co-founder & CBO, Fisdom
  • Leadership

    Girish Venkat

    Head of Wealth Management
  • Principal Officer

    Sabyasachi Mukherjee

    Principal Officer & Fund Manager
  • Research

    Nirav Karkera

    Head of Research, Fisdom
  • Research

    Sagar S Shinde

    VP - Research, Fisdom
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Minimum investment size - ₹50 Lakhs, as mandated by SEBI guidelines.