About Company
Zen Wealth Management Services Ltd
Zen Wealth Management Services Ltd, incorporated in December 2007 and based in Hyderabad, is a premier financial services firm specializing in Portfolio Management Services (PMS). Originally established in 1994 as a division of Zen Securities Ltd, it has built a reputation for its "Client First" philosophy and research-driven investment strategies. Registered with SEBI, the firm offers discretionary and non-discretionary services, focusing on capital preservation and long-term wealth creation. Their specialized strategies, such as Multicap, Emerging Opportunities, and Focused portfolios, cater to diverse risk appetites with a minimum investment threshold of ₹50 lakhs. Under the leadership of Managing Director Satish Kantheti, the company emphasizes transparency, logic-based processes, and a bespoke investing approach tailored to individual client objectives.
Investment Philosophy
Zen Wealth Management Services Ltd follows a balanced, goal-oriented investment philosophy centered on consistency, diversification, and risk control:
- Client-Centric Portfolio Design
Investment strategies are tailored to individual financial goals, time horizon, and risk tolerance. - Asset Allocation First Approach
Focus on optimal allocation across asset classes as a key driver of returns and risk management. - Blend of Growth & Stability
Combines equities for capital appreciation with fixed income and alternatives for stability. - Research-Driven Investing
Decisions are based on fundamental analysis, macro insights, and ongoing market evaluation. - Diversified Portfolio Construction
Allocation across sectors, instruments, and strategies to reduce concentration risk. - Active Portfolio Monitoring
Continuous review and rebalancing to adapt to changing market conditions. - Risk Management Focus
Strong emphasis on capital preservation through disciplined execution and exit strategies. - Long-Term Wealth Creation
Encourages a patient, long-term approach to benefit from compounding and market cycles.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Focused Strategy
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Zen Wealth Management Services Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹26.39 | 2.58 | 5.31 | 2.13 | 19.93 | NA | NA | NA | NA | 8.36 |
| Benchmark | NA | -0.17 | -2.34 | -5.39 | -0.07 | NA | NA | NA | NA | -0.26 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Rama Krishna Neti
Rama Krishna serves as Fund Manager and is having close to 20 years of experience in Equity Research and Investment Management. Before joining, ZEN Wealth, Rama Krishna has been part of Investment teams at ING Vysya Bank (now Kotak Mahindra Bank), HSBC and State Bank of India. He holds a Masters degree in Finance.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.