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.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Multicap 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 | ₹282.68 | 2.62 | 11.88 | 1.01 | 0.44 | 2.91 | 13.72 | 17.64 | 15.02 | 14.50 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 14.42 |
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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