Established in 1995, the CONCEPT Group provides comprehensive investment and capital market-related services. Within this group, **CONCEPT Investwell Private Limited** was incorporated in 2018 as a distinct entity. Its operational focus is on non-secondary market offerings, including Portfolio Management Services, Mutual Funds, and Investment Advisory services. These services are extended to a diverse clientele, encompassing Non-Resident Indians (NRIs). Our dedicated Research team comprises qualified professionals, including Chartered Accountants (CAs), Chartered Financial Analysts (CFAs), Master of Business Administration (MBAs), and Engineers. This team is led by a Fund Manager with over 14 years of industry experience. Their expertise is instrumental in delivering high-quality research and facilitating efficient investment solutions.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Legend | Large Cap | 1.19% | 9.41% | 9.05% | Jul 2009 |
| Marvel | Mid & Large Cap | -6.34% | 10.54% | 9.98% | Oct 2009 |
| Dynamic | Mid & Large Cap | -2.74% | 9.60% | 11.46% | Sep 2019 |
| Elegant | Multi Cap & Flexi Cap | -2.48% | — | — | Nov 2023 |
| Legend Flexi | Multi Cap & Flexi Cap | 1.67% | — | — | Apr 2024 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Mr. Hemant Desai serves as the Promoter and Chairman of Concept Investwell Pvt. Ltd. He holds a graduate degree in Economics and a postgraduate qualification in Business Management with a focus on Finance. These academic credentials are complemented by approximately 50 years of extensive professional experience across Banking, Management Consultancy, Real Estate, and Investment Services, including a significant 25-year tenure in Capital Markets Services.
Fund Manager
Mr. Siddharth Mandalaywala brings 13 years of experience in the capital markets. A finance-specialized MBA graduate, he possesses a comprehensive understanding of macroeconomic and microeconomic factors. His expertise in fundamental analysis is well-established. He demonstrates strong decision-making capabilities and an aptitude for timely execution. Mr. Mandalaywala serves as the fund manager for both the Legend and Marvel Portfolio Management Plans. His dedication to his role is evident. Aligning his personal investment strategy with his professional conviction, his entire savings are allocated to equities, representing 100% of his personal holdings. He holds an MBA in Finance from Seventh Day Adventist College.
Get in touch with our partner to learn more about Concept Investwell Pvt Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000006323
Registered Office: 10/A Union Heights ,Maharana Pratap Road, Rahul Raj Mall Lane,Dumas Road,Surat,Gujarat,India-395007
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
