Wave Asset operates as a client-focused Portfolio Management Service (PMS) aiming to generate absolute returns through comprehensive research and proprietary modeling.
24.61
22
2
31 December 2025
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Bloom | Multi Cap & Flexi Cap | 24.61% | — | — | May 2024 |
| Pure Alpha | Multi Cap & Flexi Cap | 12.69% | — | — | Mar 2024 |
Past performance is not indicative of future results. Returns are subject to market risks.
Director , Fund Manager
Ashwin Agarwal, CFA, brings over 15 years of dedicated experience in asset management, including a prior role as Fund Manager at Newberry Capital. He holds a Bachelor's degree in Economics and a certificate in Business from Indiana University, Bloomington, USA.
Fund Manager
With over fifteen years of dedicated experience in capital markets, encompassing asset management, financial advisory services, and mergers and acquisitions (M&A), Rohan brings a comprehensive skill set. Previously, he was registered with SEBI as an Investment Adviser and was also a co-founder of Moneyjar, a pioneering investment platform. His expertise at Wave extends beyond fundamental stock selection, incorporating a strategic emphasis on macroeconomic trends and robust asset allocation frameworks. Rohan holds a Bachelor of Arts in Economics and a Master of Science in Finance from the University of Illinois at Urbana-Champaign (UIUC), USA.
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SEBI Registration: INP000008428
Registered Office: 902, RNA Mirage, S.K.Ahire Marg, Worli, Mumbai - 400030
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
