Beyond benchmarks,
Beyond expectations.

...we aspire for 1000% returns in 7 years

SEBI SEBI REGISTERED
INPOOOOO8987

Request a Call Back

*50 lakh minimum investment as per SEBI.

Returns on Investment

7.76%

Benchmark
BSE 500

19.99%

Waya
Alpha

Generating Alpha
Beyond Benchmark

We aim for alpha generation through long-term investments driven by fundamental analysis, using technical indicators to refine our entry and exit strategies

AUA 400 cr +

Glimpse of Past

Phoenix Mills.

103% Returns in 9 months

HUDCO

100% Returns in 2 months

V.A Tech Vabag

100% Returns in 10 months

In the past, our stock recommendations have been guided by a well-defined investment thesis. We focus on sunrise sectors, selecting stocks poised for incremental growth and margin expansion, while carefully timing our entry based on quantitative and technical analysis.

Word From the Founder

Investment Philosophy

Fundamental Research

Fundamental research:

With a strong and dynamic research team, we deep dive into the universe of stocks and try to find out stocks with strong fundamentals.

Technical Research

Technical research:

With the markets becoming dynamic day by day, the need of fundamental research in conjunction with technical research is required to get in early and ride the complete wave of a stock. It helps us to capture the extra few percentage returns during the entry and exits, hence significantly impacting returns on the overall portfolio returns over time.

Dynamic Team

Dynamic and experienced team:

We maintain a strong team of dynamic individuals having worked in large corporates and Differentiated approach to risk management.

Aggressive Approach

Aggressive investment approach:

High concentration in high conviction stocks and small-cap centric approach.

Portfolio Construct

70%
Core
30%
Satellite

Core Portfolio: 70% of our portfolio is dedicated in acquiring multibagger stocks. We select these stocks based on their market leadership, multi-year growth potential, and emerging sector trends.

Satellite Portfolio : 30% of the allocation is focused on achieving higher returns in a short timeframe by investing in tactical picks, with the goal of capitalizing on immediate market opportunities.

Testimonials

Pallavi Shikha

Arun Kansara (CEO, KAVA and Associates)

★★★★★

I have been thoroughly impressed with WAYA PMS’s consistent and research-driven approach. The team remains grounded and rational, even during volatile market phases. Their professionalism and transparency give me complete confidence to continue investing with them.

Bhargav S

Nirmal Patel (CEO, AMPS Process)

★★★★★

WAYA PMS has an in-depth understanding of the Indian stock market and a proven ability to build high-performance portfolios. Their goal of wealth creation resonates with me, and they’ve certainly delivered on that promise.

Ranzan Ansari

Jaideep Hotha (CEO, LCPPL, Mumbai)

★★★★★

I've been investing with WAYA PMS for almost 6 months now, and the results have exceeded my expectations. Their disciplined and prudent investment strategy, backed by solid fundamentals, gives me the trust to allocate more capital with them.

Book Expert Call

Phone Icon

Book Expert Call

Get on a call with our investment experts to evaluate your portfolio & resolve your queries.

Onboarding Icon

Digital Onboarding

Our digital onboarding removes all paperwork ensuring a smooth process for you.

Investment Icon

PMS Investment

Once you add ₹50 Lakh, Wright PMS will actively start investing on your behalf.

Expert Call
PMS Charges

Scheme 1

Fixed
2.5 % of AUM

Scheme 2

10% Hurdle &
20% Sharing

Scheme 3

15%
Sharing

Frequently Asked Questions

01
What is a portfolio management scheme?
Portfolio Management Services (PMS) is a service where skilled portfolio managers and financial market Subject Matter Experts (SME) help you manage your portfolio. The objective of the PMS is to maximize the returns, while minimizing the risk.
02
What is PMS minimum investment?
The minimum investment amount for PMS is ₹50 Lakhs. At all times you need to maintain the minimum of ₹50 Lakhs in a PMS fund.
03
What is PMS fee?
PMS providers may charge a fixed fee, a performance-based fee, or a combination of both. The fee structure varies from provider to provider and sometimes investor to investor.
04
Can I withdraw from PMS?
Yes, you can fully withdraw from PMS. For partial withdrawals, you must maintain at least ₹50 Lakhs in each PMS account. Exit loads may also apply.
05
Who is eligible to invest in PMS?
The following are eligible to invest in PMS:
• Resident Indians
• Non-Resident Indians (with PIS account)
• Hindu Undivided Families (HUF)
• Corporate entities such as Pvt Ltd, Public Ltd, Partnerships
06
Can we do SIP in PMS?
Yes, you can invest via SIP in PMS, provided you have already invested the minimum of ₹50 Lakhs.
07
Do I get access to my portfolio in PMS?
Yes, every PMS investor gets login access to view their complete portfolio with full details of holdings, purchase price, CMP, realized & unrealized gains/losses.
Instagram LinkedIn Twitter

Start your journey to financial freedom today! 🔥

Waya aims to simplify the trading and investment journey for new generations of investors in Indian equity market using technology.

©2022 Waya Financial Technologies Pvt Ltd