Concept Investwell Pvt Ltd

Concept Investwell Pvt Ltd

AUM (Cr.)

75.49

Clients

57

Inv. Approach

5

As On Date

30 September 2025

CONCEPT Investwell Private Limited, part of the renowned CONCEPT Group established in 1995, has been dedicated to delivering comprehensive investment and capital market-related services. In 2018, the company gained a distinct identity to focus exclusively on non-secondary market services such as Portfolio Management Services (PMS), Mutual Funds, and Investment Advisory for a diverse range of clients, including NRIs. The firm prides itself on a strong research-driven approach, supported by a team of qualified professionals comprising Chartered Accountants (CAs), Chartered Financial Analysts (CFAs), MBAs, and Engineers. Guided by an experienced Fund Manager with over 14 years of expertise, CONCEPT Investwell emphasizes delivering high-quality research, disciplined investment strategies, and efficient wealth management solutions tailored to meet the evolving needs of its clients.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Legend Large Cap -10.78% 7.20% 8.16% 12.97% Jul 2009
Marvel Mid & Large Cap -10.10% 9.74% 11.74% 14.36% Oct 2009
Dynamic Mid & Large Cap -16.85% 3.34% 7.46% 14.89% Sep 2019
Elegant Multi Cap & Flexi Cap -11.26% NA NA NA Nov 2023
Legend Flexi Multi Cap & Flexi Cap -9.55% NA NA NA Apr 2024

* Returns are as on 30th September 2025. * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr Hemant Desai
Mr Hemant Desai

Fund Manager

Mr. Hemant Desai, the Promoter and Chairman of Concept Investwell Pvt. Ltd., brings with him nearly five decades of diverse professional experience spanning Banking, Management Consultancy, Real Estate, and Investment Services, including 25 years in Capital Market Services. Academically, he holds a graduate degree in Economics and a postgraduate degree in Business Management with a specialization in Finance. His extensive industry experience, strategic vision, and deep understanding of financial markets have been instrumental in shaping Concept Investwell’s growth and reputation as a trusted name in the investment management space.

Mr Siddharth Mandalaywala
Mr Siddharth Mandalaywala

Fund Manager

Mr. Siddharth Mandalaywala, the Fund Manager for both Portfolio Management Plans—Legend and Marvel at Concept Investwell Pvt. Ltd., brings over 13 years of experience in the capital markets. An MBA in Finance from Seventh Day Adventist College, he possesses a strong grasp of both macroeconomic and microeconomic factors, with deep expertise in fundamental analysis. Known for his sound judgment and ability to make swift, well-informed decisions, Mr. Mandalaywala combines analytical precision with a passionate commitment to investing. His philosophy is deeply aligned with his work ethic — he has true “skin in the game,” investing 100% of his personal savings in equities, reflecting his confidence and conviction in the asset class and his long-term investment approach.

AMC Reg. Address

10/A Union Heights, Maharana Pratap Road, Rahul Raj Mall Lane, Dumas Road, Surat, Gujarat, India-395007 SEBI Reg No.: INP000006323

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