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Demat Mutual Fund

) Dematerialise your Mutual Fund Units

) Paperless Transaction

) Easy Tracking - Common Demat account Equity and mutual funds

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Portfolio Management & Advisory

) Simpler, Safer & Profitable.

) Driven by research, scientific models and investment experts.

) Structured & disciplined approach.

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Portfolio Performance
1 Year 3 Year 5 Year Since Inception
RW Industry Leaders (ID: 1st Oct.2009) 0.9 16.7 9.4 18.3
RW Unnati (ID: 2nd April 2013) -0.1 18.9 6.9 22.9
RW Shreyas Mini (ID: 1st Oct.2009) 0.7 20.5 13.7 17.5
Vs Benchmark
Nifty 100 0.4 14.7 9.5 9.7
Nifty Mid & Small 400 5.2 22.2 9.1 16.3
Nifty 500 1.5 16.3 9.4 9.9/12.6

As on February 2023, ID = Inception Date

1 yr is Absolute returns. 3yr/5yr/SI figures are CAGR Returns.

RESEARCH PARTNERSHIP

NARNOLIA FINANCIAL ADVISORS LIMITED

An exclusive arrangement with Narnolia Financial Advisors Limited for Research and Fund Advisory.

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R Wadiwala Daily Morning Guide

) Global Market Updates

) Derivatives Analysis

) Short Term Market Outlook

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OUR PRODUCTS & SERVICES

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R. WADIWALA RESEARCH

OUR INVESTMENT PHILOSOPHY

We recognises that every individual is unique in terms of his investment time horizon, investment objectives, personal financial situations, level of interest and inclination in the investment decision making process and last but not least, his risk taking ability.