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Fund Manager

Bharat Jain

Fund Manager · I Wealth

Bharat Jain runs 1 strategy on our shelf at I Wealth — graded on the same basis as every other manager we track.

4+ yr track record 1 strategy ₹200 Cr under watch Avg Nyra 4.2

AUM overseen

₹200 Cr

across tracked strategies

Strategies led

1 AIF

Avg Nyra Score

4.2

on the Nyra scale

Longest track

4 yrs

since inception

Profile

About Bharat Jain

Bharat Jain manages 1 strategy at I Wealth, spanning 1 AIF. Across the strategies PMS Sahi Hai tracks, Bharat oversees ₹200 Cr with an average Nyra Score of 4.2.

The tracked book spans 1 AIF strategies, and its strongest three-year run is +22% CAGR on I Wealth - I Wealth Fund 2. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.

Every strategy is graded on the same comparative basis, so Bharat's record can be read side by side against any other manager on the platform.

How they invest

Investment philosophy — a — discipline

Across the 1 strategy PMS Sahi Hai tracks, Bharat's portfolios share a — approach — here is the shape of it.

— at the core

Blends valuation discipline with growth conviction, leaning where the cycle pays.

High conviction

Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.

Through the cycle

A 4-year track record across rallies and drawdowns informs how positions are sized.

Risk-aware

Drawdowns are managed deliberately rather than chased — capital preservation comes first.

What they run

Strategies run by Bharat Jain

I Wealth - I Wealth Fund 2

Track record

How Bharat's strategies have performed

Trailing returns — annualised (CAGR) beyond one year, net of fees.

Strategy	1Y	3Y	5Y	SI	Max DD	Nyra
I Wealth - I Wealth Fund 2 AIF · ₹200 Cr	+58.3%	+22%	+30.7%	+23.8%	—	4.2

Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.

Nyra's take

A solid manager worth a closer look.

Bharat's tracked strategies average 4.2 on the Nyra scale across ₹200 Cr, primarily at I Wealth. Read the full detail on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.

Questions investors ask

Bharat Jain — FAQ

What does Bharat Jain manage?

Bharat Jain runs 1 strategy that PMS Sahi Hai tracks — I Wealth - I Wealth Fund 2 — totalling ₹200 Cr under watch, primarily at I Wealth.

What returns has Bharat delivered?

Across tracked strategies, Bharat's best three-year run is +22% CAGR (net of fees), with an average Nyra Score of 4.2. See the performance table above for the full period-by-period breakdown. Past performance is not indicative of future returns.

How are Bharat's strategies scored?

Each strategy gets a comparative 0–10 Nyra Score, applied on the same basis across the platform. Its detailed methodology is currently being validated and will be published on /score. Bharat's strategies average 4.2.

What's the minimum to invest with Bharat?

PMS mandates typically require a ₹50 lakh minimum, held in your own demat account. Onboarding runs through I Wealth with full KYC, and we can walk you through it end to end.

Is Bharat right for my portfolio?

Bharat Jain's 1 AIF strategies suit investors comfortable with that exposure and a ₹50 lakh+ ticket. Talk to our team — or ask Nyra — to check the fit against your goals and risk profile.

Ask Nyra about Bharat's strategies.

Ask Nyra View I Wealth Book a call about Bharat's strategies

Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Bharat Jain or I Wealth. This is not investment advice.