Bharat Jain
Bharat Jain runs 1 strategy on our shelf at I Wealth — graded on the same seven pillars as every other manager we track.
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 9.0.
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 seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Bharat's record can be read side by side against any other manager on the platform.
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.
Strategies run by Bharat Jain
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% | — | 9.0 |
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.
A top-tier manager on our scale.
Bharat's tracked strategies average 9.0 on the Nyra scale across ₹200 Cr, primarily at I Wealth. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Bharat Jain — FAQ
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Ask Nyra 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.