CFA Level 1 (USA), MBA Finance, Masters in Commerce with PGDBA from CIMR, Bachelor of Management Studies Past Experience: Mr. Rouhak Shah has more than 13 years of overall experience in the field of equity dealing, Technical Analysis, good command on Developing Risk Parameters for avoiding financial risk, Market Intelligence etc. Prior to his association...
Funds Managed by Rouhak Shah
| Funds | AUM | Expense | |
|---|---|---|---|
| The Wealth Company Arbitrage Reg Gr Hybrid Arbitrage Fund Low to Moderate Risk | ₹152.76 Cr | 2.41% | - |
| The Wealth Company Ethical Reg Gr Equity Sectoral/ Thematic Very High Risk | ₹39.97 Cr | 2.01% | - |
| The Wealth Company Flexi Cap Reg Gr Equity Flexi Cap Very High Risk | ₹247.44 Cr | 2.10% | - |
| The Wealth Company Gold ETF Equity Sector - Precious Metals High Risk | ₹23.81 Cr | 0.29% | - |
| The Wealth Company Gold ETF FOF Reg Gr Equity Sector - Precious Metals High Risk | ₹14.33 Cr | 0.59% | - |
Frequently Asked Questions
What does a fund manager do?
A fund manager manages an investment fund by selecting securities, monitoring the market, managing risk, and making investment decisions to help achieve the fund’s objective.
How do I choose the right fund manager?
You can choose the right fund manager by checking their experience, investment style, past performance, consistency, risk management approach, and whether their strategy matches your financial goals.
What should I ask a fund manager before investing?
You should ask about their investment strategy, risk approach, portfolio composition, performance history, fee structure, and how they respond to changing market conditions.
How do fund managers select investments?
Fund managers select investments by analyzing companies, sectors, valuations, economic trends, risks, and opportunities that fit the fund’s overall strategy.
How do I evaluate a fund manager’s performance?
You can evaluate a fund manager’s performance by looking at long-term returns, benchmark comparison, consistency, downside protection, and risk-adjusted returns.
Does changing a fund manager affect a mutual fund?
Yes, changing a fund manager can affect a mutual fund because a new manager may follow a different investment style, risk level, or portfolio strategy.