- SEBI reg.
- INP000006077
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Agreya Capital Advisors
₹1,248 Cr
Assets under management
426 clients · 8 strategies · 30 Sep 2026
Agreya Capital Advisors managed ₹1,248 crore for 426 clients at 30 Sep 2026, across 8 strategies, most of it for domestic individuals and others. In September clients added ₹29.90 crore and withdrew ₹31.06 crore.
Key numbers
- SEBI registration
- INP000006077
- Discretionary AUM
- ₹1,231 Cr
- Non-discretionary AUM
- ₹10.33 Cr
- Advisory assets
- ₹6.11 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Agreya Multi-Asset | Multi-asset | ₹426 Cr | +3.89% | +3.12% |
| Agreya Total Return | Equity | ₹337 Cr | +21.42% | −2.33% |
| Agreya Momentum | Equity | ₹177 Cr | −8.19% | −7.09% |
| Agreya Total Return Enhancer | Equity | ₹96.74 Cr | +14.06% | −2.33% |
| Agreya Portfolio Return Optimiser | Multi-asset | ₹94.04 Cr | +0.42% | +3.12% |
| Agreya Multi-Asset Enhancer | Multi-asset | ₹68.44 Cr | +0.64% | +3.12% |
| Agreya Momentum Enhancer | Equity | ₹16 Cr | −8.30% | −7.09% |
| Agreya Value Momentum Strategy | Equity | ₹15.70 Cr | +15.83% | −2.33% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 362 | ₹943 Cr |
| Domestic corporates | Discretionary | 25 | ₹210 Cr |
| Non-resident Indians | Discretionary | 36 | ₹78.57 Cr |
| Domestic individuals and others | Non-discretionary | 2 | ₹10.33 Cr |
| Domestic corporates | Advisory | 1 | ₹6.11 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹29.90 Cr
- Outflow, Sep 2026
- ₹31.06 Cr
- Net, Sep 2026
- −₹1.16 Cr
- Inflow, FY to date
- ₹194 Cr
- Outflow, FY to date
- ₹212 Cr
- Net, FY to date
- −₹18.46 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Agreya Capital Advisors manage?
₹1,248 crore for 426 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Agreya Capital Advisors have?
426 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Agreya Capital Advisors offer?
It reported 8 to SEBI for 30 Sep 2026: Agreya Multi-Asset, Agreya Total Return, Agreya Momentum, Agreya Total Return Enhancer, Agreya Portfolio Return Optimiser, Agreya Multi-Asset Enhancer, Agreya Momentum Enhancer, Agreya Value Momentum Strategy.
Is Agreya Capital Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006077.
Has Agreya Capital Advisors had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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