- SEBI reg.
- INP000002437
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Allegro Securities
₹134 Cr
Assets under management
35 clients · 10 strategies · 30 Sep 2026
Allegro Securities managed ₹134 crore for 35 clients at 30 Sep 2026, across 10 strategies, most of it for domestic individuals and others. In September clients added ₹6.12 crore and withdrew ₹0.02 crore.
Key numbers
- SEBI registration
- INP000002437
- Discretionary AUM
- ₹134 Cr
- Non-discretionary AUM
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| ALLEGRO SIGNATURE Long Term Capital Appreciation throug | Equity | ₹73.19 Cr | — | — |
| Heron - Long Term Capital Appreciation Through Equities | Equity | ₹16.17 Cr | +3.35% | −7.09% |
| HealthCare - Long Term Capital Appreciation through equities | Equity | ₹12.21 Cr | −0.89% | −7.09% |
| HighGrowth - Long Term Capital Appreciation through equities investments | Equity | ₹8.51 Cr | +3.71% | −7.09% |
| DEBTFOF Long Term Capital Appreciation through DEBT MF | Debt | ₹7.55 Cr | +5.10% | +3.81% |
| BLUECHIP- Long Term Capital Appreciation through Equity MF | Equity | ₹7.21 Cr | +0.25% | −7.09% |
| DIVERSIFIED - Long Term Capital Appreciation through Equity MF | Equity | ₹4.06 Cr | +0.96% | −7.09% |
| MIDCAP - Long Term Capital Appreciation through Equity MF | Equity | ₹2.02 Cr | +1.20% | −7.09% |
| Liquid Funds | Debt | ₹1.65 Cr | +5.89% | +3.81% |
| BALANCED - Long Term Capital Appreciation through Equity MF | Hybrid | ₹1.55 Cr | −0.59% | +0.23% |
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 | 35 | ₹134 Cr |
Flows
- Inflow, Sep 2026
- ₹6.12 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹6.10 Cr
- Inflow, FY to date
- ₹10.39 Cr
- Outflow, FY to date
- ₹0.41 Cr
- Net, FY to date
- ₹9.98 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 Allegro Securities manage?
₹134 crore for 35 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Allegro Securities have?
35 clients at 30 Sep 2026, mainly domestic individuals and others.
Which PMS strategies does Allegro Securities offer?
It reported 10 to SEBI for 30 Sep 2026: ALLEGRO SIGNATURE Long Term Capital Appreciation throug, Heron - Long Term Capital Appreciation Through Equities, HealthCare - Long Term Capital Appreciation through equities, HighGrowth - Long Term Capital Appreciation through equities investments, DEBTFOF Long Term Capital Appreciation through DEBT MF, BLUECHIP- Long Term Capital Appreciation through Equity MF, DIVERSIFIED - Long Term Capital Appreciation through Equity MF, MIDCAP - Long Term Capital Appreciation through Equity MF, and 2 more.
Is Allegro Securities registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000002437.
Has Allegro Securities 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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