- SEBI reg.
- INP000009117
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Angel One Investment Managers and Advisors
₹1,294 Cr
Assets under management
611 clients · 14 strategies · 30 Sep 2026
Angel One Investment Managers and Advisors managed ₹1,294 crore for 611 clients at 30 Sep 2026, across 14 strategies, most of it for domestic individuals and others. In September clients added ₹70.39 crore and withdrew ₹24.66 crore.
Key numbers
- SEBI registration
- INP000009117
- Discretionary AUM
- ₹654 Cr
- Non-discretionary AUM
- ₹640 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Ionic Allocate Portfolio-Aggressive | Multi-asset | ₹282 Cr | +10.24% | +3.12% |
| Ionic Yield Enhancer Strategy | Debt | ₹148 Cr | +10.89% | +3.81% |
| Ionic Allocate Portfolio-Moderate | Hybrid | ₹101 Cr | +16.06% | −2.65% |
| Ionic Allocate Portfolio-Equity | Equity | ₹55.91 Cr | +5.74% | −7.09% |
| Ionic PIPE Strategy | Equity | ₹30.22 Cr | −7.01% | −2.33% |
| Ionic Vantage Portfolio | Equity | ₹17.82 Cr | — | — |
| Ionic Liquid Approach STP | Debt | ₹16.05 Cr | +6.31% | +3.81% |
| Ionic Summit Portfolio-Aggressive | Multi-asset | ₹2 Cr | — | — |
| Ionic Summit Portfolio-Equity | Equity | ₹0.51 Cr | — | — |
| Ionic Summit Portfolio-Moderate | Hybrid | ₹0.49 Cr | — | — |
| Ionic Autopilot Portfolio | Multi-asset | ₹0.15 Cr | — | — |
| Ionic High Grade Debt Strategy | Debt | ₹0 | — | — |
| Ionic Navigator Portfolio | Equity | ₹0 | — | — |
| Ionic Navigator Portfolio Midcap | Equity | ₹0 | — | — |
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 | 490 | ₹567 Cr |
| Domestic individuals and others | Non-discretionary | 75 | ₹554 Cr |
| Domestic corporates | Discretionary | 26 | ₹81.60 Cr |
| Non-resident Indians | Non-discretionary | 2 | ₹69.47 Cr |
| Domestic corporates | Non-discretionary | 7 | ₹16.29 Cr |
| Non-resident Indians | Discretionary | 11 | ₹5.61 Cr |
Flows
- Inflow, Sep 2026
- ₹70.39 Cr
- Outflow, Sep 2026
- ₹24.66 Cr
- Net, Sep 2026
- ₹45.73 Cr
- Inflow, FY to date
- ₹379 Cr
- Outflow, FY to date
- ₹139 Cr
- Net, FY to date
- ₹240 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 Angel One Investment Managers and Advisors manage?
₹1,294 crore for 611 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Angel One Investment Managers and Advisors have?
611 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Angel One Investment Managers and Advisors offer?
It reported 14 to SEBI for 30 Sep 2026: Ionic Allocate Portfolio-Aggressive, Ionic Yield Enhancer Strategy, Ionic Allocate Portfolio-Moderate, Ionic Allocate Portfolio-Equity, Ionic PIPE Strategy, Ionic Vantage Portfolio, Ionic Liquid Approach STP, Ionic Summit Portfolio-Aggressive, and 6 more.
Is Angel One Investment Managers and Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009117.
Has Angel One Investment Managers and 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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