- SEBI reg.
- INP000005257
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Avendus Wealth Management Private
₹20,428 Cr
Assets under management
604 clients · 3 strategies · 30 Sep 2026
Avendus Wealth Management Private managed ₹20,428 crore for 604 clients at 30 Sep 2026, across 3 strategies, most of it for domestic corporates. In September clients added ₹26.07 crore and withdrew ₹0.50 crore.
Key numbers
- SEBI registration
- INP000005257
- Discretionary AUM
- ₹146 Cr
- Non-discretionary AUM
- ₹20,282 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Halo | Equity | ₹115 Cr | −4.36% | −2.33% |
| Prism | Multi-asset | ₹20.28 Cr | — | — |
| Plus | Multi-asset | ₹10.77 Cr | — | — |
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 corporates | Non-discretionary | 165 | ₹12,928 Cr |
| Domestic individuals and others | Non-discretionary | 397 | ₹7,027 Cr |
| Non-resident Indians | Non-discretionary | 14 | ₹328 Cr |
| Domestic individuals and others | Discretionary | 15 | ₹75.41 Cr |
| Domestic corporates | Discretionary | 11 | ₹58.96 Cr |
| Non-resident Indians | Discretionary | 2 | ₹11.23 Cr |
Flows
- Inflow, Sep 2026
- ₹26.07 Cr
- Outflow, Sep 2026
- ₹0.50 Cr
- Net, Sep 2026
- ₹25.57 Cr
- Inflow, FY to date
- ₹80.88 Cr
- Outflow, FY to date
- ₹7.76 Cr
- Net, FY to date
- ₹73.12 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 Avendus Wealth Management Private manage?
₹20,428 crore for 604 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Avendus Wealth Management Private have?
604 clients at 30 Sep 2026, mainly domestic corporates, domestic individuals and others, non-resident indians.
Which PMS strategies does Avendus Wealth Management Private offer?
It reported 3 to SEBI for 30 Sep 2026: Halo, Prism, Plus.
Is Avendus Wealth Management Private registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000005257.
Has Avendus Wealth Management Private 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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