- Manager
- Avendus Wealth Management Private
- Service
- Discretionary
- Asset class
- Multi-asset
Prism
₹20.28 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Avendus Wealth Management Private’s Prism managed ₹20.28 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹20.28 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −3.22% | −2.41% | −0.81% |
| 3 months | −0.73% | −0.51% | −0.22% |
| 6 months | +6.94% | +6.82% | +0.12% |
| Since inception | +0.54% | +0.38% | +0.16% |
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.
Portfolio mix
- Mutual funds90.09%₹18.27 Cr
- Listed equity9.66%₹1.96 Cr
- Cash and other0.25%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹17.88 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prism returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.22%; 3 months: −0.73%; 6 months: 6.94%; Since inception: 0.54%.
How much does Prism manage?
₹20.28 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages Prism?
Avendus Wealth Management Private, a SEBI-registered portfolio manager (INP000005257), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app