- SEBI reg.
- INP000004946
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Basant Maheshwari Wealth Advisers
₹219 Cr
Assets under management
277 clients · 2 strategies · 30 Sep 2026
Basant Maheshwari Wealth Advisers managed ₹219 crore for 277 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹0.72 crore and withdrew ₹9.69 crore.
Key numbers
- SEBI registration
- INP000004946
- Discretionary AUM
- ₹217 Cr
- Advisory assets
- ₹1.88 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| BMW Multi Cap Fund | Equity | ₹193 Cr | −12.86% | −2.33% |
| BM Legacy Builders | Equity | ₹23.79 Cr | −14.89% | −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 | 256 | ₹202 Cr |
| Non-resident Indians | Discretionary | 19 | ₹14.85 Cr |
| Non-resident Indians | Advisory | 1 | ₹1.46 Cr |
| Domestic individuals and others | Advisory | 1 | ₹0.42 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹0.72 Cr
- Outflow, Sep 2026
- ₹9.69 Cr
- Net, Sep 2026
- −₹8.97 Cr
- Inflow, FY to date
- ₹3.94 Cr
- Outflow, FY to date
- ₹28.93 Cr
- Net, FY to date
- −₹24.98 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 Basant Maheshwari Wealth Advisers manage?
₹219 crore for 277 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Basant Maheshwari Wealth Advisers have?
277 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians.
Which PMS strategies does Basant Maheshwari Wealth Advisers offer?
It reported 2 to SEBI for 30 Sep 2026: BMW Multi Cap Fund, BM Legacy Builders.
Is Basant Maheshwari Wealth Advisers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000004946.
Has Basant Maheshwari Wealth Advisers 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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