- SEBI reg.
- INP000006411
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Bhana Equity Advisors
₹1,013 Cr
Assets under management
146 clients · 2 strategies · 30 Sep 2026
Bhana Equity Advisors managed ₹1,013 crore for 146 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹0.23 crore and withdrew ₹2.02 crore.
Key numbers
- SEBI registration
- INP000006411
- Discretionary AUM
- ₹1,001 Cr
- Advisory assets
- ₹12 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Beaspecialised Portfolio (Beasp) | Equity | ₹519 Cr | −7.78% | −2.33% |
| Bea-India Growth Fund (Bea-Igf) | Equity | ₹481 Cr | −6.24% | −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 | 109 | ₹544 Cr |
| Non-resident Indians | Discretionary | 34 | ₹450 Cr |
| Domestic corporates | Advisory | 1 | ₹12 Cr |
| Domestic corporates | Discretionary | 2 | ₹6.51 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹0.23 Cr
- Outflow, Sep 2026
- ₹2.02 Cr
- Net, Sep 2026
- −₹1.79 Cr
- Inflow, FY to date
- ₹8.49 Cr
- Outflow, FY to date
- ₹11.37 Cr
- Net, FY to date
- −₹2.87 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 Bhana Equity Advisors manage?
₹1,013 crore for 146 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Bhana Equity Advisors have?
146 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Bhana Equity Advisors offer?
It reported 2 to SEBI for 30 Sep 2026: Beaspecialised Portfolio (Beasp), Bea-India Growth Fund (Bea-Igf).
Is Bhana Equity Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006411.
Has Bhana Equity 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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