- SEBI reg.
- INP000008206
- Services
- Discretionary
- Reported
- 30 Sep 2026
Citrus Advisors
₹99.18 Cr
Assets under management
190 clients · 7 strategies · 30 Sep 2026
Citrus Advisors managed ₹99.18 crore for 190 clients at 30 Sep 2026, across 7 strategies, most of it for domestic individuals and others. In September clients added ₹1.70 crore and withdrew ₹0.13 crore.
Key numbers
- SEBI registration
- INP000008206
- Discretionary AUM
- ₹99.18 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Citrus Sector Leaders | Equity | ₹46.92 Cr | +0.96% | −7.09% |
| Citrus Midcap Marvels | Equity | ₹35.05 Cr | +4.39% | −2.33% |
| Citrus Wealth Fusion Fund | Multi-asset | ₹7.17 Cr | +3.93% | −7.09% |
| Citrus Sayam | Equity | ₹5.39 Cr | — | — |
| Citrus Index Plus Fund Strategy | Equity | ₹2.22 Cr | −2.14% | −7.09% |
| Citrus Mutual Fund Strategy(Aggressive) | Equity | ₹1.87 Cr | +2.99% | −7.09% |
| Citrus Mutual Fund Strategy(Moderate) | Hybrid | ₹0.56 Cr | +4.52% | — |
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 | 158 | ₹83.34 Cr |
| Non-resident Indians | Discretionary | 20 | ₹10.60 Cr |
| Domestic corporates | Discretionary | 12 | ₹5.23 Cr |
Flows
- Inflow, Sep 2026
- ₹1.70 Cr
- Outflow, Sep 2026
- ₹0.13 Cr
- Net, Sep 2026
- ₹1.58 Cr
- Inflow, FY to date
- ₹14.86 Cr
- Outflow, FY to date
- ₹2.30 Cr
- Net, FY to date
- ₹12.56 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 Citrus Advisors manage?
₹99.18 crore for 190 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Citrus Advisors have?
190 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Citrus Advisors offer?
It reported 7 to SEBI for 30 Sep 2026: Citrus Sector Leaders, Citrus Midcap Marvels, Citrus Wealth Fusion Fund, Citrus Sayam, Citrus Index Plus Fund Strategy, Citrus Mutual Fund Strategy(Aggressive), Citrus Mutual Fund Strategy(Moderate).
Is Citrus Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000008206.
Has Citrus 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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