- SEBI reg.
- INP000006323
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Concept Investwell
₹66.01 Cr
Assets under management
52 clients · 11 strategies · 30 Sep 2026
Concept Investwell managed ₹66.01 crore for 52 clients at 30 Sep 2026, across 11 strategies, most of it for domestic individuals and others. In September clients added ₹0 and withdrew ₹0.86 crore.
Key numbers
- SEBI registration
- INP000006323
- Discretionary AUM
- ₹48.02 Cr
- Advisory assets
- ₹17.99 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Concept Legend | Equity | ₹18.97 Cr | −5.62% | −2.33% |
| Concept Special | Equity | ₹18.67 Cr | −4.36% | −2.33% |
| Concept Magnus | Equity | ₹2.99 Cr | — | — |
| Concept Ai Dynamic | Equity | ₹2.83 Cr | +1.48% | −2.33% |
| Concept Marvel | Equity | ₹2.05 Cr | −9.68% | −2.33% |
| Concept Symphony | Multi-asset | ₹1.01 Cr | −0.25% | −2.33% |
| Concept Legend Flexi | Equity | ₹0.92 Cr | −3.35% | −2.33% |
| Concept Elegant | Equity | ₹0.47 Cr | −12.08% | −2.33% |
| Concept Valius | Equity | ₹0.10 Cr | — | — |
| Concept Efficio ETF Allocator | Equity | ₹0.01 Cr | — | — |
| Concept Legend Jain | Other | — | — | — |
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 | 40 | ₹39.89 Cr |
| Domestic individuals and others | Advisory | 3 | ₹15.48 Cr |
| Non-resident Indians | Discretionary | 6 | ₹4.69 Cr |
| Domestic corporates | Discretionary | 2 | ₹3.44 Cr |
| Domestic corporates | Advisory | 1 | ₹2.50 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.86 Cr
- Net, Sep 2026
- −₹0.86 Cr
- Inflow, FY to date
- ₹5.13 Cr
- Outflow, FY to date
- ₹9.83 Cr
- Net, FY to date
- −₹4.69 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 Concept Investwell manage?
₹66.01 crore for 52 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Concept Investwell have?
52 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Concept Investwell offer?
It reported 11 to SEBI for 30 Sep 2026: Concept Legend, Concept Special, Concept Magnus, Concept Ai Dynamic, Concept Marvel, Concept Symphony, Concept Legend Flexi, Concept Elegant, and 3 more.
Is Concept Investwell registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006323.
Has Concept Investwell 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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