- SEBI reg.
- INP000009515
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
DV Investment Advisors
₹315 Cr
Assets under management
85 clients · 2 strategies · 30 Sep 2026
DV Investment Advisors managed ₹315 crore for 85 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹8 crore and withdrew ₹0.82 crore.
Key numbers
- SEBI registration
- INP000009515
- Discretionary AUM
- ₹315 Cr
- Non-discretionary AUM
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| DVIA Bespoke All-Weather Portfolio | Multi-asset | ₹303 Cr | +7.98% | +2.21% |
| DVIA Bespoke Dynamic Debt Portfolio | Debt | ₹11.83 Cr | +5.97% | +9.25% |
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 | 79 | ₹255 Cr |
| Domestic corporates | Discretionary | 6 | ₹59.38 Cr |
Flows
- Inflow, Sep 2026
- ₹8 Cr
- Outflow, Sep 2026
- ₹0.82 Cr
- Net, Sep 2026
- ₹7.18 Cr
- Inflow, FY to date
- ₹64.83 Cr
- Outflow, FY to date
- ₹16.44 Cr
- Net, FY to date
- ₹48.38 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 DV Investment Advisors manage?
₹315 crore for 85 clients at 30 Sep 2026, as reported to SEBI.
How many clients does DV Investment Advisors have?
85 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates.
Which PMS strategies does DV Investment Advisors offer?
It reported 2 to SEBI for 30 Sep 2026: DVIA Bespoke All-Weather Portfolio, DVIA Bespoke Dynamic Debt Portfolio.
Is DV Investment Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009515.
Has DV Investment 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app