- SEBI reg.
- INP000008561
- Services
- Discretionary
- Reported
- 30 Sep 2026
Dwaith Advisory
₹237 Cr
Assets under management
39 clients · 2 strategies · 30 Sep 2026
Dwaith Advisory managed ₹237 crore for 39 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹10.62 crore and withdrew ₹0.04 crore.
Key numbers
- SEBI registration
- INP000008561
- Discretionary AUM
- ₹237 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Concentrated Growth Portfolio | Equity | ₹237 Cr | +39.27% | −2.33% |
| Deep Value Portfolio | Equity | ₹0.50 Cr | — | — |
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 | 38 | ₹210 Cr |
| Domestic corporates | Discretionary | 1 | ₹27.08 Cr |
Flows
- Inflow, Sep 2026
- ₹10.62 Cr
- Outflow, Sep 2026
- ₹0.04 Cr
- Net, Sep 2026
- ₹10.58 Cr
- Inflow, FY to date
- ₹30.68 Cr
- Outflow, FY to date
- ₹1.57 Cr
- Net, FY to date
- ₹29.11 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 Dwaith Advisory manage?
₹237 crore for 39 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Dwaith Advisory have?
39 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates.
Which PMS strategies does Dwaith Advisory offer?
It reported 2 to SEBI for 30 Sep 2026: Concentrated Growth Portfolio, Deep Value Portfolio.
Is Dwaith Advisory registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000008561.
Has Dwaith Advisory 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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