- SEBI reg.
- INP000008969
- Services
- Discretionary
- Reported
- 30 Sep 2026
Equentis Wealth Advisory Services
₹122 Cr
Assets under management
186 clients · 3 strategies · 30 Sep 2026
Equentis Wealth Advisory Services managed ₹122 crore for 186 clients at 30 Sep 2026, across 3 strategies, most of it for domestic individuals and others. In September clients added ₹6.17 crore and withdrew ₹2.31 crore.
Key numbers
- SEBI registration
- INP000008969
- Discretionary AUM
- ₹122 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Equentis Multi Cap Portfolio | Equity | ₹92.04 Cr | +2.66% | −7.09% |
| Equentis Concentrated Portfolio | Equity | ₹23.80 Cr | −0.77% | −7.09% |
| Equentis Special Opportunities Portfolio | Equity | ₹6.47 Cr | +3.40% | −7.09% |
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 | 184 | ₹121 Cr |
| Non-resident Indians | Discretionary | 1 | ₹0.65 Cr |
| Domestic corporates | Discretionary | 1 | ₹0.62 Cr |
Flows
- Inflow, Sep 2026
- ₹6.17 Cr
- Outflow, Sep 2026
- ₹2.31 Cr
- Net, Sep 2026
- ₹3.86 Cr
- Inflow, FY to date
- ₹28.02 Cr
- Outflow, FY to date
- ₹13.46 Cr
- Net, FY to date
- ₹14.57 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 Equentis Wealth Advisory Services manage?
₹122 crore for 186 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Equentis Wealth Advisory Services have?
186 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Equentis Wealth Advisory Services offer?
It reported 3 to SEBI for 30 Sep 2026: Equentis Multi Cap Portfolio, Equentis Concentrated Portfolio, Equentis Special Opportunities Portfolio.
Is Equentis Wealth Advisory Services registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000008969.
Has Equentis Wealth Advisory Services 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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