- SEBI reg.
- INP000005777
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Equitree Capital Advisors
₹1,675 Cr
Assets under management
803 clients · 2 strategies · 30 Sep 2026
Equitree Capital Advisors managed ₹1,675 crore for 803 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹50.80 crore and withdrew ₹17.32 crore.
Key numbers
- SEBI registration
- INP000005777
- Discretionary AUM
- ₹1,618 Cr
- Advisory assets
- ₹57.31 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Equitree Emerging Opportunities | Equity | ₹1,617 Cr | −2.43% | −2.33% |
| Equitree Emerging Opportunities II | Equity | ₹0.05 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 | 617 | ₹1,084 Cr |
| Domestic corporates | Discretionary | 134 | ₹438 Cr |
| Non-resident Indians | Discretionary | 47 | ₹95.75 Cr |
| Foreign portfolio investors | Advisory | 1 | ₹23 Cr |
| Domestic corporates | Advisory | 2 | ₹20.24 Cr |
| Domestic individuals and others | Advisory | 2 | ₹14.07 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹50.80 Cr
- Outflow, Sep 2026
- ₹17.32 Cr
- Net, Sep 2026
- ₹33.48 Cr
- Inflow, FY to date
- ₹451 Cr
- Outflow, FY to date
- ₹49.46 Cr
- Net, FY to date
- ₹402 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 Equitree Capital Advisors manage?
₹1,675 crore for 803 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Equitree Capital Advisors have?
803 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Equitree Capital Advisors offer?
It reported 2 to SEBI for 30 Sep 2026: Equitree Emerging Opportunities, Equitree Emerging Opportunities II.
Is Equitree Capital Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000005777.
Has Equitree Capital 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