- SEBI reg.
- INP000006031
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Fort Capital Investment Advisory
₹228 Cr
Assets under management
142 clients · 2 strategies · 30 Sep 2026
Fort Capital Investment Advisory managed ₹228 crore for 142 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹15.75 crore and withdrew ₹0.07 crore.
Key numbers
- SEBI registration
- INP000006031
- Discretionary AUM
- ₹223 Cr
- Advisory assets
- ₹5 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Fort Dynamic | Equity | ₹209 Cr | +5.29% | −7.09% |
| Fort Value | Equity | ₹13.56 Cr | +23.72% | −2.33% |
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 | 114 | ₹163 Cr |
| Domestic corporates | Discretionary | 17 | ₹49.94 Cr |
| Non-resident Indians | Discretionary | 10 | ₹9.72 Cr |
| Domestic corporates | Advisory | 1 | ₹5 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹15.75 Cr
- Outflow, Sep 2026
- ₹0.07 Cr
- Net, Sep 2026
- ₹15.68 Cr
- Inflow, FY to date
- ₹42.28 Cr
- Outflow, FY to date
- ₹32.66 Cr
- Net, FY to date
- ₹9.62 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 Fort Capital Investment Advisory manage?
₹228 crore for 142 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Fort Capital Investment Advisory have?
142 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Fort Capital Investment Advisory offer?
It reported 2 to SEBI for 30 Sep 2026: Fort Dynamic, Fort Value.
Is Fort Capital Investment Advisory registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006031.
Has Fort Capital Investment 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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