- SEBI reg.
- INP000008093
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Fortuna Asset Managers
₹110 Cr
Assets under management
90 clients · 3 strategies · 30 Sep 2026
Fortuna Asset Managers managed ₹110 crore for 90 clients at 30 Sep 2026, across 3 strategies, most of it for domestic individuals and others. In September clients added ₹2.77 crore and withdrew ₹0.73 crore.
Key numbers
- SEBI registration
- INP000008093
- Discretionary AUM
- ₹106 Cr
- Non-discretionary AUM
- ₹3.59 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Fortuna Long Term Capital Compounding Approach | Equity | ₹99.04 Cr | +10.65% | −2.33% |
| Fortuna Inflation Protect Approach | Debt | ₹5.34 Cr | +8.06% | +3.81% |
| Fortuna Three Multi Asset Growth Strategy | Multi-asset | ₹1.75 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 | 70 | ₹81.45 Cr |
| Domestic corporates | Discretionary | 5 | ₹14.73 Cr |
| Non-resident Indians | Discretionary | 12 | ₹9.94 Cr |
| Domestic individuals and others | Non-discretionary | 3 | ₹3.59 Cr |
Flows
- Inflow, Sep 2026
- ₹2.77 Cr
- Outflow, Sep 2026
- ₹0.73 Cr
- Net, Sep 2026
- ₹2.04 Cr
- Inflow, FY to date
- ₹31.30 Cr
- Outflow, FY to date
- ₹11.42 Cr
- Net, FY to date
- ₹19.89 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 Fortuna Asset Managers manage?
₹110 crore for 90 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Fortuna Asset Managers have?
90 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Fortuna Asset Managers offer?
It reported 3 to SEBI for 30 Sep 2026: Fortuna Long Term Capital Compounding Approach, Fortuna Inflation Protect Approach, Fortuna Three Multi Asset Growth Strategy.
Is Fortuna Asset Managers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000008093.
Has Fortuna Asset Managers 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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