- SEBI reg.
- INP000006916
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Helios Capital Asset Management (India)
₹3,378 Cr
Assets under management
973 clients · 4 strategies · 30 Sep 2026
Helios Capital Asset Management (India) managed ₹3,378 crore for 973 clients at 30 Sep 2026, across 4 strategies, most of it for foreign portfolio investors. In September clients added ₹25.31 crore and withdrew ₹21.04 crore.
Key numbers
- SEBI registration
- INP000006916
- Discretionary AUM
- ₹1,597 Cr
- Advisory assets
- ₹1,781 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Helios India Rising Portfolio | Equity | ₹1,556 Cr | +2.95% | −2.33% |
| Helios India Emerging Star Portfolio | Equity | ₹30.92 Cr | — | — |
| Helios India Liquid Portfolio | Debt | ₹8.05 Cr | +4.48% | +3.81% |
| Helios India Rising Core Equity Portfolio | Equity | ₹1.57 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 |
|---|---|---|---|
| Foreign portfolio investors | Advisory | 1 | ₹1,754 Cr |
| Domestic individuals and others | Discretionary | 813 | ₹1,174 Cr |
| Domestic corporates | Discretionary | 82 | ₹361 Cr |
| Non-resident Indians | Discretionary | 75 | ₹62.13 Cr |
| Domestic corporates | Advisory | 2 | ₹27.77 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹25.31 Cr
- Outflow, Sep 2026
- ₹21.04 Cr
- Net, Sep 2026
- ₹4.27 Cr
- Inflow, FY to date
- ₹104 Cr
- Outflow, FY to date
- ₹134 Cr
- Net, FY to date
- −₹30.33 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 Helios Capital Asset Management (India) manage?
₹3,378 crore for 973 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Helios Capital Asset Management (India) have?
973 clients at 30 Sep 2026, mainly foreign portfolio investors, domestic individuals and others, domestic corporates.
Which PMS strategies does Helios Capital Asset Management (India) offer?
It reported 4 to SEBI for 30 Sep 2026: Helios India Rising Portfolio, Helios India Emerging Star Portfolio, Helios India Liquid Portfolio, Helios India Rising Core Equity Portfolio.
Is Helios Capital Asset Management (India) registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006916.
Has Helios Capital Asset Management (India) 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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