- SEBI reg.
- INP000009560
- Services
- Discretionary
- Reported
- 30 Sep 2026
Jade Wealth Management
₹7.32 Cr
Assets under management
7 clients · 1 strategy · 30 Sep 2026
Jade Wealth Management managed ₹7.32 crore for 7 clients at 30 Sep 2026, across 1 strategy, most of it for domestic corporates.
Key numbers
- SEBI registration
- INP000009560
- Discretionary AUM
- ₹7.32 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Jade Wealth Flexi Cap Fund | Equity | ₹7.32 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 corporates | Discretionary | 1 | ₹3.86 Cr |
| Domestic individuals and others | Discretionary | 5 | ₹2.95 Cr |
| Non-resident Indians | Discretionary | 1 | ₹0.51 Cr |
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Inflow, FY to date
- ₹5.54 Cr
- Outflow, FY to date
- ₹0.20 Cr
- Net, FY to date
- ₹5.34 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 Jade Wealth Management manage?
₹7.32 crore for 7 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Jade Wealth Management have?
7 clients at 30 Sep 2026, mainly domestic corporates, domestic individuals and others, non-resident indians.
Which PMS strategies does Jade Wealth Management offer?
It reported 1 to SEBI for 30 Sep 2026: Jade Wealth Flexi Cap Fund.
Is Jade Wealth Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009560.
Has Jade Wealth Management 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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