SEBI reg.
INP000008376
Services
Discretionary, Non-discretionary, Advisory
Reported
30 Sep 2026

LGT Wealth India

₹3,291 Cr

Assets under management

233 clients · 11 strategies · 30 Sep 2026

LGT Wealth India managed ₹3,291 crore for 233 clients at 30 Sep 2026, across 11 strategies, most of it for domestic individuals and others. In September clients added ₹93.49 crore and withdrew ₹62.86 crore.

Key numbers

SEBI registration
INP000008376
Discretionary AUM
₹568 Cr
Non-discretionary AUM
₹2,600 Cr
Advisory assets
₹124 Cr
Min. investment
₹50 lakh (SEBI)
Complaints pending
0

Strategies

LGT Wealth India’s PMS strategies, largest first
StrategyAsset classAUM1 yearBenchmark 1Y
PRIMA - Short Term Debt DPMSDebt₹167 Cr+7.11%+0.08%
PRIMA - Flexi Debt DPMSDebt₹162 Cr+9.22%+0.08%
CURATE - Multi Asset DPMSMulti-asset₹93.71 Cr+2.24%+2.21%
OPTIMA - Multi Cap Equities DPMSEquity₹57.26 Cr+5.02%−7.09%
LIGHTHOUSE - Large Cap Equities DPMSEquity₹53.29 Cr−5.82%−7.09%
ULTIMA SELECT - Equities DPMSEquity₹9.30 Cr−5.61%−7.09%
PRIMA - All Seasons Debt DPMSDebt₹8.42 Cr——
MAXIMA - Mid Cap Equities DPMSEquity₹5.40 Cr+7.26%−7.09%
PRIMA - Credit Opportunities DPMSDebt₹5.16 Cr+11.33%+0.08%
EDGE - Multi Factor Mutual Funds DPMSEquity₹3.94 Cr−0.17%−7.09%
PLATINA SELECT - Mutual Funds DPMSEquity₹2.16 Cr+0.75%−7.09%

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

LGT Wealth India’s clients and assets by client type and service
Client typeServiceClientsAUM
Domestic individuals and othersNon-discretionary138₹1,554 Cr
Domestic corporatesNon-discretionary26₹865 Cr
Domestic corporatesDiscretionary24₹363 Cr
Domestic individuals and othersDiscretionary27₹186 Cr
Non-resident IndiansNon-discretionary10₹180 Cr
Foreign portfolio investorsAdvisory1₹124 Cr
Non-resident IndiansDiscretionary7₹19.65 Cr

For the advisory service, AUM is the assets it advises on.

Flows

Inflow, Sep 2026
₹93.49 Cr
Outflow, Sep 2026
₹62.86 Cr
Net, Sep 2026
₹30.63 Cr
Inflow, FY to date
₹252 Cr
Outflow, FY to date
₹170 Cr
Net, FY to date
₹81.98 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 LGT Wealth India manage?

₹3,291 crore for 233 clients at 30 Sep 2026, as reported to SEBI.

How many clients does LGT Wealth India have?

233 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.

Which PMS strategies does LGT Wealth India offer?

It reported 11 to SEBI for 30 Sep 2026: PRIMA - Short Term Debt DPMS, PRIMA - Flexi Debt DPMS, CURATE - Multi Asset DPMS, OPTIMA - Multi Cap Equities DPMS, LIGHTHOUSE - Large Cap Equities DPMS, ULTIMA SELECT - Equities DPMS, PRIMA - All Seasons Debt DPMS, MAXIMA - Mid Cap Equities DPMS, and 3 more.

Is LGT Wealth India registered with SEBI?

Yes. It is registered with SEBI as a portfolio manager, registration number INP000008376.

Has LGT Wealth 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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