- SEBI reg.
- INP000009977
- Services
- Discretionary
- Reported
- 30 Sep 2026
Mehta Equities
₹232 Cr
Assets under management
92 clients · 2 strategies · 30 Sep 2026
Mehta Equities managed ₹232 crore for 92 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹0 and withdrew ₹2.12 crore.
Key numbers
- SEBI registration
- INP000009977
- Discretionary AUM
- ₹232 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Mehta Multi Focus Strategy | Equity | ₹200 Cr | +9.54% | −7.09% |
| Farlap Mehta | Equity | ₹32.31 Cr | +9.28% | −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
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 69 | ₹175 Cr |
| Domestic corporates | Discretionary | 22 | ₹52.22 Cr |
| Non-resident Indians | Discretionary | 1 | ₹4.81 Cr |
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.12 Cr
- Net, Sep 2026
- −₹2.12 Cr
- Inflow, FY to date
- ₹2.25 Cr
- Outflow, FY to date
- ₹8.27 Cr
- Net, FY to date
- −₹6.02 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 Mehta Equities manage?
₹232 crore for 92 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Mehta Equities have?
92 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Mehta Equities offer?
It reported 2 to SEBI for 30 Sep 2026: Mehta Multi Focus Strategy, Farlap Mehta.
Is Mehta Equities registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009977.
Has Mehta Equities 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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