SEBI reg.
INP000000241
Services
Discretionary, Non-discretionary, Advisory
Reported
30 Sep 2026

Parag Parikh Financial Advisory Services

₹916 Cr

Assets under management

89 clients · 1 strategy · 30 Sep 2026

Parag Parikh Financial Advisory Services managed ₹916 crore for 89 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others. In September clients added ₹0.06 crore and withdrew ₹1.68 crore.

Key numbers

SEBI registration
INP000000241
Discretionary AUM
₹40.64 Cr
Non-discretionary AUM
₹274 Cr
Advisory assets
₹602 Cr
Min. investment
₹50 lakh (SEBI)
Complaints pending
0

Strategies

Parag Parikh Financial Advisory Services’s PMS strategies, largest first
StrategyAsset classAUM1 yearBenchmark 1Y
CognitoEquity₹40.64 Cr−11.39%−2.33%

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

Parag Parikh Financial Advisory Services’s clients and assets by client type and service
Client typeServiceClientsAUM
Domestic individuals and othersAdvisory41₹453 Cr
Domestic individuals and othersNon-discretionary32₹253 Cr
Domestic corporatesAdvisory2₹140 Cr
Non-resident IndiansDiscretionary9₹40.64 Cr
Non-resident IndiansNon-discretionary2₹15.12 Cr
Non-resident IndiansAdvisory2₹8.83 Cr
Domestic corporatesNon-discretionary1₹5.97 Cr

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

Flows

Inflow, Sep 2026
₹0.06 Cr
Outflow, Sep 2026
₹1.68 Cr
Net, Sep 2026
−₹1.62 Cr
Inflow, FY to date
₹0.06 Cr
Outflow, FY to date
₹1.77 Cr
Net, FY to date
−₹1.72 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 Parag Parikh Financial Advisory Services manage?

₹916 crore for 89 clients at 30 Sep 2026, as reported to SEBI.

How many clients does Parag Parikh Financial Advisory Services have?

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

Which PMS strategies does Parag Parikh Financial Advisory Services offer?

It reported 1 to SEBI for 30 Sep 2026: Cognito.

Is Parag Parikh Financial Advisory Services registered with SEBI?

Yes. It is registered with SEBI as a portfolio manager, registration number INP000000241.

Has Parag Parikh Financial Advisory Services 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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