- SEBI reg.
- INP000004433
- Services
- Discretionary
- Reported
- 30 Sep 2026
Phillipcapital (India)
₹1,191 Cr
Assets under management
873 clients · 12 strategies · 30 Sep 2026
Phillipcapital (India) managed ₹1,191 crore for 873 clients at 30 Sep 2026, across 12 strategies, most of it for domestic individuals and others. In September clients added ₹36.35 crore and withdrew ₹11.28 crore.
Key numbers
- SEBI registration
- INP000004433
- Discretionary AUM
- ₹1,191 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Phillip Income Builder Portfolio Growth | Debt | ₹265 Cr | +10.34% | +3.81% |
| Phillip Signature India | Equity | ₹252 Cr | +8.12% | −2.29% |
| Phillip PACES Portfolio | Equity | ₹205 Cr | +7.91% | −2.29% |
| Phillip Income Builder Portfolio Regular Income | Debt | ₹187 Cr | +10.06% | +3.81% |
| Phillip Conservative Credit Portfolio PCCP Regular | Debt | ₹114 Cr | — | — |
| Phillip Conservative Credit Portfolio PCCP Growth | Debt | ₹87.77 Cr | — | — |
| Phillip Emerging India | Equity | ₹29.65 Cr | +12.29% | −2.29% |
| Phillip Income Builder Portfolio Premier | Debt | ₹15.58 Cr | +9.86% | +3.81% |
| Phillip Treasury Plus Portfolio (PTPP) | Debt | ₹14.14 Cr | — | — |
| Phillip Ethical India | Equity | ₹9.97 Cr | +8.93% | −2.29% |
| Phillip Star Portfolio | Equity | ₹8.77 Cr | +0.64% | −2.29% |
| Ag Prive Phillip Dynamic Allocator | Equity | ₹1.74 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 individuals and others | Discretionary | 735 | ₹743 Cr |
| Domestic corporates | Discretionary | 83 | ₹322 Cr |
| Non-resident Indians | Discretionary | 55 | ₹127 Cr |
Flows
- Inflow, Sep 2026
- ₹36.35 Cr
- Outflow, Sep 2026
- ₹11.28 Cr
- Net, Sep 2026
- ₹25.07 Cr
- Inflow, FY to date
- ₹158 Cr
- Outflow, FY to date
- ₹56.03 Cr
- Net, FY to date
- ₹102 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 Phillipcapital (India) manage?
₹1,191 crore for 873 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Phillipcapital (India) have?
873 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Phillipcapital (India) offer?
It reported 12 to SEBI for 30 Sep 2026: Phillip Income Builder Portfolio Growth, Phillip Signature India, Phillip PACES Portfolio, Phillip Income Builder Portfolio Regular Income, Phillip Conservative Credit Portfolio PCCP Regular, Phillip Conservative Credit Portfolio PCCP Growth, Phillip Emerging India, Phillip Income Builder Portfolio Premier, and 4 more.
Is Phillipcapital (India) registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000004433.
Has Phillipcapital (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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