- SEBI reg.
- INP000009001
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
PL Asset Management
₹550 Cr
Assets under management
530 clients · 10 strategies · 30 Sep 2026
PL Asset Management managed ₹550 crore for 530 clients at 30 Sep 2026, across 10 strategies, most of it for domestic individuals and others. In September clients added ₹14.31 crore and withdrew ₹14.28 crore.
Key numbers
- SEBI registration
- INP000009001
- Discretionary AUM
- ₹397 Cr
- Non-discretionary AUM
- ₹152 Cr
- Advisory assets
- ₹1.41 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Aqua | Other | ₹349 Cr | — | — |
| AQUA (TWRR Unitised) | Equity | ₹349 Cr | +6.63% | −2.33% |
| MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) | Equity | ₹23.05 Cr | +6.50% | +3.12% |
| Multi Asset Dynamic Portfolio | Other | ₹23.04 Cr | — | — |
| Atom | Other | ₹12.88 Cr | — | — |
| ATOM (TWRR Unitised) | Equity | ₹12.87 Cr | — | — |
| TRINITY (TWRR Unitised) | Equity | ₹9.88 Cr | — | — |
| Trinity | Other | ₹9.87 Cr | — | — |
| Leap | Other | ₹2.31 Cr | — | — |
| LEAP (TWRR Unitised) | Multi-asset | ₹2.30 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 | 357 | ₹262 Cr |
| Domestic individuals and others | Non-discretionary | 34 | ₹120 Cr |
| Non-resident Indians | Discretionary | 100 | ₹105 Cr |
| Domestic corporates | Discretionary | 31 | ₹30.10 Cr |
| Domestic corporates | Non-discretionary | 4 | ₹20.28 Cr |
| Non-resident Indians | Non-discretionary | 3 | ₹11.01 Cr |
| Foreign portfolio investors | Advisory | 1 | ₹1.41 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹14.31 Cr
- Outflow, Sep 2026
- ₹14.28 Cr
- Net, Sep 2026
- ₹0.03 Cr
- Inflow, FY to date
- ₹58.09 Cr
- Outflow, FY to date
- ₹53.77 Cr
- Net, FY to date
- ₹4.32 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 PL Asset Management manage?
₹550 crore for 530 clients at 30 Sep 2026, as reported to SEBI.
How many clients does PL Asset Management have?
530 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does PL Asset Management offer?
It reported 10 to SEBI for 30 Sep 2026: Aqua, AQUA (TWRR Unitised), MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised), Multi Asset Dynamic Portfolio, Atom, ATOM (TWRR Unitised), TRINITY (TWRR Unitised), Trinity, and 2 more.
Is PL Asset Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009001.
Has PL Asset 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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