- SEBI reg.
- INP000004045
- Services
- Discretionary
- Reported
- 30 Sep 2026
R. Wadiwala Securities
₹70.38 Cr
Assets under management
73 clients · 8 strategies · 30 Sep 2026
R. Wadiwala Securities managed ₹70.38 crore for 73 clients at 30 Sep 2026, across 8 strategies, most of it for domestic individuals and others. In September clients added ₹0.60 crore and withdrew ₹0.14 crore.
Key numbers
- SEBI registration
- INP000004045
- Discretionary AUM
- ₹70.38 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| NS Multicap Advised Model Portfolio - PMS [ShreyasPMS] | Other | ₹44.42 Cr | — | — |
| NS Multicap Advised Model Portfolio - PMS-ShreyasPMS | Equity | ₹44.42 Cr | −2.24% | −3.22% |
| R Wadiwala Ethical Portfolio - PMS [Ethical PMS] | Other | ₹12.97 Cr | — | — |
| R Wadiwala Ethical Portfolio - PMS-Ethical PMS | Equity | ₹12.97 Cr | −9.28% | −3.22% |
| R Wadiwala Ingenious Equity Po [Ingenious Equity] | Other | ₹9.48 Cr | — | — |
| R Wadiwala Ingenious Equity Po-Ingenious Equity | Equity | ₹9.48 Cr | −9.57% | −3.22% |
| R. Wadiwala Agile PE Ratio Portfolio [Master] | Other | ₹3.50 Cr | — | — |
| R. Wadiwala Agile PE Ratio Portfolio-Master | Equity | ₹3.50 Cr | −12.37% | −3.22% |
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 | 71 | ₹68.23 Cr |
| Non-resident Indians | Discretionary | 2 | ₹2.15 Cr |
Flows
- Inflow, Sep 2026
- ₹0.60 Cr
- Outflow, Sep 2026
- ₹0.14 Cr
- Net, Sep 2026
- ₹0.46 Cr
- Inflow, FY to date
- ₹1.95 Cr
- Outflow, FY to date
- ₹1.46 Cr
- Net, FY to date
- ₹0.50 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 R. Wadiwala Securities manage?
₹70.38 crore for 73 clients at 30 Sep 2026, as reported to SEBI.
How many clients does R. Wadiwala Securities have?
73 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians.
Which PMS strategies does R. Wadiwala Securities offer?
It reported 8 to SEBI for 30 Sep 2026: NS Multicap Advised Model Portfolio - PMS [ShreyasPMS], NS Multicap Advised Model Portfolio - PMS-ShreyasPMS, R Wadiwala Ethical Portfolio - PMS [Ethical PMS], R Wadiwala Ethical Portfolio - PMS-Ethical PMS, R Wadiwala Ingenious Equity Po [Ingenious Equity], R Wadiwala Ingenious Equity Po-Ingenious Equity, R. Wadiwala Agile PE Ratio Portfolio [Master], R. Wadiwala Agile PE Ratio Portfolio-Master.
Is R. Wadiwala Securities registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000004045.
Has R. Wadiwala Securities 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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