- Manager
- R. Wadiwala Securities
- Service
- Discretionary
- Asset class
- Other
R. Wadiwala Agile PE Ratio Portfolio [Master]
₹3.50 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
R. Wadiwala Securities’ R. Wadiwala Agile PE Ratio Portfolio [Master] managed ₹3.50 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹3.50 Cr
- Benchmark
- —
- Turnover, past year
- —
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Portfolio mix
- Listed equity97.09%₹3.40 Cr
- Mutual funds2.65%₹0.09 Cr
- Cash and other0.26%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- Turnover, month
- —
- Turnover, past year
- —
Money clients put in and took out. The financial year runs from 1 April.
FAQs
How much does R. Wadiwala Agile PE Ratio Portfolio [Master] manage?
₹3.50 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages R. Wadiwala Agile PE Ratio Portfolio [Master]?
R. Wadiwala Securities, a SEBI-registered portfolio manager (INP000004045), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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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