- Manager
- R. Wadiwala Securities
- Service
- Discretionary
- Asset class
- Other
R Wadiwala Ethical Portfolio - PMS [Ethical PMS]
₹12.97 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
R. Wadiwala Securities’ R Wadiwala Ethical Portfolio - PMS [Ethical PMS] managed ₹12.97 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹12.97 Cr
- Benchmark
- —
- Turnover, past year
- —
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Portfolio mix
- Listed equity98.29%₹12.75 Cr
- Cash and other1.55%₹0.20 Cr
- Mutual funds0.16%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.56 Cr
- Outflow, Sep 2026
- ₹0.07 Cr
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- ₹0.40 Cr
- 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 Ethical Portfolio - PMS [Ethical PMS] manage?
₹12.97 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 Ethical Portfolio - PMS [Ethical PMS]?
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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