- SEBI reg.
- INP000009348
- Services
- Discretionary
- Reported
- 30 Sep 2026
Samatva Investment Advisers
₹126 Cr
Assets under management
78 clients · 1 strategy · 30 Sep 2026
Samatva Investment Advisers managed ₹126 crore for 78 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others. In September clients added ₹8.90 crore and withdrew ₹3.93 crore.
Key numbers
- SEBI registration
- INP000009348
- Discretionary AUM
- ₹126 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Small Cap Strategy | Equity | ₹126 Cr | +15.58% | −2.33% |
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 | 72 | ₹117 Cr |
| Non-resident Indians | Discretionary | 4 | ₹6.37 Cr |
| Domestic corporates | Discretionary | 2 | ₹2.47 Cr |
Flows
- Inflow, Sep 2026
- ₹8.90 Cr
- Outflow, Sep 2026
- ₹3.93 Cr
- Net, Sep 2026
- ₹4.97 Cr
- Inflow, FY to date
- ₹44.58 Cr
- Outflow, FY to date
- ₹5.88 Cr
- Net, FY to date
- ₹38.70 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 Samatva Investment Advisers manage?
₹126 crore for 78 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Samatva Investment Advisers have?
78 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Samatva Investment Advisers offer?
It reported 1 to SEBI for 30 Sep 2026: Small Cap Strategy.
Is Samatva Investment Advisers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009348.
Has Samatva Investment Advisers 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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