- SEBI reg.
- INP300007341
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Shree Rama Managers
₹315 Cr
Assets under management
248 clients · 8 strategies · 30 Sep 2026
Shree Rama Managers managed ₹315 crore for 248 clients at 30 Sep 2026, across 8 strategies, most of it for domestic individuals and others. In September clients added ₹10.63 crore and withdrew ₹6.55 crore.
Key numbers
- SEBI registration
- INP300007341
- Discretionary AUM
- ₹314 Cr
- Non-discretionary AUM
- ₹1.88 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Shree Lakshmi Plan | Equity | ₹144 Cr | +7.54% | −2.33% |
| Shree Vriddhi Plan | Equity | ₹74.59 Cr | +13.19% | −2.33% |
| Shree Smart Market Plan | Equity | ₹59.32 Cr | +0.14% | −7.09% |
| Shree Wealth Builder Plan | Multi-asset | ₹19.48 Cr | +0.41% | +2.21% |
| Shree Dynamic Plan | Multi-asset | ₹10.03 Cr | −2.96% | +2.21% |
| SHREE MICROCAP and SME PLAN | Equity | ₹4.21 Cr | — | — |
| SHREE SMART CASH FLOW PLAN (INVITS and REITS) | Multi-asset | ₹1.53 Cr | — | — |
| Shree STP | Multi-asset | ₹0.57 Cr | +2.76% | +2.21% |
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 | 212 | ₹243 Cr |
| Domestic corporates | Discretionary | 24 | ₹65.88 Cr |
| Non-resident Indians | Discretionary | 5 | ₹5.19 Cr |
| Domestic individuals and others | Non-discretionary | 6 | ₹1.59 Cr |
| Domestic corporates | Non-discretionary | 1 | ₹0.29 Cr |
Flows
- Inflow, Sep 2026
- ₹10.63 Cr
- Outflow, Sep 2026
- ₹6.55 Cr
- Net, Sep 2026
- ₹4.08 Cr
- Inflow, FY to date
- ₹42.51 Cr
- Outflow, FY to date
- ₹33.21 Cr
- Net, FY to date
- ₹9.30 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 Shree Rama Managers manage?
₹315 crore for 248 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Shree Rama Managers have?
248 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Shree Rama Managers offer?
It reported 8 to SEBI for 30 Sep 2026: Shree Lakshmi Plan, Shree Vriddhi Plan, Shree Smart Market Plan, Shree Wealth Builder Plan, Shree Dynamic Plan, SHREE MICROCAP and SME PLAN, SHREE SMART CASH FLOW PLAN (INVITS and REITS), Shree STP.
Is Shree Rama Managers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP300007341.
Has Shree Rama Managers 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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