- SEBI reg.
- INP000000829
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Shriram Financial Services
₹8.74 Cr
Assets under management
11 clients · 20 strategies · 30 Sep 2026
Shriram Financial Services managed ₹8.74 crore for 11 clients at 30 Sep 2026, across 20 strategies, most of it for domestic individuals and others.
Key numbers
- SEBI registration
- INP000000829
- Discretionary AUM
- ₹8.04 Cr
- Non-discretionary AUM
- ₹0.71 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Way2wefo | Other | ₹5.90 Cr | — | — |
| Wealth Focus Axis | Equity | ₹5.90 Cr | −5.57% | −8.09% |
| Global India Portfolio | Equity | ₹0.86 Cr | −3.38% | −8.09% |
| Way2wwgp | Other | ₹0.86 Cr | — | — |
| Way2woag | Other | ₹0.64 Cr | — | — |
| Wealth Optimiser Aggresive Growth Axis | Equity | ₹0.64 Cr | −15.47% | −8.09% |
| Pmsa1 | Other | ₹0.51 Cr | — | — |
| Wealth Optimiser ( Aggressive Scheme)1 | Equity | ₹0.51 Cr | −15.45% | −8.09% |
| Pmsd2 | Other | ₹0.10 Cr | — | — |
| Wealth Spiral ( Dynamic Scheme) 2 | Equity | ₹0.10 Cr | −18.00% | −8.09% |
| PMSF | Other | ₹0.02 Cr | — | — |
| Wealth Flexi Fund | Equity | ₹0.02 Cr | −99.39% | −8.09% |
| Kalpavruksha Moderate Scheme | Equity | ₹0 | — | — |
| Kalpavruksha Ultra Conservative Scheme | Equity | ₹0 | — | — |
| Wealth Dominion | Equity | ₹0 | — | — |
| Wealth Focus | Equity | ₹0 | — | — |
| Kalpams | Other | — | — | — |
| Kalpaucs | Other | — | — | — |
| PMSWF | Other | — | — | — |
| Way2wd | Other | — | — | — |
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 | 8 | ₹7.51 Cr |
| Domestic individuals and others | Non-discretionary | 1 | ₹0.71 Cr |
| Domestic corporates | Discretionary | 1 | ₹0.51 Cr |
| Non-resident Indians | Discretionary | 1 | ₹0.02 Cr |
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Inflow, FY to date
- ₹0.01 Cr
- Outflow, FY to date
- ₹9.25 Cr
- Net, FY to date
- −₹9.24 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 Shriram Financial Services manage?
₹8.74 crore for 11 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Shriram Financial Services have?
11 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Shriram Financial Services offer?
It reported 20 to SEBI for 30 Sep 2026: Way2wefo, Wealth Focus Axis, Global India Portfolio, Way2wwgp, Way2woag, Wealth Optimiser Aggresive Growth Axis, Pmsa1, Wealth Optimiser ( Aggressive Scheme)1, and 12 more.
Is Shriram Financial Services registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000000829.
Has Shriram Financial Services 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app