- Manager
- Shriram Financial Services
- Service
- Discretionary
- Asset class
- Equity
Kalpavruksha Moderate Scheme
₹0
Assets under management
Reported to SEBI · 30 Sep 2026
Shriram Financial Services’ Kalpavruksha Moderate Scheme managed ₹0 across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹0
- Benchmark
- NIFTY 500 TRI
- Turnover, past year
- 3.52×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Flows and turnover
- Inflow, Sep 2026
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- Turnover, month
- 0.00×
- Turnover, past year
- 3.52×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
How much does Kalpavruksha Moderate Scheme manage?
₹0 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 Kalpavruksha Moderate Scheme?
Shriram Financial Services, a SEBI-registered portfolio manager (INP000000829), 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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