- SEBI reg.
- INP000007757
- Services
- Discretionary
- Reported
- 30 Sep 2026
Stalwart Investment Advisors
₹214 Cr
Assets under management
172 clients · 1 strategy · 30 Sep 2026
Stalwart Investment Advisors managed ₹214 crore for 172 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others. In September clients added ₹11.10 crore and withdrew ₹0.05 crore.
Key numbers
- SEBI registration
- INP000007757
- Discretionary AUM
- ₹214 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Wealth Guardian Fund | Equity | ₹214 Cr | +5.58% | −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 | 145 | ₹141 Cr |
| Domestic corporates | Discretionary | 12 | ₹41.49 Cr |
| Non-resident Indians | Discretionary | 15 | ₹31.35 Cr |
Flows
- Inflow, Sep 2026
- ₹11.10 Cr
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- ₹11.04 Cr
- Inflow, FY to date
- ₹29.68 Cr
- Outflow, FY to date
- ₹8.35 Cr
- Net, FY to date
- ₹21.33 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 Stalwart Investment Advisors manage?
₹214 crore for 172 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Stalwart Investment Advisors have?
172 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Stalwart Investment Advisors offer?
It reported 1 to SEBI for 30 Sep 2026: Wealth Guardian Fund.
Is Stalwart Investment Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007757.
Has Stalwart Investment Advisors 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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