- SEBI reg.
- INP000004623
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Stewart and Mackertich Wealth Management
₹46.63 Cr
Assets under management
19 clients · 4 strategies · 30 Sep 2026
Stewart and Mackertich Wealth Management managed ₹46.63 crore for 19 clients at 30 Sep 2026, across 4 strategies, most of it for domestic individuals and others. In September clients added ₹0 and withdrew ₹0.04 crore.
Key numbers
- SEBI registration
- INP000004623
- Discretionary AUM
- ₹44.70 Cr
- Non-discretionary AUM
- ₹1.93 Cr
- Advisory assets
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| SMIFS LIMITED - Harvest | Equity | ₹17.42 Cr | +8.37% | −7.09% |
| SMIFS LIMITED - Alpha Harvesters | Equity | ₹14.74 Cr | +6.57% | −7.09% |
| SMIFS LIMITED - Evergreen | Equity | ₹6.54 Cr | +6.85% | −7.09% |
| SMIFS LIMITED - Emerging Titans | Equity | ₹6 Cr | +1.84% | −7.09% |
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 | 15 | ₹28.85 Cr |
| Non-resident Indians | Discretionary | 2 | ₹15.28 Cr |
| Non-resident Indians | Non-discretionary | 1 | ₹1.93 Cr |
| Domestic corporates | Discretionary | 1 | ₹0.57 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.04 Cr
- Net, Sep 2026
- −₹0.04 Cr
- Inflow, FY to date
- ₹0.05 Cr
- Outflow, FY to date
- ₹2.80 Cr
- Net, FY to date
- −₹2.75 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 Stewart and Mackertich Wealth Management manage?
₹46.63 crore for 19 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Stewart and Mackertich Wealth Management have?
19 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Stewart and Mackertich Wealth Management offer?
It reported 4 to SEBI for 30 Sep 2026: SMIFS LIMITED - Harvest, SMIFS LIMITED - Alpha Harvesters, SMIFS LIMITED - Evergreen, SMIFS LIMITED - Emerging Titans.
Is Stewart and Mackertich Wealth Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000004623.
Has Stewart and Mackertich Wealth Management 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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