- SEBI reg.
- INP000007988
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Svan Investment Managers
₹1,216 Cr
Assets under management
334 clients · 1 strategy · 30 Sep 2026
Svan Investment Managers managed ₹1,216 crore for 334 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others. In September clients added ₹11.08 crore and withdrew ₹0.59 crore.
Key numbers
- SEBI registration
- INP000007988
- Discretionary AUM
- ₹431 Cr
- Advisory assets
- ₹785 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Svan Investment Managers LLP - Velocity | Equity | ₹431 Cr | +8.27% | −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 | Advisory | 52 | ₹577 Cr |
| Domestic individuals and others | Discretionary | 247 | ₹343 Cr |
| Domestic corporates | Advisory | 8 | ₹206 Cr |
| Domestic corporates | Discretionary | 23 | ₹82.44 Cr |
| Non-resident Indians | Discretionary | 3 | ₹5.29 Cr |
| Non-resident Indians | Advisory | 1 | ₹1.45 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹11.08 Cr
- Outflow, Sep 2026
- ₹0.59 Cr
- Net, Sep 2026
- ₹10.49 Cr
- Inflow, FY to date
- ₹97.16 Cr
- Outflow, FY to date
- ₹11.60 Cr
- Net, FY to date
- ₹85.56 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 Svan Investment Managers manage?
₹1,216 crore for 334 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Svan Investment Managers have?
334 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Svan Investment Managers offer?
It reported 1 to SEBI for 30 Sep 2026: Svan Investment Managers LLP - Velocity.
Is Svan Investment Managers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007988.
Has Svan Investment 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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