- SEBI reg.
- INP000005795
- Services
- Discretionary
- Reported
- 30 Sep 2026
Sykes and Ray Equities India
₹130 Cr
Assets under management
107 clients · 9 strategies · 30 Sep 2026
Sykes and Ray Equities India managed ₹130 crore for 107 clients at 30 Sep 2026, across 9 strategies, most of it for domestic individuals and others. In September clients added ₹5.28 crore and withdrew ₹4.17 crore.
Key numbers
- SEBI registration
- INP000005795
- Discretionary AUM
- ₹130 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Sre Large and Mid Cap Momentum PMS | Equity | ₹59.66 Cr | +22.98% | −2.33% |
| Sre Pe Shield | Equity | ₹25.91 Cr | −2.41% | −7.09% |
| Sre Ignited Ideas | Equity | ₹20.08 Cr | −0.44% | −2.33% |
| Sre Inflection Ideas | Equity | ₹8.31 Cr | −8.24% | −2.33% |
| Sre Ploutos Fund | Equity | ₹4.79 Cr | −5.61% | −2.33% |
| Plantrich Heritage Value PMS | Equity | ₹4.30 Cr | — | — |
| PLANTRICH Alpha Edge VALUE PMS | Equity | ₹3.51 Cr | — | — |
| Sre Finansys Quant Momentum PMS | Equity | ₹2.95 Cr | — | — |
| SRE Small Cap | Equity | ₹0 | −5.45% | −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 | 95 | ₹115 Cr |
| Non-resident Indians | Discretionary | 10 | ₹7.43 Cr |
| Domestic corporates | Discretionary | 2 | ₹7.33 Cr |
Flows
- Inflow, Sep 2026
- ₹5.28 Cr
- Outflow, Sep 2026
- ₹4.17 Cr
- Net, Sep 2026
- ₹1.11 Cr
- Inflow, FY to date
- ₹23.96 Cr
- Outflow, FY to date
- ₹11.33 Cr
- Net, FY to date
- ₹12.63 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 Sykes and Ray Equities India manage?
₹130 crore for 107 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Sykes and Ray Equities India have?
107 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Sykes and Ray Equities India offer?
It reported 9 to SEBI for 30 Sep 2026: Sre Large and Mid Cap Momentum PMS, Sre Pe Shield, Sre Ignited Ideas, Sre Inflection Ideas, Sre Ploutos Fund, Plantrich Heritage Value PMS, PLANTRICH Alpha Edge VALUE PMS, Sre Finansys Quant Momentum PMS, and 1 more.
Is Sykes and Ray Equities India registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000005795.
Has Sykes and Ray Equities India 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