- SEBI reg.
- INP000009986
- Services
- Discretionary
- Reported
- 30 Sep 2026
Upachaya Wealth Advisors
₹1.63 Cr
Assets under management
3 clients · 3 strategies · 30 Sep 2026
Upachaya Wealth Advisors managed ₹1.63 crore for 3 clients at 30 Sep 2026, across 3 strategies, most of it for domestic individuals and others. In September clients added ₹0.73 crore and withdrew ₹0.
Key numbers
- SEBI registration
- INP000009986
- Discretionary AUM
- ₹1.63 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Nobias Beyond 300 Strategy | Equity | ₹0.80 Cr | — | — |
| Nobias Bfsi Growth Strategy | Equity | ₹0.48 Cr | — | — |
| Nobias Flexicap Strategy | Equity | ₹0.35 Cr | — | — |
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 | 3 | ₹1.63 Cr |
Flows
- Inflow, Sep 2026
- ₹0.73 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.73 Cr
- Inflow, FY to date
- ₹1.73 Cr
- Outflow, FY to date
- ₹0
- Net, FY to date
- ₹1.73 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 Upachaya Wealth Advisors manage?
₹1.63 crore for 3 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Upachaya Wealth Advisors have?
3 clients at 30 Sep 2026, mainly domestic individuals and others.
Which PMS strategies does Upachaya Wealth Advisors offer?
It reported 3 to SEBI for 30 Sep 2026: Nobias Beyond 300 Strategy, Nobias Bfsi Growth Strategy, Nobias Flexicap Strategy.
Is Upachaya Wealth Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009986.
Has Upachaya Wealth 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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