- SEBI reg.
- INP000007599
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Valcreate Investment Managers
₹60.16 Cr
Assets under management
37 clients · 4 strategies · 30 Sep 2026
Valcreate Investment Managers managed ₹60.16 crore for 37 clients at 30 Sep 2026, across 4 strategies, most of it for domestic individuals and others. In September clients added ₹0 and withdrew ₹0.02 crore.
Key numbers
- SEBI registration
- INP000007599
- Discretionary AUM
- ₹39.40 Cr
- Non-discretionary AUM
- ₹2.02 Cr
- Advisory assets
- ₹18.74 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Valcreate Life Sciences and Speciality Opportunities | Equity | ₹20.24 Cr | +29.09% | −2.33% |
| Valcreate Growing India | Equity | ₹16.41 Cr | +4.91% | −2.33% |
| Valcreate Recovery Strategy | Equity | ₹1.49 Cr | +27.89% | −2.33% |
| Valcreate Bespoke | Equity | ₹1.26 Cr | +6.01% | −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 | 24 | ₹28.67 Cr |
| Domestic individuals and others | Advisory | 1 | ₹18.74 Cr |
| Domestic corporates | Discretionary | 5 | ₹5.70 Cr |
| Non-resident Indians | Discretionary | 5 | ₹5.03 Cr |
| Domestic individuals and others | Non-discretionary | 1 | ₹1.56 Cr |
| Non-resident Indians | Non-discretionary | 1 | ₹0.46 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Inflow, FY to date
- ₹0.72 Cr
- Outflow, FY to date
- ₹1.92 Cr
- Net, FY to date
- −₹1.20 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 Valcreate Investment Managers manage?
₹60.16 crore for 37 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Valcreate Investment Managers have?
37 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Valcreate Investment Managers offer?
It reported 4 to SEBI for 30 Sep 2026: Valcreate Life Sciences and Speciality Opportunities, Valcreate Growing India, Valcreate Recovery Strategy, Valcreate Bespoke.
Is Valcreate Investment Managers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007599.
Has Valcreate 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app