- SEBI reg.
- INP000009393
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Wealth India Financial Services
₹388 Cr
Assets under management
146 clients · 3 strategies · 30 Sep 2026
Wealth India Financial Services managed ₹388 crore for 146 clients at 30 Sep 2026, across 3 strategies, most of it for domestic individuals and others. In September clients added ₹2.20 crore and withdrew ₹0.47 crore.
Key numbers
- SEBI registration
- INP000009393
- Discretionary AUM
- ₹54.69 Cr
- Non-discretionary AUM
- ₹333 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Funds India Dynamo Strategy | Equity | ₹52.97 Cr | −4.28% | −2.33% |
| Funds India Enhanced Income Strategy | Debt | ₹1.24 Cr | — | — |
| Funds India Five Finger Strategy | Equity | ₹0.48 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 corporates | Non-discretionary | 19 | ₹182 Cr |
| Domestic individuals and others | Non-discretionary | 40 | ₹147 Cr |
| Domestic individuals and others | Discretionary | 81 | ₹53.07 Cr |
| Non-resident Indians | Non-discretionary | 3 | ₹4.45 Cr |
| Non-resident Indians | Discretionary | 2 | ₹1.14 Cr |
| Domestic corporates | Discretionary | 1 | ₹0.49 Cr |
Flows
- Inflow, Sep 2026
- ₹2.20 Cr
- Outflow, Sep 2026
- ₹0.47 Cr
- Net, Sep 2026
- ₹1.73 Cr
- Inflow, FY to date
- ₹19.24 Cr
- Outflow, FY to date
- ₹2.51 Cr
- Net, FY to date
- ₹16.73 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 Wealth India Financial Services manage?
₹388 crore for 146 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Wealth India Financial Services have?
146 clients at 30 Sep 2026, mainly domestic corporates, domestic individuals and others, non-resident indians.
Which PMS strategies does Wealth India Financial Services offer?
It reported 3 to SEBI for 30 Sep 2026: Funds India Dynamo Strategy, Funds India Enhanced Income Strategy, Funds India Five Finger Strategy.
Is Wealth India Financial Services registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009393.
Has Wealth India Financial Services 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