- SEBI reg.
- INP000001660
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Wealth Managers India
₹952 Cr
Assets under management
383 clients · 10 strategies · 30 Sep 2026
Wealth Managers India managed ₹952 crore for 383 clients at 30 Sep 2026, across 10 strategies, most of it for domestic individuals and others. In September clients added ₹4.69 crore and withdrew ₹1.87 crore.
Key numbers
- SEBI registration
- INP000001660
- Discretionary AUM
- ₹783 Cr
- Non-discretionary AUM
- ₹169 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Capital Appreciation - Optimiser Portfolio | Equity | ₹222 Cr | −1.44% | −7.09% |
| Capital Appreciation - Select Direct - Asset Allocation Portfolio | Equity | ₹205 Cr | +3.19% | −2.65% |
| Capital Appreciation - Focused Leadership Portfolio | Equity | ₹142 Cr | +10.89% | −7.09% |
| Capital Appreciation - Select Direct Growth Portfolio | Equity | ₹139 Cr | +5.21% | −7.09% |
| Capital Appreciation Select Large Cap Portfolio | Equity | ₹26.24 Cr | +5.01% | −7.09% |
| Capital Appreciation - Optimiser Mid and Small Cap Portfolio | Equity | ₹21.33 Cr | +28.12% | −7.09% |
| Capital Appreciation Sensex Plus Portfolio | Equity | ₹16.86 Cr | −4.46% | −7.09% |
| Capital Appreciation Smart Beta Portfolio | Equity | ₹4.29 Cr | −6.76% | −7.09% |
| Capital Appreciation - Optimiser Small Cap Portfolio | Equity | ₹3.47 Cr | +29.99% | −7.09% |
| Capital Appreciation Real Assets Portfolio | Hybrid | ₹2.04 Cr | +18.47% | −2.65% |
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 | 319 | ₹693 Cr |
| Domestic individuals and others | Non-discretionary | 15 | ₹124 Cr |
| Non-resident Indians | Discretionary | 37 | ₹75.43 Cr |
| Domestic corporates | Non-discretionary | 2 | ₹45.11 Cr |
| Domestic corporates | Discretionary | 10 | ₹14.91 Cr |
Flows
- Inflow, Sep 2026
- ₹4.69 Cr
- Outflow, Sep 2026
- ₹1.87 Cr
- Net, Sep 2026
- ₹2.82 Cr
- Inflow, FY to date
- ₹45.42 Cr
- Outflow, FY to date
- ₹25.51 Cr
- Net, FY to date
- ₹19.91 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 Managers India manage?
₹952 crore for 383 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Wealth Managers India have?
383 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Wealth Managers India offer?
It reported 10 to SEBI for 30 Sep 2026: Capital Appreciation - Optimiser Portfolio, Capital Appreciation - Select Direct - Asset Allocation Portfolio, Capital Appreciation - Focused Leadership Portfolio, Capital Appreciation - Select Direct Growth Portfolio, Capital Appreciation Select Large Cap Portfolio, Capital Appreciation - Optimiser Mid and Small Cap Portfolio, Capital Appreciation Sensex Plus Portfolio, Capital Appreciation Smart Beta Portfolio, and 2 more.
Is Wealth Managers India registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000001660.
Has Wealth Managers 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