- SEBI reg.
- INP000005240
- Services
- Discretionary
- Reported
- 30 Sep 2026
Wealthbridge Capital Advisors
₹74.50 Cr
Assets under management
27 clients · 1 strategy · 30 Sep 2026
Wealthbridge Capital Advisors managed ₹74.50 crore for 27 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others. In September clients added ₹0 and withdrew ₹4.23 crore.
Key numbers
- SEBI registration
- INP000005240
- Discretionary AUM
- ₹74.50 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Discretionary Equity focused Portfolio | Equity | ₹74.50 Cr | +11.86% | −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 | 21 | ₹64.33 Cr |
| Non-resident Indians | Discretionary | 2 | ₹5.79 Cr |
| Domestic corporates | Discretionary | 4 | ₹4.38 Cr |
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹4.23 Cr
- Net, Sep 2026
- −₹4.23 Cr
- Inflow, FY to date
- ₹0.10 Cr
- Outflow, FY to date
- ₹21.63 Cr
- Net, FY to date
- −₹21.53 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 Wealthbridge Capital Advisors manage?
₹74.50 crore for 27 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Wealthbridge Capital Advisors have?
27 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Wealthbridge Capital Advisors offer?
It reported 1 to SEBI for 30 Sep 2026: Discretionary Equity focused Portfolio.
Is Wealthbridge Capital Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000005240.
Has Wealthbridge Capital 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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