- SEBI reg.
- INP000006925
- Services
- Discretionary
- Reported
- 30 Sep 2026
Willow Advisors
₹280 Cr
Assets under management
83 clients · 1 strategy · 30 Sep 2026
Willow Advisors managed ₹280 crore for 83 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others. In September clients added ₹0.30 crore and withdrew ₹3.34 crore.
Key numbers
- SEBI registration
- INP000006925
- Discretionary AUM
- ₹280 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| WILLOW Long Term Value Strategy | Equity | ₹280 Cr | −2.43% | −7.09% |
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 | 71 | ₹251 Cr |
| Non-resident Indians | Discretionary | 10 | ₹27.08 Cr |
| Domestic corporates | Discretionary | 2 | ₹2.08 Cr |
Flows
- Inflow, Sep 2026
- ₹0.30 Cr
- Outflow, Sep 2026
- ₹3.34 Cr
- Net, Sep 2026
- −₹3.04 Cr
- Inflow, FY to date
- ₹11.88 Cr
- Outflow, FY to date
- ₹19.80 Cr
- Net, FY to date
- −₹7.92 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 Willow Advisors manage?
₹280 crore for 83 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Willow Advisors have?
83 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Willow Advisors offer?
It reported 1 to SEBI for 30 Sep 2026: WILLOW Long Term Value Strategy.
Is Willow Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006925.
Has Willow 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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