- SEBI reg.
- INP000000936
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Zen Wealth Management Services
₹522 Cr
Assets under management
69 clients · 3 strategies · 30 Sep 2026
Zen Wealth Management Services managed ₹522 crore for 69 clients at 30 Sep 2026, across 3 strategies, most of it for domestic individuals and others. In September clients added ₹7.15 crore and withdrew ₹0.69 crore.
Key numbers
- SEBI registration
- INP000000936
- Discretionary AUM
- ₹522 Cr
- Non-discretionary AUM
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Multicap Strategy | Equity | ₹276 Cr | +5.20% | −2.33% |
| Emerging Opportunities Strategy | Equity | ₹191 Cr | +5.54% | −2.33% |
| Focused Strategy | Equity | ₹55.13 Cr | +30.17% | −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 | 49 | ₹357 Cr |
| Domestic corporates | Discretionary | 4 | ₹97.54 Cr |
| Non-resident Indians | Discretionary | 16 | ₹67.62 Cr |
Flows
- Inflow, Sep 2026
- ₹7.15 Cr
- Outflow, Sep 2026
- ₹0.69 Cr
- Net, Sep 2026
- ₹6.46 Cr
- Inflow, FY to date
- ₹32.80 Cr
- Outflow, FY to date
- ₹7.32 Cr
- Net, FY to date
- ₹25.47 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 Zen Wealth Management Services manage?
₹522 crore for 69 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Zen Wealth Management Services have?
69 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Zen Wealth Management Services offer?
It reported 3 to SEBI for 30 Sep 2026: Multicap Strategy, Emerging Opportunities Strategy, Focused Strategy.
Is Zen Wealth Management Services registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000000936.
Has Zen Wealth Management 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.
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