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Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 08/29/2025
ADV Location MUMBAI, MAHARASHTRA, India
Contact Info +91 xxxxxxx
Websites
AUM* 632,506,121 -15%
of that, discretionary 632,506,121 -15%
Number of Employees 22 -19%
of those in investment advisory functions 7
Private Fund GAV* 18,615,356
Avg Account Size 3,085,396 -27%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

742M 636M 530M 424M 318M 212M 106M
2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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