About Us
Association Of Portfolio Managers In India - APMI
Charter
Board of Directors - Current
Board of Directors - Previous Years
Members of APMI Working Committees
Evolution of APMI - Year 2022
Evolution of APMI - Year 2023
Evolution of APMI - Year 2024
Evolution of APMI - Going Forward
CIRCULARS
SEBI Circulars
PMS Regulation + Master Circular + PMS Manual
PMS Regulation - 2020
Master Circular for Portfolio Managers - 16th July'25
SEBI PMS Manual
FAQ-28th Oct'20
Guidelines for PMS Regulations - 13th Feb'20
SAAS - 3rd November'20
SEBI PMS Regulation Amendment- 22nd Aug'22
Related Party Circular- 26th Aug'22
Dealing Team- 30th Sept'22
Performance Benchmarking- 16th Dec'22
Change in Control of Portfolio Managers providing Co-Investment Services - 10th Jan'23
Cyber Security- 29th Mar'23
ODR- Online Disputes Resolution- 31st July'23
Audit of firm level performance- 3rd Aug'23
SCORES- Redressal of Investor Grievances - 20th Sept'23
Centralized mechanism for reporting the demise of an investor through KRAs - 3rd Oct'23
Master Circular on KYC Norms for the Securities Market - 12th Oct'23
Extension of timeline for 20th Sept. Circular- 1st Dec'23
Centralization of certifications under FATCA and CRS at KRAs- 20th Feb'24
Clarifications on CSCRF for SEBI Regulated Entities - 30th April'25
Facilitating collective oversight of Distributors for PMS through APMI-2nd May'24
Facilitating ease in digital on-boarding process for clients and enhancing transparency - 2nd May'24
Norms for sharing of real time price data to third parties- 24th May'24
Cybersecurity and Cyber Resilience Framework for SEBI Regulated Entities- 20th August'24
Clarifications on CSCRF for SEBI Regulated Entities-31st Dec'24
Details/Clarifications on provisions related to Association of Persons
Extension of Timelines for submission of Offsite Data
Adoption of UPI IDs for Paymemnt Collection - 11th June'25
Rights of Persons with Disabilities Act, 2016 - 31st July'25
Extension of Timelines - Digital Accessibility Circular - 29th Aug'25
Format of Disclosure Document of Portfolio Managers - 9th Sept'25
Compliance Guidelines for Digital Accessibility Circular - 25th Sept'25
Transfer of PMS Business- 24th Oct'25
Clarification on the Digital Accessibility circulars of SEBI- 8th Dec'25
Relaxation on geo tagging requirement in India for NRIs while undertaking re-KYC- 10th Dec'25
Ease of Doing Investment (EoDI) - 26th Feb'26
Guidelines for Custodians- 4th March'26
Communication from SEBI
Manual for uploading Repots on SI Portal
Indicative Infra Requirements of a PMS
Reply from SEBI on queries of APMI on Benchmarking Circular-29th March'23
Escalation Matrix for Issues on SI Portal-28th Nov'23
Generic Mail IDs of SEBI-8th Dec'23
Letter from SEBI - Project PARAS-18th Feb'24
Entities Persons WhatsApp Telegram groups impersonating as Registered PMs-15th April'24
Cybercrime Report alongwith TRAI Directions - 11th May'24
Rights of Persons with Diasbilities along with Writ Petition-29th May'24
Guidelines for sending Commercial Communications-31st May'24
SEBI Communication on Secondary Benchmarks-3rd Oct'24
Industry Standards Recognition Manual-12th Feb'25
Clarification Regarding SEBI Circular dated 2nd May'24-9th April'25
Portfolio Managers using exaggerated advertisements on their Website-10th June'25
At Valid Standard Operating Procedure - 6th Aug'25
Implementation of Structured UPI Address - 16th Sept'25
Vigilance Awareness Week 2025 - 14th Oct'25
SEBI Consultation Papers
Ease of Doing Business-15th Feb'24
Performance Validation Agency
Consultation Paper on Consolidated Cybersecurity and Cyber Resilience Framework (CSCRF)
CONSULTATION PAPER ON INTRODUCTION OF NEW ASSET CLASS/PRODUCT CATEGORY
Consultation Paper on proposed amendments to the SEBI (Prohibition of Insider Trading) Regulations,
Consultation Paper on Review of Regulatory Framework for IA & RA
Consultation Paper on Substituting Attestation with Self Attestation
Consultation Paper on Draft Circular for Safe and Efficient Transfers on UPI
Consultation Paper on extending certain flexibilities under accreditation framework
Consultation Paper on Review of Regulation 24
SEBI Board Meetings
18th June'25
12th Sept'25
17th Dec'25
APMI Circulars and Guidelines
APMI Circular 1 & 2- Benchmarking, Valuation & Related Communications
APMI Circular 1 - Valuation - 23rd March'23
APMI Circular 2 - Benchmarking -23rd Mar'23
Revised Benchmarks - Annexure 1 - 31st March'23
Reply from SEBI on queries of APMI on Benchmarking Circular
Index under Hybrid and Multi Asset Strategy - 5th May'23
APMI-Important Communication-15th May'23
Update on Index under Hybrid Startegy-11th Aug'23
Secondary Benchmarks- Oct'24
APMI-SOP for change in Benchmark
APMI Circular 3 - FAQ's on SEBI Circular dated 30th Sept'22
APMI Circular 4 - APMI - NISM Applicability -24th Apr'23
APMI Circular 5 - APMI - Distributor Brokerage -26th Apr'23
APMI Circular 6- Reporting of Performance (BSE 500 TRI) -28th Apr'23
APMI Circular 7- APMI- Time Period -04th May'23
APMI Circular:8 -APMI Membership Register -30th June'23
APMI Circular 9 - APMI ToR for Audit of Firm Level Performance Data - 28th Sept'23
APMI Circular 10 - Formats of Annual Compliance Reports - 12th Oct'23
APMI Circular 11 - Submissions by APMI vide SEBI Circular dated 2nd May'24
FAQ's on APMI Circular Number 11
FAQ- II on APMI Circular Number 11
Guidelines for Change in APRN Code and Transfer of AUM-11th Nov'25
Best Practise for Inflow and Outflow of Funds and Securities- 3rd February'26
SOP on Digital Onboarding- Version 2- 18th February'26
Communication from APMI
Reply from SEBI on queries of APMI on Benchmarking Circular
APMI-Important Communication-15th May'23
Index under Hybrid and Multi Asset Strategy - 5th May'23
APMI-Flagging of Demat Accounts-30th May'23
Update on Index under Hybrid Startegy-11th Aug'23
Submission of Compliance Reports trough SEBI Intermediary Portal-23rd Oct'23
Clarification regarding Clause 2.7.3 of Master Circular related to Dealing Room-28th Dec'23
Guidance Note for FATCA & CRS
Submission by APMI on new Asset Class Product Category
APMI Communication on Secondary Benchmarks
APMI- Update on SEBI CSCRF Circular
Guidance on Distributor Compliance and APRN
Clarification Note- Indicative Infra Requirement of a PMS
List of Dealing Officers in SEBI
List of Empanelled Web Accessibility Auditors - 4th Feb'25
APMI-Important Communication-29th March'25
APMI-Important Communication-9th April'25
Note on Pending Distributor Registration Renewal Cases
Help Document on Adoption of UPI IDs for Payment - 11th June'25
Note on APRN Cancellation Utility-3rd July 2025
FAQ on Adoption of Standardised, Validated and Exclusive UPI IDs for Payment - 17th Sept 25
Clarification Note on Transfer of PMS Business by Portfolio Managers
IMPORTANT
PARAS
Letter from SEBI - Project PARAS
Letter from SEBI-CMM
Letter from SEBI- CMM- 28.07.25
Important Update-PARAS-Mail 1
Important Update-PARAS-Mail 2
Important Update-PARAS-Mail 3
Important Update-PARAS-Mail 4
Important Update-PARAS-Mail 5
Steps for accessing the PARAS Portal
PARAS USER MANUAL
Guidance Video - Alert Module
Guidance Video- CMM Module
Consolidated Cybersecurity and Cyber Resilience Framework (CSCRF)
Help Document on SEBI CSCRF Circular
Consultation Paper on CSCRF
Cyber Security-29th March'23
Circular - CSCRF - 20th Aug'24
Compliance Sutra- Sept'24- CSCRF for SEBI Regulated Entities Part I
Webinar by NISM-SEBI Circular on CSCRF-1
Compliance Sutra- Sept'24- CSCRF for SEBI Regulated Entities Part 2
Update-SEBI CSCRF Circular dated 20th Aug'24
Webinar with BSE on M-SOC
Compliance Sutra- Dec'24-Relevance and importance of Cyber Security- I
Compliance Sutra- Dec'24-Relevance and importance of Cyber Security- II
Action Requested - FAQ on CSCRF
Open House Discussion on SEBI CSCRF
Media Release and Circular issued by BSE and NSE
Webinar by NISM - SEBI Circular on CSCRF- 2
Presentation - CSCRF
Compliance Sutra- Feb'25- M-SOC Services by BSE
MSOC- BSE- BLUESAPPHIRE- PPT
Webinar by Aujas - SEBI Circular on CSCRF
Webinar by NISM - SEBI Circular on CSCRF- 3
MSOC- NSE- AUJAS- PPT
Contact details of M-SOC Teams
APMI-Important-CSCRF
Clarifications on CSCRF for SEBI Regulated Entities-31st Dec'24
Clarifications on CSCRF for SEBI Regulated Entities - 30th April'25
Extension towards Adoption of CSCRF - 28th March 2025
FAQs on CSCRF Policies templates provided by APMI
Webinar by NISM- SEBI Circular on CSCRF- 04
Webinar by NISM-SEBI Circular on CSCRF-05
FAQ's on CSCRF
Extension towards Adoption of CSCRF- 30 June' 2025
APMI-Important-CSCRF-5th August'25
Technical Specifications to CSCRF for REs - 28th Aug'25
FICCI
APMI Registration Certificate
Help Tab for New Portfolio Managers
Registration of Portfolio Manager & Post- Registration Activity
Co-Investment PM under SEBI (PM) Regulations, 2020 and Circulars
Help Menu for Offsite Inspection Data
List of Custodians & Reg. No.
Help Video for getting complete XML from XLS
How to get complete XML from XLS when records are more than 65,536 ?
XML Template Definition- Offsite Inspection cum Surveillance of PMS- Version 5.5
XML Template Definition - Offsite Inspection cum Surveillance of PMS - Version 6.0
1 - Clarification wrt ODS
2 - FAQ from Custodians
3 - Contact Points
4-User Guide & Videos
5 - Schedule of Help Meetings
Help Note on Offsite Data Submission- Oct'24
Help Tab on BUDS
1. Letter from CERSAI- 12th Jan'24
2. Communication from APMI- 21st Feb'24
3. Letter from CERSAI dated 27th Sept'24
4. Communication from APMI- 8th Oct'24
5. Communication from APMI- 4th Dec'24
6. Letter from CERSAI dated 3rd Dec'24
7. Webinar on Buds dated 9th April 2025
Pre requisite for Deposit Taker
User Manual - BUDS Registry
User Manual - Deposit Taker Registration
APMI-Distributor Registration
Master Document for Distributor Registration
Fee Structure
Communication- 21st January'26
Communication- 13th March'26
Compliance Sutra
Compliance Sutra - Important Disclosures to Members
Compliance Sutra - Process and Details
Compliance Sutra Summary
Compliance Sutra 2023-2024
Compliance Sutra - Calendar for Sept'23
Compliance Sutra - Calendar for Oct'23
Compliance Sutra - Calendar for Nov'23
Compliance Sutra - Calendar for Dec'23
Compliance Sutra - Calendar for Jan'24
Compliance Sutra - Calendar for Feb'24
Compliance Sutra - Calendar for March'24
Compliance Sutra 2024-2025
Compliance Sutra - Calendar for April'24
Compliance Sutra - Calendar for May'24
Compliance Sutra - Calendar for June'24
Compliance Sutra - Calendar for July'24
Compliance Sutra - Calendar for August'24
Compliance Sutra - Calendar for September'24
Compliance Sutra - Calendar for October'24
Compliance Sutra - Calendar for November'24
Compliance Sutra - Calendar for December'24
Compliance Sutra - Calendar for January'25
Compliance Sutra - Calendar For February'25
Compliance Sutra - Calendar for March'25
Compliance Sutra 2025-2026
Compliance Sutra - Calendar for April'25
Compliance Sutra - Calendar for May'25
Compliance Sutra - Calendar for June'25
Compliance Sutra - Calendar for July'25
Compliance Sutra - Calendar for Aug'25
Compliance Sutra - Calendar for Sept'25
Compliance Sutra - Calendar for Nov'25
Compliance Sutra - Calendar for Dec'25
Compliance Sutra - Calendar for January'26
Compliance Sutra - Calendar for February'26
Compliance Sutra - Calendar for March'26
Governance & Constitution
Board of Directors
Members of APMI Working Committees
Holiday List - 2024
Holiday List - 2025
Holiday List - 2026
For FY 2021-2022
APMI- 1st Annual Report-FY 2021-2022
Chairmans Statement & Scrutinizers Report- 2022
For FY 2022-2023
APMI- 2nd Annual Report FY 2022-2023
Chairman's Statement & Scrutinizers Report -2023
Reconstitution of the BOD
For FY 2023-2024
APMI- 3rd Annual Report FY 2023-2024
Chairman's Statement & Scrutnizers report for AGM 2024
Notice on Reconstitution of APMI Board & Committees- 3rd July 2023
APMI Board- Nominations & Elections- FY- 23-24
For FY 2024-2025
APMI- 4th Annual Report FY 2024- 2025
Chairman's Statement & Scrutinizer's Report for AGM 2025
Chairman's Statement & Scrutinizers Report for EGM
Notice for the 1st EGM on 31st August'24
APMI- Note on Re-constitution of APMI Board for FY 24-25
APMI Board- Nomination & Elections- FY 24-25
For FY 2025-2026
APMI-Note on Re-constitution of APMI Board for FY 25-26
Closure of APMI Membership Regsiter for FY 25-26
Invitations
APMI Conference 2026_Ahmedabad
Invitation for Tuesday 20th June'23
Invitation for Thursday 27th April'23
APMI Members Meet- Thursday 13th April'23
Invitation for Friday 23rd December'22
TRAI - Digital Consent Acquisition & Related
Contact Details of Nodal Officers from TSPs
FAQs
TRAI Directions - 16th February'23
Directions to curb misuse of Headers and Content Templates - 12th May'23
Directions towards Digital Consent Acquisition - 2nd June'23
Telecom Intelligence Report - 'Abuse of SMS Headers' - 18th April'24
Guidelines for sending Commercial Communications - 31st May'24
TRAI Directions - 13th August'24
TRAI Directions - 20th August'24
TRAI Directions- 28th October'24
TRAI Directions - 7th April'25
Press Release No 133 of 2025 - 18th November'25
TRAI Directions - 18th November'25
TRAI Directions - 19th November'25
TRAI Press Release- 19th November'25
NISM
NISM-Letter of Arrangement
NISM - XXI-A for Distributors
Applicability & Important Dates for NISM XXI A & B
Guidance NISM XXIA
SEBI Notification for NISM Series XXI-A-PMS-Distributors
SEBI Notification for NISM Series XXI-B-Portfolio-Managers
APMI-Training and Development
Capsule on Cyber Security
Capsule on PMS Operations
Capsule on PMS Sales
Training Partners (Additional)
Training Partners
Workbook for NISM XXIA (14th Nov'23)
Portal Help
Steps for Monthly Reports Upload
Steps for uploading Client breakup details
Steps for Query Management
Member Dashboard
Surveys executed in FY 2022-23
IT Infrastructure & Procedures
1st Survey for 30th September,22 Circular
2nd Survey for 30th September,22 Circular
3rd Survey for 30th September,22 Circular
4th Survey for 30th September,22 Circular
Supervisory Risk assessment
Survey - Direct Investor Complaints
Surveys executed in FY 2023-24
5th Survey for 30th Sept'22 Circular - 04th May'23
Online Dispute Resolution (ODR) Survey
6th Survey for 30th Sept'22 Circular - 02nd June'23
Cyber Security- Urgent
Survey on Flagging of Demat Accounts
Consolidated Cybersecurity and Cyber Resilience Framework (CSCRF)
APMI- Survey on SEBI Intermediary Portal
Digital Client Onboarding
APMI- Client Count Data
APMI- Survey on Ease of Doing Business
2nd Survey on SEBI Intermediary Portal
Update on NISM XXI-B
7th Survey for 30th Sept'22 Circular - 08th Sept'23
Survey - Active Business Period of Portfolio Managers
Survey on Simplification, Ease of Compliance and Reduction in Cost of Compliance
Survey - Offsite Inspection Data
Survey - Cyber Security - Status as on 30th September 2023
Survey - Cyber Security - Status as on 29th May 2023 and 31st July 2023
India-Oman FTA Services Negotiation
Survey - Preparation for Submission of Offsite Data
Survey - Details of Deposit Takers required by CERSAI
Survey - Unique Mail ID for SCORES 2.0
Surveys executed in FY 2024-25
Survey-Number of Clients and AUM Data
Survey - Accredited Investors and Investment in Unlisted Securities
Survey-Display of Information on APMI website
Surveys executed in FY 2025-26
Details of Social Media Handles and Websites - 13th June'25
APMI - Information Request - 22nd Aug'25
Submission on SEBI Circular dated 31st July'25 - Disabilities Act - 5th Sept'25
Request for Data-Advisory Services under PMS - 12th Sept'25
Update and Data Request - Disabilities Act - 12th Sept'25
FAQs and Feedback Link on SEBI Circular Dated 11th June'25 - 17th Sept'25
Data Request- AML Practice- 4th Dec'25
Industry Feedback on Review of SEBI Portfolio Managers Regulations- 24th Dec'25
Data Request- Limited participation of PMS in the Exchange Traded Commodity Derivatives- 31st Dec'25
Information Request - SI Portal 2.0_12th Jan'26
Global Benchmarking Survey on PMS Industry_7th Feb'26
Industry AUM
PMS Industry Aum
Non EPFO/PF AUM
FY 25-26: AUM & Client Count Data-PMS Level
FY 24-25: AUM & Client Count Data-PMS Level
FY 23-24: AUM & Client Count Data- PMS Level
Membership Details
APMI Membership Benefits Note (2026-27)
APMI Membership Benefits Note (2025-26)
APMI Membership Benefits Note (2024-25)
APMI Membership FY 26-27
APMI Membership FY 25-26
APMI Membership FY 24-25
APMI Membership FY 23-24
APMI Membership FY 22-23
APMI Refund Policy
APMI Bank Account Details
Report
APMI Insights
IA Performance report
IA Turnover report
IA Comparison report
Consolidated IA Performance Report
Industry Speaks
#IndustrySpeaks
APMI Journey
APMI Initiatives - 45 Steps in 45 Months
PMS Industry Compendium
February 2026
January 2026
December 2025
November 2025
October 2025
September 2025
August 2025
July 2025
June 2025
APMI
INSIGHTS
APMI
Distributor Registration
Turnover Report
IA Turnover Report
Strategy Name
Equity
Debt
Hybrid
Multi Asset
Service Type
*
Discretionary
Non Discretionary
PMS Provider Name
1729 ADVISORS LLP
2point2 Capital Advisors Llp
360 ONE Alternates Asset Management Limited
360 ONE Asset Management Limited
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
A C CHOKSI SHARE BROKERS PRIVATE LIMITED
A K Wealth Management Private Limited
AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED
Abakkus Asset Manager Private Limited
Abans Broking Services Private Limited
ABCHLOR INVESTMENTS PRIVATE LIMITED
ABN Capital Asset Managers LLP
ACCELT ASSET MANAGEMENT LLP
Accuracap Consultancy Services Private Limited
Ace Lansdowne Investments Services Llp
Acepro Advisors Private Limited
Aditya Birla Money Limited
Aditya Birla Sun Life Amc Limited
Aequitas Investment Consultancy Private Limited
Affirma Capital Investment Adviser India Private Limited
Agreya Capital Advisors Llp
AIALPHA Financial Advisory Services Private Limited
Alchemy Capital Management Pvt Ltd
Alder Capital Advisors Llp
AlfAccurate Advisors Pvt Ltd
Allegro Securities Pvt Ltd
ALMONDZ FINANCIAL SERVICES LIMITED
Alpha Alternatives Fund Advisors LLP
AlphaGrep Investment Management Private Limited
Amaltas Asset Management LLP
Ambit Investment Advisors Private Limited
Ambit Wealth Private Limited
Ametra Investment Managers Private Limited
Amicus India Capital Partners LLP
Anand Rathi Advisors Limited
Angel One Investment Managers & Advisors Private Limited
Angel One Limited
Anicut Capital LLP
Anived Portfolio Managers Private Limited
Anvil Wealth Management Private Limited
APMI Test
APMI4
APMI5
APMI6
APMI7
APMI8
APRICUS WEALTH INVESTMENT MANAGERS LLP
Ardeko Asset Management Pvt Ltd
Arth Portfolio Management Private Limited
ArthAlpha LLP
Arthya Wealth And Investments Private Limited
ASHIMA CAPITAL MANAGEMENT LIMITED
Asian Markets Securities Private Limited
Asit C. Mehta Investment Interrmediates Ltd.
ASK Investment Managers Limited
ASK Property Investment Advisors Private Limited
Ask Wealth Advisors Private Limited
Asteya Investment Managers Llp
Astute Investment Management Private Limited
ATISHAY STOCK BROKING PRIVATE LIMITED
Atlas Integrated Finance Ltd
Avendus Capital Public Markets Alternate Strategies Llp
Avendus Investment Managers Private Limited
Avendus PE Investment Advisors Private Limited
Avendus Wealth Management Private Limited
AVERRA ASSET MANAGERS LLP
Avestha Fund Management Llp
Awriga Capital Advisors Llp
Axis Asset Management Company Limited
Axis Securities Ltd
AYAN ANALYTICS PVT LTD
B N RATHI SECURITIES LIMITED
Badjate Wealth Private Limited
Bandhan AMC Limited
Banyan Capital Advisors Llp
Banyan Tree Advisors Pvt Ltd
Barclays Securities (India) Private Limited
Baroda Bnp Paribas Asset Management India Private Limited
Basant Maheshwari Wealth Advisers Llp
Bay Capital Investment Advisors Pvt. Ltd.
Bellwether Capital Private Limited
Bhana Equity Advisors Llp
Bharat Bhushan Equity Traders Limited
BLUE ASHVA INDIA LLP
BMC Advisors Private Limited
Bonanza Portfolio Limited
Brainpoint Investment Centre Pvt Ltd
Brightseeds Advisors LLP
Buglerock Capital Private Limited
Buoyant Capital Private Limited
Burman Capital Management Private Limited
Capgrow Capital Advisors Llp
CAPITAL 8 LLP
Capitalmind Financial Services Private Limited
Capstocks And Securities India Private Limited
Care Portfolio Managers Private Limited
Carnelian Asset Management & Advisors Pvt Ltd
Caspian Impact Investment Adviser Private Limited
Centrum Broking Limited
Centrum Investment Advisers Limited
Chanakya Capital Services Private Limited
Chona Financial Services Limited
ChrysCapital Advisors LLP
Citrus Advisors Private Limited
Ckredence Wealth Management Pvt Ltd
CLEARVIEW CAPITAL ADVISORS PRIVATE LIMITED
CLOCKVINE CAPITAL ADVISORS PRIVATE LIMITED
Clubmillionaire Financial Services Private Limited
Complete Circle Wealth Solutions Llp
Composite Investments Private Limited
Compound Everyday Capital Management Llp
Concept Investwell Private Limited
Consortium Securities Pvt Ltd
Cosmea Portfolio Management Private Limited
COUNTER CYCLICAL INVESTMENTS PRIVATE LIMITED
Courser Park Advisors LLP
Credent Asset Management Services Private Limited
Credit Suisse Securities (India) Private Limited
CREST CAPITAL MANAGEMENT PRIVATE LIMITED
CUMULUS ADVISORY LLP
Dalal & Broacha Stock Broking Pvt. Ltd.
Darashaw And Company Private Limited
Deutsche Investments India Private Limited
Dezerv Investments Private Limited
DGS Capital Management Private Limited
Divya Capital One Private Limited
DMZ Partners Investment Management LLP
Dolat Capital Market Private Limited
Drchoksey Finserv Private Limited
Driv Drisht LLP
DT PORTFOLIO MANAGERS LLP
DV INVESTMENT ADVISORS LLP
Dwaith Advisory Private Limited
Dynamic Equities Pvt Ltd
EAAA INDIA ALTERNATIVES LIMITED (Formerly Known As Edelweiss Alternative Asset Advisors Limited)
East Green Advisors LLP
East Lane Capital Llp
EBISU INVESTMENT ADVISORS LLP
Edelweiss Asset Management Ltd
Edelweiss Global Wealth Management Limited
Eklavya Capital Advisors
Electrum Portfolio Managers Pvt Limited
Elite Wealth Limited
ELIXIR EQUITIES PVT LTD
Emkay Investment Managers Limited
Enam Asset Management Company Private Limited
Entrust Family Office Investment Advisors Pvt Ltd
Envision Capital Services Private Limited
Equentis Wealth Advisory Services Limited
EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED
EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED
Equirus Wealth Private Limited
Equitree Capital Advisors Private Limited
Equity Intelligence India Private Limited
ESCORP ASSET MANAGEMENT LIMITED
Estee Advisors Private Limited
Eureka Portfolio Management Services Pvt Ltd
FE SECURITIES PRIVATE LIMITED
FEE ONLY INVESTMENT ADVISERS LLP
Fident Asset Management Private Limited
FINCOS Technology Solutions Private Limited
Findoc Investmart Private Limited
Finwizard Technology Private Limited
Fireside Investment Advisory Llp
Fireside Ventures Advisory Llp
First Global Finance Private Limited
FIVE RIVERS PORTFOLIO MANAGERS PRIVATE LIMITED
FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED
Fortuna Asset Managers LLP
FORTUNE WEALTH MANAGEMENT CO INDIA P LTD
Fractal Capital Investments Llp
Franklin Templeton Asset Management India Private Limited
Fundamentum Investment Advisors LLP
FYERS ASSET MANAGEMENT PRIVATE LIMITED
Gems Imperial Portfolio Advisory LLP
Geojit Financial Services Ltd
Ghalla Bhansali Stock Brokers Pvt Ltd
Girik Wealth Advisors Private Limited
Globe Capital Market Ltd
GoldStandard Wealth Private Limited
Good Fortune Capitals Pvt Ltd
Green Lantern Capital Llp
Green Portfolio Private Limited
Grey Sky Capital Private Limited
Growthfiniti Wealth Pvt Ltd
Groww Wealth Tech Private Limited
Guardian Advisors Private Limited
Guardian Asset Management Private Limited
Hanut Alternate Investments Llp
Harmoney Finserv India Private Limited
HDFC Asset Management Company Limited
Hedge Equities Ltd
Helios Capital Asset Management (India) Pvt. Ltd
Hem Securities Limited
Himalaya Investment Advisors LLP
HPMG SHARES AND SECURITIES PVT LTD
HSBC Asset Management (India) Private Limited
ICICI Prudential Asset Management Company Ltd
ICICI Securities Limited
ICICI Securities Primary Dealership Limited
IDBI Capital Markets And Securities Ltd
IFM Investment Advisors Private Limited
IIFL Capital Asset Management Limited
IIFL Capital Services Limited
IKIGAI Asset Manager Holdings Private Limited
IME Portfolio Managers LLP
Impetus Arthasutra Pvt Lted
Incred Asset Management Private Limited
Incred Capital Wealth Portfolio Managers Private Limited
Indniveza Distributors Private Limited
Indsec Securities And Finance Limited
Infinity Alternatives Investment Managers Private Limited
Inflexor Capital Advisors LLP
Insightful Investment Managers LLP
INTEGROW ASSET MANAGEMENT PRIVATE LIMITED
INVASSET LLP
Invesco Asset Management (India) Private Limited
INVESQ INVESTMENT MANAGERS LLP
Investcorp India Asset Managers Private Limited
Investsavvy Portfolio Management Llp
INVESTVALUE CAPITAL PRIVATE LIMITED
Invexa Capital Llp
IRONCLAD ASSET MANAGEMENT LLP
Ithought Financial Consulting Llp
ITI ALTERNATE FUNDS MANAGEMENT LIMITED
Itus Capital Advisors Private Limited
J M Financial Ltd
Jade Wealth Management LLP
Jain Investment Advisors Pvt Ltd
JAINAM BROKING LIMITED
Jama Wealth Asset Management Private Limited
Janak Merchant Securities Pvt.Ltd.
Jeetay Investments Pvt Ltd
JHP Securities Private Limited
JM Financial Asset Management Limited
Joindre Capital Services Limited
Julius Baer Wealth Advisors (India) Private Limited
KAPM Ventures LLP
Karma Capital Advisors Pvt Ltd.
Karvy Capital Ltd
KB Capital Markets Pvt. Ltd.
KEDIA SHARES & STOCKS BROKERS LIMITED
Klay Securities Private Limited
Kotak Investment Advisors Limited
Kotak Mahindra Asset Management Company Ltd
Kotak Securities Limited
KRIIS PORTFOLIO PRIVATE LIMITED
Ksema Wealth Pvt Ltd
Kunvarji Finstock Pvt. Ltd.
KYNG CAPITAL MANAGEMENT PRIVATE LIMITED
Laburnum Capital Advisors Private Limited
Ladderup Asset Managers Private Limited
Lakewater Advisors Private Limited
Lapis India Capital Advisors Private Limited
Latent Advisors LLP
Laurel Securities Private Limited
LC Capital India Private Limited
LC Nueva Investment Partners LLP
LCatterton Mumbai Advisory Services Private Limited
LGT Wealth India Private Limited
LIBORD BROKERAGE PRIVATE LIMITED
LIC Mutual Fund Asset Management Ltd
LIGHTHOUSE AMC PRIVATE LIMITED
Magadh Capital Advisors Llp
Mansi Share And Stock Advisors Pvt Ltd
Marathontrends Advisory Pvt Ltd
Marcellus Investment Managers Private Limited
MARFATIA STOCK BROKING PRIVATE LIMITED
Markets MoJo Asset Management Private Limited
Master Portfolio Services Limited
Maximal Capital Private Limited
Mehta Equities Limited
Merisis Advisors Private Limited
Microsec Wealth Management Limited
Mittal Analytics Private Limited
MIV Investment Services Private Limited
MO Alternate Investment Advisors Private Limited
Moat Financial Services Private Limited
Molecule Ventures Limited Liability Partnership
MONARCH NETWORTH CAPITAL LIMITED
Moneybee Securities Pvt Ltd
Moneygrow Asset Private Limited
Moneylife Advisory Services Pvt Ltd
Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Capital Limited
Motilal Oswal Wealth Limited
MRG Investment Partners Pvt Ltd
Multi-Act Equity Consultancy Private Limited
Multiples Alternate Asset Management Private Limited
Nafa Asset Managers Private Limited
Narnolia Financial Services Limited
Negen Capital Services Private Lmited
Neo Asset Management Private Limited
NEOLIV CAPITAL ADVISORY PRIVATE LIMITED
New Berry Capitals Private Limited
Nine Rivers Capital Holdings Private Limited
Nippon Life India AIF Management Limited
Nippon Life India Asset Management Ltd
Nirmal Bang Securities Private Limited
Niveshaay Investment Management Private Limiited
NJ Asset Management Private Limited
NMR CAPITAL ADVISORS LLP
NNM Securities Private Limited
Non Member
Northern Arc Investment Managers Pvt. Ltd.
Nuvama Asset Management Limited
NV ALPHA FUND MANAGEMENT LLP
Oaklane Capital Management Llp
Oaks Asset Management Private Limited
Ohm Portfolio Equi Research Private Limited
Old Bridge Capital Management Pvt Ltd
Omniscience Capital Advisors Private Limited
Pace Financial Investment Adviser Private Limited
Parag Parikh Financial Advisory Services Limited
PATERSON SECURITIES PRIVATE LIMITED
Pavestone Advisors And Consultants LLP
PCS SECURITIES LTD
Pelican Holdings Private Limited
PGIM India Asset Management Private Limited
Phillipcapital (India) Pvt Ltd
Pioneer Client Associates Pvt Ltd
Pioneer Wealth Management Services Limited
Piper Serica Advisors Private Limited
PIRAMAL FUND MANAGEMENT PVT LTD
PL Asset Management Private Ltd
PLUSWEALTH CAPITAL MANAGEMENT LLP
Prabhudas Lilladher Pvt Ltd
Prajana Advisors Private Limited
Prescientcap Investment Advisors Llp
PrimeInvestor Financial Research Private Limited
Prithvi Finmart Pvt.Ltd.
Profit Bloom Private Limited
PROFITGATE CAPITAL SERVICES LLP
Profusion Investment Advisors Llp
Progressive Share Brokers Private Limited
Propshare Capital Advisors Private Limited
Prosperity Wealth Management Private Limited
Prospero Tree Asset Management LLP
PRP Edge Wealth Pvt Ltd
PRP Professional Edge Associates Pvt Ltd.
Prudent Equity Private Limited
Prudent Investment Manager
Purnartha Investment Advisers Private Limited
QED Capital Advisors LLP
Qode Advisors LLP
QRC Investment Advisors LLP
Quant Portfolio Managers Private Limited
Quantum Advisors Private Limited
Quest Investment Advisors Private Limited
Quest Investment Managers Pvt Ltd
QUEST4VALUE INVESTMENT MANAGERS LLP
R. Wadiwala Securities Private Limited
RBSA Investment Manager LLP
Reliance Wealth Management Limited
Renaissance Investment Managers Private Limited
Revelation Portfolio Management Pvt Ltd
Right Horizons Portfolio Management Pvt Ltd
Rockstud Capital LLP
ROHA ASSET MANAGERS LLP
RP-SG Ventures Advisory LLP
Sageone Investment Managers Llp
Sahasrar Capital Pvt Ltd
SAMATVA INVESTMENT ADVISERS LLP
Sameeksha Capital Private Limited
Sammaan Asset Management Limited
Samvitti Capital Private Limited
Sanctum Wealth Private Limited
Satco Capital Markets Ltd
Savvy Capital Advisors Llp
SBI Funds Management Limited
Scient Capital Pvt Ltd
Securities Investment Management Private Limited
Seers Fund Management Pvt. Ltd.
SEKURA INDIA MANAGEMENT LIMITED
Shade Capital Private Limited
Share India Securities Limited
Sharekhan Limited
Shepherds Hill Financial Advisors Llp
SHIVAM PATEL
Shree Rama Managers Llp
Shriram Asset Management Company Limited
SILA Advisors LLP
Silverarch Investment Advisers Private Limited
SINCERE SYNDICATION AND CORPORATE SERVICES LLP
Singular Capital India Advisors LLP
Sirius Advisors Private Limited
SKP SECURITIES LIMITED
Sky Impact Capital Advisors LLP
SMC Global Securities Limited
SMIFS LIMITED
SOHUM ASSET MANAGERS PRIVATE LIMITED
Solidarity Advisors Private Limited
Sowilo Investment Managers LLP
Spark Asia Impact Managers Private Limited
Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited)
Speciale Incept Advisors LLP
SPICE ROUTE ADVISORS LLP
SQUARE 64 CAPITAL ADVISORS LLP
Stallion Asset Private Limited
Stalwart Investment Advisors Llp
Standard Chartered Securities (India) Ltd
Steptrade Share Services Private Limited
STOCKHOLDING SERVICES LIMITED
Sundaram Alternate Assets Limited
Surefin Financial Consultants Private Limited
Svan Investment Managers LLP
Svobodha Infinity Investment Advisors Private Ltd
SWASTIKA INVESTMART LIMITED
Swyom Advisors Limited
Sykes And Ray Equities India Limited
Systematix Shares & Stocks (India) Limited
Systematix Wealth & Asset Services Private Limited
T Ram Financial Services Private Limited
Tailwind Financial Services Private Limited
Tamohara Investment Managers Pvt Ltd
Tata Asset Management Private Limited
TAURUS TREASURY MANAGEMENT SERVICES PRIVATE LIMITED
TCG Advisory Services Private Limited
The Hongkong And Shanghai Banking Corporation Limited
THINQWISE WEALTH MANAGERS LLP
TIPSONS CONSULTANCY SERVICES PRIVATE LIMITED
TRADESWIFT BROKING PRIVATE LIMITED
Trilithon Partners LLP
Trivantage Capital Management India Private Limited
True Beacon Investment Advisors Llp
True North Credit Fund Managers LLP
True North Managers LLP
Trust Investment Advisors Pvt. Ltd.
Trustline Holdings Pvt Ltd
Tulsian PMS Limited
Turtle Wealth Management Pvt. Ltd.
TVS CAPITAL FUNDS PVT LD
UNICORN INVESTMENT MANAGERS LLP
Unifi Capital P Ltd
Unique Asset Management Llp
UTI Alternatives Private Limited
Uti Amc Limited
V.E.C ASSAGO CAPITAL MANAGEMENT LLP
Val Q Investment Advisory Pvt Ltd
Valcreate Investment Managers LLP
Valentis Advisors Private Limited
Vallum Capital Advisors Private Limited
Valtrust Partners Llp
Value Prolific Investments & Consulting Private Limited
Valuequest Investment Advisors Pvt. Ltd.
Vansh Capital Private Limited
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED
Ventura Securities Limited
VIVEKAM FINANCIAL SERVICES PRIVATE LIMITED
Vivriti Asset Management Private Limited
VSPARTANS CONSULTANTS PRIVATE LIMITED
Wallfort Pms And Advisory Services Llp
Waterfield Financial And Investment Advisors Private Limited
Wave Asset Private Limited
Way2Wealth Brokers Private Limited
WAYA FINANCIAL TECHNOLOGIES PRIVATE LIMITED
Wealth First Portfolio Managers Limited
WEALTH INDIA FINANCIAL SERVICES PRIVATE LIMITED
Wealth Managers (India) Pvt. Ltd.
Wealthbridge Capital Advisors Private Limited
Welspun One Logistics Parks Private Limited
White Oak Capital Management Consultants LLP
White Pine Investment Management Private Limited
WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES
White Whale Partners
Whiteoak Capital Asset Management Limited
Willow Advisors Llp
Wryght Research And Capital Private Limited
Xponent Tribe LLP
Xponentia Capital Partners Llp
Zen Wealth Management Services Ltd
Investment Approach Name
1729 Fundamental value Investing
2Point2 Long Term Value Fund
360 ONE Large Value strategy PMS
360 ONE Long Term Growth PMS
360 ONE Multicap Advantage PMS
360 ONE Multicap PMS
360 ONE Phoenix Portfolio
Customised Discretionary Portfolio - Equity
Pre-leased Rental Strategy
360 ONE Equity Diversified
360 ONE Equity Large Cap Oriented
360 ONE Long Term Value Portfolio
360 ONE Mandate - Equity
360 ONE Open - Enhancer Series - Active Equity Enhancer
360 ONE Open - Enhancer Series - Blended Equity Enhancer
360 ONE Open - Enhancer Series - Dynamic Passive Equity
360 ONE Open - Enhancer Series - Passive Equity Enhancer
360 ONE Open - Managed Solutions All Equity
360 ONE Open - Managed Solutions Global Equity
360 ONE Select Equity
360 ONE SELECT EQUITY PORTFOLIO
Money Multiplier
Abakkus All Cap (FPI) Approach
Abakkus All Cap (Shariah) Approach
Abakkus All Cap Approach
Abakkus All Cap Approach 2
Abakkus Curated Personalized Portfolio Strategy
Abakkus Diversified Alpha Approach
Abakkus Emerging Opportunities (Shariah) Approach
Abakkus Emerging Opportunities Approach
Abakkus Emerging Opportunities Approach 2
Abakkus Personalised Opportunity Specific Strategy
Abakkus Select Edge Approach
Abakkus Select Opportunities Strategy
Abakkus Select Opportunities Strategy 2
All Cap (ESG) Approach
ABANS GROWTH & MOMENTUM
ABANS SMART BETA PORTFOLIO
Abchlor Portfolio Management Service
ABN Capital Flagship Equity Portfolio
Accelt Long Term Equity Fund
Alpha10
Alphagen
Dynamo
PicoPower
Ace Focused 10 Strategy
Ace Lansdowne Absolute Return Strategy
Ace Lansdowne Multicap Strategy
Acepro Galaxy Strategy
Acepro Large Cap Strategy
ABM India Consumption Portfolio
ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO
Core and Satellite Equity Portfolio
Core and Satellite Equity Portfolio1
CORE and SATELLITE PORTFOLIO SCHEME 1
ABSL INDIA 200 QUANT EQUITY PORTFOLIO
ABSL India Equity Services
ABSL India Equity Services Portfolio STP
ABSL Next 100 Portfolio
ABSL Next 100 Portfolio NR
ABSL NEXT 100 PORTFOLIO STP
ADAPT PORTFOLIO - Very Agressive
Core Equity Portfolio
Core Equity Portfolio NR
CORE EQUITY PORTFOLIO STP
Customised Equity Portfolio
INDIA LARGE CAP QUANT EQUITY PORTFOLIO
India Special Opportunities Portfolio
India Special Opportunities Portfolio NR
INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP
Innovation Portfolio
Innovation Portfolio NR
INNOVATION PORTFOLIO STP
SELECT SECTOR PORTFOLIO
Select Sector Portfolio NR
SELECT SECTOR PORTFOLIO STP
Top 200 Core Equity Portfolio
Top 200 Core Equity Portfolio NR
TOP 200 CORE EQUITY PORTFOLIO STP
Aequitas India Opportunities Product
Agreya Momentum
Agreya Momentum Enhancer
Agreya Total Return
Agreya Total return Enhancer
Agreya Value Momentum Strategy
AIAlpha Bluechip Equity Portfolio
AIAlpha Dynamic Equity Portfolio
Alchemy Alpha 100
Alchemy Alpha Small cap
Alchemy Ascent
Alchemy High Growth
Alchemy Select Satellite
Alchemy Select Stock
Alchemy Smart Alpha 250
Alchemy Smart Alpha Micro & Small cap
ALCHEMY W.I.N STRATEGY
Alder Capital- B2C Growth
Alder Capital- Dynamic Growth
AAA Budding Beasts Portfolio
AAA Couture Portfolio
AAA Focus Portfolio
AAA India Opportunity Portfolio
AAA Shariah Portfolio
Allegro - High Growth
ALLEGRO SIGNATURE
BESPOKE
Bluechip Equity FOF
Core Equity
Diversified
Health Care
Mid Cap Equity FOF
THE HERON
ALMONDZ AIM MULTICAP INVESTMENT APPROACH
ALPHA ALTERNATIVES FUND ADVISORS LLP PMS SYSTEMATIC EQUITY
Alpha Alternatives Special Situations Discretionary PMS
AlphaGrep Multi-Factor Quant Portfolio
AMALTAS KEYSTONE FUND
AMALTAS STRATEGIC OPPORTUNITIES SERIES I
Ambit Coffee Can Portfolio
Ambit Curated Portfolios
Ambit Emerging Giants Small Cap Portfolio
Ambit Good & Clean MidCap Portfolio
Ambit Good & Clean Multi Cap Portfolio
Ambit Long- Short Portfolio
Ambit Micro Marvels Portfolio
Ambit TenX Portfolio
Ambit Alpha Growth Portfolio
Ambit Alpha Growth Portfolio - STP
Ambit Build India Portfolio
Ambit Build India Portfolio - STP
Ambit CALIBER H Portfolio
Ambit CALIBER Portfolio
Ambit CALIBER Portfolio - STP
Ambit Maximus Smart Factor Portfolio
Ambit Maximus Smart Factor Portfolio - STP
Ametra FactorAlpha PMS
Ametra FactorAlpha Smallcap PMS
Ametra FactorCore PMS
Ametra FactorShields PMS
Decennium Opportunity Port -NRI
Decennium Opportunity Portfolio
Flexicap Strategy
Impress Portfolio
Impress Portfolio - NRI
MNC Portfolio
MNC Portfolio - NRI
Portfolio Plus
The Alpha I Strategy
Ionic Allocate Portfolio-Equity
Ionic Navigator Portfolio
Ionic Navigator Portfolio-Midcap
IONIC PIPE STRATEGY
ANIVED PORTFOLIO MANAGERS PRIVATE LIMITED
Alpha 25
Anvil Long Holding Strategy
Anvil Wealth Compounders
Optimum Returns
APMI Test1 High Growth
APMI Test2 Momentum
APMI Test4 High Alpha
APRICUS WEALTH STERLING EQUITY STRATEGY
ARDEKO GROWTH FUND
Arth Long Term Owner's Approach
ArthAlpha Machine Learning (Equity) Quant
Arthya ALL-STAR Multi-Cap Shariah Portfolio
ARTHYA Core Portfolio
Arthya Emerging Stars Portfolio
Arthya Growth Plus Portfolio
Arthya Leaders Portfolio
Arthya Multicap Portfolio
Arthya Opportunities Portfolio
LONG HERITAGE VALUE FUND
AMSEC LIFE
Ace 50
Ace Blue-chip
Ace Multicap
ACE QGM
Ace Ten Trillion Opportunities
ASK CONVICTION PORTFOLIO
ASK CORE PORTFOLIO
ASK DOMESTIC RESURGENCE PORTFOLIO
ASK DOMESTIC RESURGENCE PORTFOLIO STP
ASK EDGE PORTFOLIO
ASK EMERGING OPPORTUNITIES PORTFOLIO
ASK FINANCIAL OPPORTUNITIES PORTFOLIO
ASK FINANCIAL OPPORTUNITIES PORTFOLIO STP
ASK GROWTH PORTFOLIO
ASK GROWTH PORTFOLIO STP
ASK HIGH CONVICTION PORTFOLIO
ASK INDIA SELECT PORTFOLIO
ASK INDIA SELECT PORTFOLIO STP
ASK INDIA VISION PORTFOLIO
ASK INDIA VISION PORTFOLIO STP
ASK INDIAN ENTREPRENEUR PORTFOLIO
ASK INDIAN ENTREPRENEUR PORTFOLIO STP
ASK LIFE PORTFOLIO
ASK LIGHTHOUSE PORTFOLIO
ASK SPECIAL OPPORTUNITIES PORTFOLIO
ASK SPECIALISED PORTFOLIO
ASK STRATEGIC PORTFOLIO
ASK Wealth CICERO Smart Beta
ASK Wealth Core Equity
Multiplier
EQUITY DEBT HYBRID
MIDCAP
MOMENTUM 20 PMS
MULTICAP
Multicap PMS Series/1/2025
Avendus Margin Of Safety
Avendus Olivo Core Equity Portfolio
HALO DPMS
AVERRA ASSET MANAGERS LLP-LONG TERM GROWTH AT FAIR VALUE
Avestha Growth
AWRIGA CORE STRATEGY
Axis Brand Equity Portfolio
Axis Core & Satellite Portfolio
Axis Customized Portfolio
AXIS Emerging Stars Portfolio
Axis Pure Contra Portfolio
AXIS SECURITIES ALPHASENSE AI
AXIS SECURITIES CONTRARIAN
AXIS SECURITIES CUSTOMISED
AXIS SECURITIES ETHICAL
AXIS SECURITIES GROWAN
AXIS SECURITIES KAIZEN
AXIS SECURITIES MF MAXIMIZER EQUITY
AXIS SECURITIES PURE CONTRA
AXIS SECURITIES PURE GROWTH
AXIS SECURITIES PURE LIQUID C
AXIS SECURITIES PURE LIQUID G
AXIS SECURITIES PURE LIQUID K
AXIS SECURITIES RETIREMENT
AXIS SECURITIES SELECT NIFTY 50
PriceBridge Crescendo
PriceBridge Direct Mutual Fund
PriceBridge Eternal Long Life
PriceBridge HoneyComb
PriceBridge HoneyComb Model
PriceBridge Samvruddhi
PriceBridge Total Market select Stock
PriceBridge Upswing
PriceBridge-Total Market India PMS
TOP 100 Equity
BNR MAGNIFIQ FOCUSED FUND
BADJATE GROWTH FUND
BADJATE MULTICAP FUND
VEDARTHA NEO EQUITY PORTFOLIO
Banyan Edhas Portfolio
Banyan India Portfolio
Banyan Leaders Portfolio
Banyan Yield Plus
Growth at Reasonable Price
Barclays Wealth Creator
Barclays Wealth Dynamic Opportunities portfolio
BM LEGACY BUILDERS
BMW Multi Cap Fund
Bay Capital Customized Concentrated Portfolio
Bay Capital India First Portfolio
Bay Capital PBH
Bay Capital Quant Edge Portfolio
Bay Frontline Equity Portfolio
Bay India Opportunities Portfolio
STRUCTERED PRODUCT SERIES VIII
STRUCTURED PRODUCT SERIES I
STRUCTURED PRODUCT SERIES IX
BELLWETHER LONG TERM GROWTH
BEA India Growth Fund
BEA SPECIALIZED PORTFOLIO
BB All-Seasons
BB Bluechip
BB Curated Care
BB Micro-Mega
BB Money Plant
BMC HIDDEN OPPORTUNITIES FUND
BONANZA AEGIS
BONANZA EDGE
BONANZA GROWTH
BONANZA MULTICAP
Bonanza OPTIMA Strategy
BONANZA PLATINUM ALPHA FUND
Bonanza Prima Fund-Aggressive
Bonanza Prima Fund-Conservative
Bonanza Prima Fund-Moderate
BONANZA PULSE SECTOR FUND
BONANZA VALUE
BRAINPOINT Future Winners
Xylem Maverick Strategy
Absolute Return
BOLD
Core Value Concentrated
Core Value Regular
Growth Opportunities Portfolio
INCA
Special Situations Portfolio
Buoyant Opportunities PMS
Unicorn Portfolio
GROWTH
SPECIAL SITUATION
Capital 8 Infinity Fund
Adaptive Momentum
Aggressive Debt
All Weather Equity
Capitalmind Resilient
Capitalmind SmartCore
CM Flexi Cap Strategy
Custom Portfolio 17
Custom portfolio 19
Custom portfolio 2
Custom Portfolio 20
Custom portfolio 21
Custom Portfolio 22
Custom Portfolio 24
Index (Market)
Quantitative Value
Sticker Shock
Surge India
Surge India-NRI
CAPSTOCKS-PMS
Care PMS Growth Plus Value
Care PMS Large & Midcap
CARNELIAN BESPOKE PORTFOLIO
CARNELIAN CAPITAL COMPOUNDER STRATEGY
CARNELIAN CONTRA PORTFOLIO STRATEGY
CARNELIAN SHIFT STRATEGY
CENTRUM BUILT TO GROW MULTICAP PORTFOLIO
CENTRUM BUILT TO GROW MULTICAP PORTFOLIO NRI
CENTRUM BUILT TO LAST - T
CENTRUM BUILT TO LAST - T - NRI
CENTRUM BUILT TO LAST NRI
CENTRUM BUILT TO LAST PORTFOLIO
CENTRUM DEEP VALUE IV
CENTRUM DEEP VALUE IV NRI
CENTRUM DEEP VALUE MULTIBAGGER NRI
CENTRUM DEEP VALUE MULTIBAGGER PORTFOLIO
CENTRUM FLEXICAP PORTFOLIO
CENTRUM FLEXICAP PORTFOLIO - T
CENTRUM FLEXICAP PORTFOLIO - T - NRI
CENTRUM FLEXICAP PORTFOLIO NRI
CENTRUM GOOD TO GREAT - T
CENTRUM GOOD TO GREAT - T - NRI
CENTRUM GOOD TO GREAT NRI
CENTRUM GOOD TO GREAT PORTFOLIO
CENTRUM GROWTH PORTFOLIO
CENTRUM HEDGED PORTFOLIO
CENTRUM MICROCAP PORTFOLIO
CENTRUM STRING OF PEARLS DVIII
CENTRUM STRING OF PEARLS DVIII NRI
Equity NDPMS
CENTRUM BUILT TO GROW MULTICAP NRI.
CENTRUM BUILT TO GROW MULTICAP PORTFOLIO.
CENTRUM BUILT TO LAST T.
CENTRUM BUILT TO LAST NRI.
CENTRUM BUILT TO LAST PORTFOLIO.
CENTRUM DEEP VALUE IV NRI.
CENTRUM DEEP VALUE IV.
CENTRUM DEEP VALUE MULTIBAGGER NRI.
CENTRUM DEEP VALUE MULTIBAGGER PORTFOLIO
CENTRUM FLEXICAP NRI.
CENTRUM FLEXICAP PORTFOLIO T NRI.
CENTRUM FLEXICAP PORTFOLIO T
CENTRUM FLEXICAP PORTFOLIO.
CENTRUM GOOD TO GREAT T
CENTRUM GOOD TO GREAT - T - NRI.
CENTRUM GOOD TO GREAT NRI.
CENTRUM GOOD TO GREAT PORTFOLIO.
CENTRUM MICROCAP NRI
CENTRUM MICROCAP PORTFOLIO.
Centrum String of Pearls DV- III
Chanakya Multi-Cap
PMS-1 Q8
PMS-2 Q5
PMS-3 Q5
Citrus Index Plus Fund Strategy
Citrus Midcap Marvels
Citrus Mutual Fund Strategy(Aggressive)
Citrus Sayam Approach
Citrus Sector Leaders
Citrus Wealth Fusion Fund
ALL WEATHER
Business Cycle Fund
DIVERSIFIED MULTICAP
FOCUS MULTICAP
ICE GROWTH
Clearview Long Term Partners Fund
Clockvine Growth Fund
THE ALL-STAR PORTFOLIO
Complete Circle Digital compounders
Complete Circle India Rising
Complete Circle Stellar Wealth PMS
Digital compounders PMS
ACOLYTE
Composite India Emerging Stars
COMPOSITE INDIA GARP FUND
LIGHTHOUSE
MAXIMA
OPTIMA
PRIMA
VISION
Long Term Focused Value
AI Dynamic
Concept Elegant
Concept Legend
Concept Legend Flexi
Concept Marvel
Concept Sepcial
Concept Symphony
Investwell MIDCAP
Investwell Multicap
Legend Jain
Consortium Securities Value PMS
ALL WEATHER.
ALPHA COMPOUNDERS
Alpha Multi Asset.
Alpha Value
DIVERSIFIED LONG TERM VALUE
Growth at Reasonable Price (GARP)
Credent AIM Multi Cap Strategy
Credent Asset Management Services Pvt Ltd
Mehta Credent Focused Multicap
Equity Diversified Strategy
Large Cap Equity Strategy
Crest Value Fund
Elevate
Aggressive Long Term Capital Appreciation
Long Term Growth
DARASHAW PMS DISC
DB India Multicap Equities / Long-term capital growth
DIIPL- DB India Alpha Factor Equities
Dezerv Capital Reserve Strategy - Equity
dezerv. Alpha Beta Equity Strategy
dezerv. Alpha Equity Strategy
dezerv. Alpha Focus Strategy
dezerv. Arbitrage Strategy
dezerv. Equity Revival Strategy
dezerv. Momentum Strategy
Long Term Growth Strategy
DMZ PARTNERS INHERITORS STRATEGY
Dolat Quantum Leap Strategy
Chatur Amrit Kaal Fund
DRChoksey Alpha Invest
DRChoksey Select Multiplier
DRChoksey Diversified Equity Fund
DRChoksey Focused Advantage
Dhanvesttor Faith Fund
DT India strategy
Concentrated Growth Portfolio
Bluechip High Growth Low Valuation
Emerging High Growth Low Valuation
Multicap High Growth High Momentum
PMS EMERGING WINNERS
PSU High Growth Low Valuation
Smallcap High Growth Low Valuation
East Green Agile Strategy
East Green Quant Strategy
East Lane Long Term Growth
EBISU India All Inclusive
Edelweiss Focused Mid & Small Cap Portfolio - Series II
Edelweiss Focused Mid & Small Cap Portfolio Approach
Edelweiss Focused Mid and Small Cap Portfolio - Series II
Edelweiss Focused Mid and Small Cap Portfolio Approach
Eklavya Equity
Electrum ASP Emerging India Fund
Electrum Customised Portfolio
Electrum Laureate Portfolio
Electrum Novogram Excel Strategy
Electrum S.C.A.L.E.
Electrum Small and Microcap Portfolio
Electrum Viksit Bharat Approach
Approach 1 Elite Opportunity
Approach 2 Elite Value
Long Term Growth Stock
Long Term Growth Stocks
EIML CAPITAL
EIML MULTICAP NRI
EIML PEARLS
EIML SMID
EMKAY CAPITAL
EMKAY CLASSIC
EMKAY CRYSTAL
EMKAY GEMS
EMKAY GEMS NRI
EMKAY LEAD
EMKAY LEAD NRI
EMKAY MULTICAP
EMKAY NEW VITALIZED INDIA
EMKAY PEARLS
EMKAY PEARLS NRI
EMKAY PLATINUM
EMKAY PURE I
EMKAYGOLDEN
EMKAYS 12
EMKAYS ALPHA
EMKAYS12 NRI
Enam India Core Equity Portfolio
Enam India Diversified Equity Advantage Portfolio
Enam India Equity Portfolio
Enam India Opportunities Portfolio
Enam India Vision Portfolio
Deltabet Equity Approach
DIVIDEND YIELD APPROACH
Envision India Opportunities Portfolio
Envision India Value Portdolio
Envision New Frontiers Portfolio
EQUENTIS CONCENTRATED PORTFOLIO
EQUENTIS MULTI CAP PORTFOLIO
EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO
Equinova Alpha Opportunities PMS
Equinova Edge PMS
Equinova Signature Edge PMS
EquiPoise Emerging Stars
EquiPoise India Select
EquiPoise New India Opportunities
EQUIRUS CORE EQUITY
Equirus Flexi Cap Fund
EQUIRUS LONG HORIZON FUND
EQUITREE EMERGING OPPORTUNITIES
Value Investing
ESCORP ASSET MANAGEMENT LTD
Lomg Alpha
Multicap
FE Securities Focused Approach
Fident All-Season India Resilient Portfolio (FAIR)
Fident India Builder Equity Portfolio (FIBER)
FINDOC Equity Fund
Fisdom Wealth Edge
First Global India Super 50 (FG-IS50)
Growth
FORT DYNAMIC
FORT VALUE
INDIA MULTI CAP - GARP
FORTUNA ONE
MULTICAP VALUE FUND
FCI LLP Opportunities
FCI LLP Wealth Builder
FCI LLP Wealth Optimizer II
FYERS Genesis Fund
S&P BSE 500 TRI
Gems Equity Diversified Long Term value
Gems Imperial All Cap Alpha
ADVANTAGE PORTFOLIO
BEACON PORTFOLIO
DAKSHIN PORTFOLIO
ETHICAL PORTFOLIO
FREEDOM PORTFOLIO
ACTIVE
ALPHA STAR
DISCOVERY
FOCUSSED MULTICAP
GROWTH
HIGH RISER
IMPERIAL INDIA FOCUSED EQUITY
JEWEL
KINETIC
LEAPFROG
MAJESTIC
NUCLEUS
OPULENCE
PREMIER
QUANTFIN GROWTH
RAW PEARL
TRUFFLE INVESTMENT
UNIQUE
WHITE TRUFFLE
Girik BluFIN Strategy
Girik Deep Value Strategy
Girik Multicap Strategy
Girik PMS BluFIN X Equity Strategy
Globe Arbitrage/Special Situation
Value Driven Approach
Aristos Equity Portfolio
Compass TrueNorth Portfolio
Eterna Wealth Core Portfolio
GoldStandard Mystic Wealth Momentum Portfolio
GoldStandard Mystic Wealth Value Portfolio
Good Fortune Capitals Growth
GL Alpha Fund
GLC Growth Fund
GREEN PORTFOLIO DIVIDEND YIELD FUND
GREEN PORTFOLIO FUND OF FUNDS
GREEN PORTFOLIO INDEX FUND
GREEN PORTFOLIO MNC ADVANTAGE FUND
GREEN PORTFOLIO SPECIAL FUND
GREEN PORTFOLIO SUPER 30 DYNAMIC FUND
GREEN PORTFOLIO THE IMPACT ESG FUND
THE GREEN ETHICAL FUND
Grey Sky Smart Core Portfolio
GROWTHFINITI ENHANCER
GROWTHFINITI FACTORS
GROWTHFINITI LEAD
GROWTHFINITI MAXIMISER
Core Value Strategy
Principal Value Strategy
Special Opportunity Strategy
GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI ASSETS
GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI CAP
Guardian Multicap Strategy Passive
Hanut Fundamental Quant
GENIUS
INDIA STORY CONSISTENT COMPOUNDER
SYNERGY FOCUSED APPROACH FOR LONG TERM
All Cap Portfolio - DPMS
Bespoke Accounts
Diversified Portfolio - Equity
Enhanced Portfolio 1
HDFC AMC "MF Select" Portfolio - Equity (Formerly Portfolio of MF Schemes/ETFs)
India Ascent Portfolio - DPMS
Financial Freedom
Helios India Rising Portfolio
Dynamic Research & Emerging Asset Management Strategy (DREAM)
India Rising SME Stars
EverFlow Bespoke
EverFlow India Opportunities
HPMG Multicap Fund
HPMG Small Cap Fund
HSBC Aspire Portfolio
HSBC Evolve Portfolio
HSBC India Next Portfolio
ICICI Prudential PMS ACE Strategy
ICICI Prudential PMS Banking and Financial Services Strategy
ICICI Prudential PMS Contra Strategy
ICICI Prudential PMS Defined Tenure Series Strategy
ICICI Prudential PMS Emerging Leaders Strategy
ICICI Prudential PMS Enterprising India Strategy
ICICI Prudential PMS Enterprising India Strategy Series II
ICICI Prudential PMS ETF Strategy
ICICI Prudential PMS Growth Leaders Shariah Strategy
ICICI Prudential PMS Growth Leaders Strategy
ICICI Prudential PMS India Recovery Strategy
ICICI Prudential PMS Infrastructure Strategy
ICICI Prudential PMS Largecap Strategy
ICICI Prudential PMS Multi-Manager - Core Equity Strategy
ICICI Prudential PMS Multi-Manager - India Equity Opportunities Strategy
ICICI Prudential PMS Multi-Manager - Thematic Strategy
ICICI Prudential PMS PIPE Strategy
ICICI Prudential PMS PIPE Strategy - Series II
ICICI Prudential PMS Prime Strategy
ICICI Prudential PMS Quanti-FI Strategy
ICICI Prudential PMS Rising Stars Strategy
ICICI Prudential PMS SMART Strategy
ICICI Prudential PMS T.I.M.E Strategy
ICICI Prudential PMS Value Strategy
ICICI Prudential PMS Wellness Strategy
ACE Equity Portfolio
Active Index Portfolio
I-Sec Multifactor Portfolio
ISEC Aggressive Portfolio
ISEC Momentum Quality Dynamic Advantage Portfolio
Sterling Portfolio- Aggressive Portfolio
Sterling Portfolio- Growth Portfolio
IIFL Flagship Leaders Portfolio
IIFL Select Custom Portfolio
IIFLBLUEALPHA
IIFL Bluechip Alpha Portfolio
IIFL Flagship Leaders Portfolio
IIFL Select Custom Portfolio
IKIGAI Bespoke Small Cap Strategy
IME Bespoke Equity
IME Concentrated Microtrends
IME Digital Disruption
IME Wealth Bespoke
Impetus Value Portfolio
InCred Active Momentum Portfolio
InCred Focused Healthcare Equity
InCred Healthcare Portfolio
InCred India Ascend Portfolio
InCred Multicap Portfolio
InCred Select Opportunities Portfolio
InCred Small and Midcap Portfolio
InCred Omni Alpha Multi-Manager Equity Portfolio
IDPL Wealthy Nivesh Multi Asset
Customised Mutual Fund Portfolio (A4)
Flexi-Cap Wealth Creator Portfolio (A5)
India Ultra-Focussed Mid-Cap Growth Portfolio Series II (A2)
Large Cap Opportunistic Portfolio Series I (A3)
Multi-Asset Portfolio Bespoke (A7)
INVASSET GROWTH FUND
INVASSET LEADERS FUND
INVASSET PRIME FUND
Invesco India Caterpillar Portfolio
Invesco India Challengers Portfolio
Invesco India DAWN Portfolio
Invesco India Large Cap Core Portfolio
Invesco India R.I.S.E Portfolio
InvesQ Multicap Opportunities Portfolio
INVESTSAVVY ALPHA
ALPHA
INDIA INFRA OPPORTUNITIES
Solitaire
TruBlu
VRDDHI
ITI ALTERNATE FUNDS MGT LTD DYNAMIC FUND
ITI EMERGING BUSINESSES FUND
ITI MAGNUM OPUS FUND
Fund of Funds
Itus Fundamental Value Fund
Itus Theme Founder Fund
Apex
Focus
Growth and Value
India Resurgent
The Opportunistic
Wealth Builder Equity Enhancer
Alpha Equity
Business Leader
Dynamic Business Leader
Dynamic High Growth
Exceptional Equity
High Growth Fund
India Dedicated
India Equity
Innovative Business
Stable Asset
Stable+ Asset
Strategic Equity
Wonder Companies
JPMS AGILITY FUND
JPMS BHARAT 5T
JPMS BHARAT 5T DYNAMIC
JPMS EXCELLENCE OF DAILY OBJECT
JPMS INDIAS FRONT RUNNERS FUND
JPMS SAMURRAI- COFFEECAN
Jama - SAPPHIRE - Diversified Holdings Fund
Maxiom PMS - CATALYST - Special Situations
Maxiom PMS - CORAL Cyclical
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Maxiom PMS - GEM Quality-Momentum
Maxiom PMS - JEWEL Flexi Cap Quality-Growth
Maxiom PMS - PEARL Large Cap Quality-Growth
Maxiom PMS - SPARK Emerging Companies Quality-Growth
Maxiom PMS - TOPAZ Flexicap Focused Quality-Growth
Maxiom PMS-EMERALD-E Diversified Mutual Funds (Equity)
Maxiom PMS-EMERALD-NE Diversified Mutual Funds (Non-Equity)
DYNAMIC INVESTMENT APPROACH
Growth Plus Value Investing
Incredible India
India Portfolio Builder
India Super Focus
The Great India Opportunity
JOINDRE VALUE FUND
Julius Baer India Equity Opportunities Portfolio
Julius Baer India Flexi Index Portfolio
Julius Baer India Premier Opportunities Portfolio
Julius Baer Premier Focused Portfolio
Compound 26 Capital
Prudent Growth Opportunities
KARMA CAPITAL HIGHLY DIVERSIFIED
KARMA CAPITAL JASMINE
KARMA CAPITAL KWB SELECT PMS
Karma Capital Lotus
Karma Capital Magnolia
Karma Wealth Builder
Concentrated Diversified Equity
Diversified Equity Portfolio
KEDIA PMS MULTI CAP
DPMS - Diversified
DPMS - Pharma
Kotak Equity Portfolio Investment Approach
Kotak Evolv Equity Investment Approach
Kotak FinTech Investment Approach
Kotak India Focus Portfolio Investment Approach
Kotak India Focus Portfolio Investment Approach Customised
Kotak India Focus Portfolio Investment Approach Series II
Kotak Pharma and Healthcare Investment Approach
Kotak Small and Midcap Equity Investment Approach
KRIIS COMPOUNDERS PORTFOLIO STRATEGY
KRIIS HIGH GROWTH STRATEGY
KRIIS METAVERSE EQUITY FUND STRATEGY
KRIIS MULTICAP FUND STRATEGY
KSEMA WEALTH ALPHA -INDIA OPPORTUNITIES
KSEMA WEALTH MULTICAP - INDIA OPPORTUNITIES FUND
Ksema Wealth Pvt Ltd Future Frontier Portfolio
KUNVARJI FINSTOCK PRIVATE LIMITED
KING
Fundamental-Based / Value-Oriented Approach
Relative Value Approach
Relative value SWF
1UP MultiManager FOF
Proud Portfolio
India Growth
Compounder Strategy
LATENT EQUITY GROWTH
SAMMAAN INDIA
Lighthouse Canton Sectoral Shift Strategy
EDGE
Lighthouse
Maxima
Optima
Platina Select
Ultima Select
Libord Multicap Fund - I
LIC MF Factor Advantage
LIC MF Value Equity Plus
Future Stars
Value for Growth
SEVEN ISLANDS MULTICAP FUND
Mega Trends - Multicap Growth
Trend Following - Flexicap Growth
Trend Following -Large Cap
Consistent Compounders
Kings of Capital
Little Champs
Marcellus Curation-I
Marcellus Rising Giants
Marcellus' Curation
Marcellus' Curation E
MeritorQ
Quantitative Compounders
ALLWEATHER
Mojo Power
Mojo Soul
Master Trust India Growth Strategy
Maximal Pathfinder Value Fund
MEHTA MULTI FOCUS STRATEGY (MMFS)
Merisis Catalyst - Series I
Merisis Multicap Portfolio
Merisis Smart Blend ETF
Microsec Wealth Management Ltd.
MAPL Value Investing Fund
Reverse Research
PMS MOPE I
Aggressive Leaders
Auxano Alpha Fund
Conservative Growth
Emerging Moat
Happiness Portfolio
Moderate Compounders
Special Opportunities
Uppercrust Prosperity Fund
UpperCrust Wealth Fund
GROWTH
QUANT
Monarch Wealth Creator Fund
MONEYCOMB
QUEENBEE
MONEYGROW BLEND
MONEYGROW LARGE MIDCAP
MONEYGROW SMALL MIDCAP
MAS Growth
MAS Prime
Deep Value Strategy
Discover Value Strategy
Focused (Series V) A Contra Strategy
Focused Opportunities Strategy
India Invest Opportunity Portfolio Strategy
India Invest Opportunity Portfolio Strategy V2
India Opportunity Portfolio Strategy
India Opportunity Portfolio Strategy - V2
Large Cap Growth Strategy
Motilal Oswal 25-for-25 Strategy
Motilal Oswal All cap Growth Strategy
Motilal Oswal Business Opportunities Portfolio Strategy
Motilal Oswal Emerging Business Strategy
Motilal Oswal Emerging Stars Portfolio
Motilal Oswal Ethical Strategy
Motilal Oswal Founders Portfolio
Motilal Oswal Hockey Stick Large Cap Portfolio
Motilal Oswal Hockey Stick Micro Cap Portfolio
Motilal Oswal Hockey Stick Mid Cap Portfolio
Motilal Oswal Hockey Stick Mini Cap Portfolio
Motilal Oswal Hockey Stick Multi Cap Portfolio
Motilal Oswal Hockey Stick Small Cap Portfolio
Motilal Oswal India Growth Strategy
Motilal Oswal Large Cap Momentum Strategy
Motilal Oswal Microcap Multifactor Strategy
Motilal Oswal Mid and Smallcap Opportunities Strategy
Motilal Oswal Mid to Mega Strategy
Motilal Oswal Midcap Multifactor Strategy
Motilal Oswal Multicap Opportunities Strategy
Motilal Oswal Multifactor Equity Strategy
Motilal Oswal Small cap Multifactor Strategy
Next Trillion Dollar Opportunity Strategy
PLUS strategy
Value Migration Strategy
DELPHI 4C ADVANTAGE PORTFOLIO
Wealth Enhancer
Wealth Maximizer
Wealth Protector
Emerging Corporates India Portfolio
Mid & Small cap & Special Situations Portfolio
Moats and Special Situations Portfolio
Sankhya India Portfolio
Technical Momentum Opportunities Portfolio
NAFA EMERGING BLUE CHIP PORTFOLIO
NAFA INDIA ALPHA FUND
NAFA NEW & CLEAN TECH
NAFA Pharma Portfolio
NAFA Small Cap Portfolio
NAFA WEALTH BUILDER PORTFOLIO
NARNOLIA 5TX5T
Narnolia Ethical S-1
NARNOLIA FUSION OPPORTUNITY STRATEGY
NARNOLIA LARGE CAP STRATEGY
NARNOLIA MID AND SMALL CAP STRATEGY
NARNOLIA MULTI CAP STRATEGY
NARNOLIA MULTI-ASSET STRATEGY
Negen Special Situations & Technology Strategy
Neo Club - Equity Advantage Product
Neo Club - Equity Dedicated Product
Neo Club - Multi Asset Investment Product
Neo Core Multicap Equity Strategy
New Berry Capitals Private Limites Seeking ALpha Strategy
Aurum Growth Opportunities
Aurum Micro Cap Opportunities
Aurum Multiplier Portfolio
Aurum Small Cap Opportunities
Aurum Small Cap Plus
Absolute Freedom Portfolio
Absolute Freedom Portfolio 1
Absolute Freedom Portfolio Systematic Rebalancing Option
Concentrated Portfolio
Deep Value Portfolio
Emerging India Portfolio
Emerging India Portfolio 1
Emerging India Portfolio Systematic Rebalancing Option
Emerging Sector Opportunity Portfolio
High Conviction Equity Portfolio
High Conviction Equity Portfolio 1
High Conviction Equity Portfolio Systematic Rebalancing Option
MAAP
Nippon India Royal Portfolio
Pearl Portfolio
Tactical Asset Allocation Plan TAAP
The Indian Economic Transformation Portfolio
The Indian Economic Transformation Portfolio Systematic Rebalancing Option
Nirmal Bang Equity Multi Cap
BLUECHIP PORTFOLIO
FREEDOM ETF PORTFOLIO
FREEDOM PORTFOLIO
MULTICAP PORTFOLIO
NMR Growth Strategy
ALGROW
Infinity Core Equity Approach
Nuvama Equities eXpansion Target (NEXT) strategy
NV Alpha Emerging Opportunities Fund
Oaklane Be-spoke- Equity
Oaklane Large Cap
ABC Equity Portfolio
JBL Bridge Round (Just Buy Live)
OAKS Co-investment Portfolio
Structure Product Series 3 (Hero Electric)
Structure Product Series 5 (InCred-2)
Structured Product Series 1 (Just Buy Live)
Structured Product Series 2 (Incred)
Structured Product Series 4 (Foodlink)
Structured Product Series 6(SHR Lifestyle)
The Alpha Capital Pledge (TAP)
Ohm Absolute
Ohm Growth
OHM Long Term Portfolio
All Cap Strategy
Omni Amrit Kaal
Omni Barons
Omni Capital Creators
Omni Captains
Omni Centurions
Omni Emperors
Omni Energy Transition
Omni India Inc
Omni Industry Inc
Omni Rail & Mobility
Omni Services Corp
Omni Strategic Defence
Omni SuperNormal India
Omni Victors
Cognito
DELTA FUND
PATERSON ADVANTAGE
PATERSON CUSTOMISED
PATERSON LEADERSHIP
PATERSON SOUTHERN SPICE
PCS Securities Absolute Return - 00006242-001
PCS Securities LTD - 00003313-001
PCS SECURITIES LTD ALYATTES 00017643-001
Pelican PE Fund
Pelican Top100 Fund
PGIM INDIA CORE EQUITY PORTFOLIO
PGIM INDIA EQUITY PORTFOLIO
PGIM INDIA EQUITY PORTFOLIO SERIES I High Conviction Themes
PGIM INDIA EQUITY PORTFOLIO SERIES II
PGIM INDIA PHOENIX PORTFOLIO
Phillip Alpha Creation Equity Strategy
Phillip Emerging India Portfolio
Phillip Ethical India Portfolio
Phillip Multi Asset Portfolio
Phillip Signature India Portfolio
Phillip Star Portfolio
CA Equity Multi-Manager Portfolio
CA MFM Large cap
CA MFM MID CAP
CA MFM Multi Cap
PINC Aggressive Fund
PINC Future Fund
Emerging Dominators Plus
Piper Serica Leader Portfolio Strategy
Aqua Strategy
AQUA STRATEGY
Core Multicap Portfolio
RISING STAR STRATEGY
SPECIALISE STRATEGY
TACTICAL ALPHA PORTFOLIO STRATEGY
PRAJANA EDGE
PRAJANA HIGH CONVICTION
High Quality Consistent Compounders
Prime Velocity
Prithvi Balance portfolio
Profit Bloom Quant Alpha
ProfitGate Classic Compounders Equity Strategy
ProfitGate Focused Equity Strategy
ProfitGate Fund of Funds Strategy
Multi Strategy PMS
Equity Flexi Cap
Prosperity Discovery Fund
Prosperity Fund of Funds
PROSPERO TREE INDIA EQUITY FUND
Alphaa Better Risk Reward 30 Stocks Portfolio
Alphaa factor Investing Fund
Alphaa Focused Small-Cap Portfolio
Alphaa MPT Plus Fund
AlphaaMoney Equity+ Portfolio
PRP Defensive & Responsible Fund
PRP India Opportunity Equity Fund
PRP Indian Exports Momentum Portfolio
Prudent Equity Growth Strategy
Prudent Financial Resurgence Portfolio FRP
Prudent Focused PMS
Prudent Multicap PMS
Purnartha Dynamic Midcap
Purnartha Pratham
Purnartha Vision
ALPHABETS
CORE EQUITY
INDEXALPHA
QODE ALL WEATHER
QODE FUTURE HORIZONS
QODE GROWTH FUND
QODE TACTICAL FUND
QRC - Long Term Opportunities Portfolio
Q India Ethical Returns Strategy
Q India Responsible Returns Strategy
Q India Small Cap Strategy
Q India Value Equity Strategy
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained XIII
Q India Value Equity Strategy - Constrained XIX
Q India Value Equity Strategy - Constrained XVII
Q India Value Equity Strategy - Constrained XVIII
QUEST ALPHA OPPORTUNITIES PORTFOLIO
QUEST LONG ODYSSEY
QUEST PMS PRUDENT
QUEST PMS TIMES
QUESTPMS FLAGSHIP PORTFOLIO
QUESTPMS FOCUS PORTFOLIO
QUESTPMS MULTI PORTFOLIO
QUEST ALPHA OPPORTUNITIES
QUEST LONG ODYSSEY
QUEST PMS PRUDENT
QUEST PMS TIMES
QUESTPMS FLAGSHIP PORTFOLIO
QUESTPMS FOCUS PORTFOLIO
QUESTPMS MULTI PORTFOLIO
NS Multicap Advised Model Portfolio - PMS-Shreyas PMS
R Wadiwala Agile PE Ratio Portfolio - Master
R Wadiwala Ethical Portfolio - PMS
R. Wadiwala Agile PE Ratio Portfolio-Master-New
R. Wadiwala Ingenious Equity Portfolio-Ingenious
SERENITY WEALTH
ALPHA GROWTH
ALPHA LARGE CAP
ALPHA MUTUAL F-of-F
EMERGING BUSINESS OPPORTUNITY PORTFOLIO - 1
FOCUSED CUSTOMISED
MINT
VALUE
Renaissance Alpha Portfolio
Renaissance India Next Portfolio
Renaissance Midcap Portfolio
Renaissance Opportunities Portfolio
Renaissance Platinum Portfolio
Renaissance Sterling Portfolio
Revelation India Opportunities Portfolio I
Revelation India Opportunities Portfolio II
Revelation- Diversified Portfolio
Revelation- Long Term Strategic Portfolio
RH AlphaBots India 100
RH AlphaBots India Large Cap 30
RH AlphaBots India Midcap 29
RH MINERVA INDIA UNDER-SERVED
RH Supervalue Aggressive
RH-PERENNIAL
RHPMPL- FLEXICAP PORTFOLIO
RHPMPL- SUPER VALUE M&S CAP PORTFOLIO
RHPMPL-RH India Business Leader Portfolio
RHPMPL-RHIUNDERVALUED PORTFOLIO
Rockstud Capital - Customized Approach
Rockstud Capital - Yuva Bharat Approach
Roha Emerging Champions Portfolio
Roha Titans Equity Portfolio
SageOne Flexi Cap
SageOne LargeCap
SageOne Mid & Small Cap
SageOne Small Cap
SAHASRAR CONCENTRATED GROWTH PORTFOLIO
Samatva Small Cap Strategy
Long Horizon Fund
Sameeksha India Diversified Investment Strategy
Sameeksha India Equity Fund
ACTIVEALPHAMC
Advisory Services
NDPMS
PMSAGGRESSIVE
PMSLONG
Sanctum FinEdge
Sanctum Global Allocator
Sanctum Indian Olympians
Sanctum Indian Titans
Sanctum Multi Asset Portfolios - Generation Plus
Sanctum Thematic Strategies - Sanctum Select Series 1
Tailored Discretionary Portfolio - Aggressive
GROWTH AND MOMENTUM
SAVVY DEFAULT
SBI Aeon Alpha Portfolio
SBI ALPHA EDGE
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)
SBI PURE APLHA PORTFOLIO
Scient Smart Beta PMS
SiMPL Multi Cap Value Portfolio
SiMPL Small Cap Value Portfolio
SEERS DECADE OF INDIA
SEERS ENDURING PORTFOLIO
SHADE VALUE FUND
Diversified equity
PRIME PICKS
Value Magno
Shree Lakshmi Plan
Shree Smart Market Plan
Shree Vriddhi
Growth Enabled Mid & Smallcap
Large & Emerging Alpha Portfolio Strategy
SilverArch India Equity Portfolio
SilverArch India Mid & Small Cap Equity Portfolio
METAMORPHOSIS FUND
Singular Multicap
Multicap Investment Approach
SMC-Customised
SMC-Growth
SMC-Moderate
SMC-NRI
ALPHA HARVESTERS
EMERGING TITANS
EVERGREEN
HARVEST
Sohum India Focus 10 Investment Approach
Sohum India Opportunities Investment Approach
EMERGING LEADERS
PRUDENCE
Sowilo Multi Cap Fund
Sowilo Target Agressive Scheme
SPARK INDIA 75 ACTIVE ALPHA STRATEGY
SPARK INDIA@75 CORE AND SATELLITE STRATEGY
SPARK INDIA@75 FLEXICAP STRATEGY
Spark Absolute Return Portfolio (ARP)
SPICE ROUTE VOYAGER
S64 MULTICAP
STALLION ASSET CORE FUND
WEALTH GUARDIAN FUND
SCSI NDPMS Long Term Value Compounder (LTVC)
STEPTRADE RISING STAR FUND
STEPTRADE SME FUND
ALPHA
DEDICATED
INDIA EQUITY
QUANT
RISING STAR
S.E.L.F
S.I.T.P
SISOP
STRATEGIC EQUITY
Sundaram Voyager Global Portfolio
SUNIOP
SUNOPP
VOYAGER
WONDER
Investment Approach 1
SVAN INVESTMENT MANAGERS LLP - VELOCITY
Ad Astra Fund
Concentrated Portfolio Approach
SRE Finansys Quant Momentum PMS
SRE Inflection Idea
SRE Large & Mid Momentum PMS
SRE PE SHIELD
SRE PLOUTOS FUND
SRE Small Cap Momentum PMS
Sykes & Ray Equities(I) Ltd-Ignited Idea
Sykes & Ray Equities(I) Ltd-Quantitative Growth
DYNAMIC INVESTMENT APPROACH
BLUECHIP
Tailwind Alpha Edge PMS
SAPIENT WISDOM ALLCAP TAMOHARA STRATEGY
TAMOHARA AGILE STRATEGY
TAMOHARA AZURE EQUITY STRATEGY
TAMOHARA FAMILY OFFICE SERIES VI
TAMOHARA INDIA OPPORTUNITIES STRATEGY
TAMOHARA INVESTMENT MANAGERS PVT LTD -JRL - TAMOHARA RISING 20-20 STRATEGY
TAMOHARA INVESTMENT MANAGERS PVT LTD -JRL-TAMOHARA ASHOKA STRATEGY
TAMOHARA LONG TERM EQUITY STRATEGY
TAMOHARA NXT MULTICAP STRATEGY
TAMOHARA Q STRATEGY
TAMOHARA TOTAL RETURN STRATEGY
TAMOHARA TRADE SANCHAY STRATEGY
TAMOHARA TRUFFLE FLEXICAP STRATEGY
Tamohara VIP Strategy
Tata PMS ACT Investment Approach
Tata PMS Emerging Opportunities Investment Approach
Tata PMS Enterprising India Investment Approach
Tata PMS Enterprising India Plus Investment Approach
TCG ADVISORY SERVICES PVT LTD FUND 1
TCG ADVISORY SERVICES PVT LTD FUND 4
TCG All Cap Opportunities Portfolio
TCG India Investment Opportunities Portfolio
TCG Transformative Growth Portfolio
THINQWISE INDIA LONG TERM FUND
Sparkling Gems
Customised Portfolio Approach 10
Customised Portfolio Approach 11
Customised Portfolio Approach 12
Customised Portfolio Approach 13
Customised Portfolio Approach 14
Customised Portfolio Approach 15
Customised Portfolio Approach 16
Customised Portfolio Approach 4
Customised Portfolio Approach 6
Trivantage Capital Diversified Equity Portfolio
Trivantage Capital Edge Portfolio
Trivantage Capital Emerging Leaders Portfolio
Trivantage Capital Focussed Corporate Lenders Portfolio
Trivantage Capital Resurgent Financials Equity Portfolio
Trivantage Capital Resurgent Financials Equity Super Six Portfolio
Trivantage Capital Select Diversified Equity Portfolio
Trivantage Capital Small & Mid Cap Financials Portfolio
Trivantage Capital Small Cap Equity Portfolio
BeSpokeEquity
EquityFactorQuant
Flexi-cap Fundamental Opportunities
Select Equity Strategy
Chanakya Wealth Creation Plan
Intrinsic Series
TULSIANMMOP
TULSIANPMS
Growth Mantra Fund
Ime Bespoke Equity Strategies
Ime Bespoke Wealth Strategies
Profit Mantra
VALCREATE - GROWING INDIA STRATEGY
VALCREATE - INCOME AND GROWTH STRATEGY
VALCREATE - SPECIALTY OPPORTUNITIES STRATEGY
Wealth Mantra Fund
UNICORN Active Alpha India Quality Portfolio
UNICORN ETF ALPHA PORTFOLIO
UNICORN Flexi Cap Quant Portfolio
Unicorn Focused 20 Portfolio
UNICORN GRORIGHT INDIA OPPORTUNITIES PORTFOLIO
UNICORN MAX 10 PORTFOLIO
Unicorn MF Alpha Portfolio
UNICORN MID - SMALL CAP ALPHA PORTFOLIO
Unicorn Scientific AI Factor Equity (SAFE) Portfolio
UNICORN STAR PORTFOLIO
APJ (Formerly known as APJ 20)
BCAD
BCAD BREAKOUT 20
BLENDED- RANGOLI
DVD
GREEN STRATEGY
HOLDCO
INDIVIDUALLY MANAGED ACCOUNTS
INSIDER SHADOW STRATEGY
OTHERS EQUITY
SPIN OFF NEW
Unique Focused Fund
Unique Strategic Fund
V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS
Val-Q Large Cap Blue Chip Fund
Val-Q Mid Cap High Quality Fund
IME Bespoke Wealth
IME Concentrated Microtrends
IME Digital Disruption
IME Equity Bespoke
Vacreate Bespoke strategy
Valcreate Growing India
Valcreate Lifesciences & speciality opportunities
Valcreate Recovery Strategy
Valentis Multi-cap Fund
Valentis Rising Star Opportunity Fund
Vallum India Discovery Strategy
Vallum JAN Principles Approach
Valtrust Equity Funds
Valtrust Momentum
ValPro Alpha (A) PMS
ValPro Balanced (B) PMS
ValPro Conserve (C) PMS
ValueQuest Agile
ValueQuest Alpha
ValueQuest Growth
ValueQuest Platinum
ValueQuest Poise
ValueQuest Vision
Vansh Equity Master Approach
Vansh Equity Multi Cap Approach
Agile Plus
Alpha Portfolio
Alternate Investments Portfolio
Varanium Alpha Portfolio
Varanium Emerging Leader Fund
VARANIUM G2G INDIA PORTFOLIO - 00002316
VARANIUM G2G INDIA PORTFOLIO - 00007267
VARANIUM G2G INDIA PORTFOLIO - 00010051
Varanium Large-Cap Focused Fund
Varanium Large-Cap Focused Fund Haresh Chulani
Ventura Micro Cap Thematic Portfolio Management Scheme
Ventura Microcap Intelligence Thematic Management Scheme
Ventura Multicap Portfolio Management Scheme
Ventura Siddhartha Best in Class
VSPARTANS MULTICAP PORTFOLIO
Diversified
Wallfort Ameya Fund
Wallfort Avenue Fund
Wallfort Focus Fund
Wallfort India Contra Equity Fund
Wallfort KOSH Value Fund
MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR
Nucleus "Equity" Multi-Cap Allocator
Bloom
Pure Alpha
WEALTH DOMINION
WEALTH FLEXI FUND
WEALTH FOCUS
WEALTH FOCUS AXIS
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1
WEALTH OPTIMISER (AGGRESSIVE GROWTH)
WEALTH OPTIMISER AGGRESIVE GROWTH AXIS
WEALTH SPIRAL ( DYNAMIC SCHEME) 2
WEALTH SPIRAL (DYNAMIC SCHEME) 1
WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS
WEALTH WEAVER (GROWTH PORTFOLIO)
WEALTH WEAVER GROWTH PORTFOLIO AXIS
Bin73 SunriseAlpha
Wealth First Nifty 100 Index Strategy
Funds India Dynamo Strategy
Focused Leadership Portfolio
Moat Portfolio
Optimiser Mid & small Cap
Optimiser Portfolio
Optimiser Small Cap
Select Direct Growth Portfolio
Select Large Cap Portfolio
Sensex Plus Portfolio
Smart Beta Portfolio
Equity Focused Discretionary PMS
Key Picks Portfolio Approach
Research Picks I Portfolio Approach
Research Picks II Portfolio Approach
WHITE OAK INDIA DIGITAL LEADERS
White Oak India Equity Portfolio Approach
WHITE OAK INDIA EQUITY PORTFOLIO (FPI)
WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO
White Oak India Pioneers Equity ESG Portfolio
WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO STP PLAN
WHITE OAK INDIA SELECT EQUITY PORTFOLIO
WhiteOak India Business Leaders PMS
White Pine India Emerging Stars Approach
White Stone Abhivriddhi Fund
White Stone ValueEdge Fund
White Whale North Star
WHITE WHALE PARTNERS LLP-RISING STAR PF
Key Picks Portfolio Approach
Research Picks I Portfolio Approach
Research Picks II Portfolio Approach
White Oak India Digital Leaders
White Oak India Equity Portfolio Approach
White Oak India Pioneers Equity ESG Portfolio
White Oak India Pioneers Equity Portfolio
White Oak India Pioneers Equity Portfolio STP Plan
White Oak India Select Equity Portfolio
WhiteOak Capital Bharat 100 Portfolio Approach
WhiteOak Capital Emerging Leaders Portfolio Approach
WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM) Approach
WhiteOak Capital Research Select Equity Portfolio Approach
WhiteOak Capital Select Stocks Portfolio Approach
WhiteOak India Business Leaders PMS
WILLOW LONG TERM VALUE STRATEGY
Wright Alpha Fund
Wright Factor Fund
Wright Factor Fund Hedged
Wright Factor Fund- NRI
Xponent Tribe Long-term Equity Portfolio
Emerging Opportunities Strategy
Focused Strategy
Multicap Strategy
As On Month-Year
*
Submit
Reset
Investment Approach Wise Turnover As on
31/03/2026
PMS Provider Name
IA Name
1 month
1 Year
Revelation Portfolio Management Pvt Ltd
Revelation India Opportunities Portfolio II
0.02
0.25
Revelation Portfolio Management Pvt Ltd
Revelation India Opportunities Portfolio I
0.01
0.20