AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
Adviser information for AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED last updated from Form ADV on October 10th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | India |
Employees
| Total Number of Employees | 155 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 458 | $1.7B |
| Total | 458 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 326 | $203.9M |
| HNW Individuals | 19 | $332.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 113 | $1.1B |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | FINANCIAL PRODUCTS DISTRIBUTION |
Identifiers
| SEC RIA File Number | 801-72264 |
|---|---|
| SEC ERA File Number | 801-72264 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156771 |
| Legal Entity Identifier | 335800CL4ZC9DHVT9888 |
Principal Office
901, PLATINA, 9TH FLOOR, PLOT NO. C-59,BANDRA KURLA COMPLEX, BANDRA (E),
MUMBAI
India
Monday - Friday, 9:30 AM TO 6:30 PM
Tel: +91-22-6648-0909, Fax: +91-22-6648-1440
Chief Compliance Officer
ANUPAM MOHANEY
CHIEF COMPLIANCE OFFICER
901, PLATINA, 9TH FLOOR, PLOT NO. C-59
BANDRIA KURLA COMPLEX
BANDRA(EAST) MUMBAI
India
Tel:
912266480909
Fax:
912266481440
A*************@**********M
(Full email address available in API data)
Regulatory Contact
PALAK FURIA
901, PLATINA, 9TH FLOOR, PLOT NO. C-59
BANDRIA KURLA COMPLEX
BANDRA(EAST) MUMBAI
India
P**********@**********M
(Full email address available in API data)
Industry Affiliates
| AVENDUS CAPITAL PRIVATE LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| AVENDUS CAPITAL PTE. LTD. | Other investment adviser, including financial planners |
| AVENDUS CAPITAL PUBLIC MARKETS ALTERNATE STRATEGIES LLP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| AVENDUS CAPITAL, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| AVENDUS FINANCE PRIVATE LIMITED | Banking or thrift institution |
| AVENDUS PE INVESTMENT ADVISORS PVT. LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| AVEZO ADVISORS PRIVATE LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| OCEAN DIAL ASSET MANAGEMENT INDIA PRIVATE LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| OCEAN DIAL ASSET MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| SPARK INSTITUTIONAL EQUITIES PRIVATE LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AVENDUS CAPITAL PRIVATE LIMITED | Foreign Entity | – | SHAREHOLDER | 03/2008 | > 75% |
| BANSAL, ARVIND | Individual | – | HEAD OF PRODUCTS AND ADVISORY, AND PRINCIPAL OFFICER - PMS | 09/2023 | < 5% |
| REDPOINT INVESTMENTS PTE LTD | Foreign Entity | AVENDUS CAPITAL PRIVATE LIMITED | SHAREHOLDER | 02/2016 | 50-75% |
| DEEPAK, GAURAV, JAGDISH | Individual | – | MANAGING DIRECTOR | 09/2023 | < 5% |
| AGGARWAL, KAUSHAL, KUMAR | Individual | – | DIRECTOR | 07/2017 | < 5% |
| MOHANEY, ANUPAM, SUBHASH | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2022 | < 5% |