Avendus Wealth Management Private Limited
Firm details
- Headquarters
- Mumbai,
- CRD number
- 156771
- Registered since
- April 13, 2011
- Website
- www.avendus.com
- Custodians
- HDFC BANK LIMITED, AXIS BANK LIMITED
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses57.4%
- HNWI29.76%
- Individuals12.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Avendus Wealth Management Private Limited is a wealth manager and capital allocator that serves both high-net-worth individuals/families and institutional clients. The firm combines advisory services with broker-dealer and financial product distribution activity, and it acts as a sponsor/GP for pooled investment vehicles. Registered as an adviser since 2011, it provides portfolio management for individuals, small businesses and institutions, and also performs selection-of-other-advisers work. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based components. The firm does not position itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 5
George Mitra
Founder & CEOCRD 5897485
Saurabh Rungta
Managing Director and Chief Investment OfficerCRD 7949685
Apurva Shaijwani
Managing Director, Chief Executive OfficerCRD 7949699
Contacts
1 of 1Palak Furia
ManagerCRD 7949694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mumbai, null
Location
Mumbai, null
Headquartered in Mumbai, null.
- Address
- Platina Bldg 9th Floor Plot No C59
- Office locations
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