Banyan Tree Advisors PvT. Ltd.

RIASEC Registered
Total AUM
$562M
Discretionary
$562M
100% of AUM
Avg account
$269K
Accounts
2,089
Employees
56
Advisory reps
6

Firm details

Headquarters
Bangalore,
CRD number
340434
Registered since
August 20, 2026
Custodians
HDFC BANK LIMITED
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Individuals96.72%
  • Corporations / Businesses3.28%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Banyan Tree Advisors PvT. Ltd. is a privately held corporate advisory firm that focuses on portfolio management for individuals and small businesses while also serving institutional clients. The firm is registered with the SEC, with registration recorded in 2026. Its ownership is listed as individual ownership and its advisory practice combines fixed fees with performance‑based fees. Banyan Tree does not present itself as an ESG investor and its reported activities emphasize direct portfolio management rather than pension consulting or multi‑state advisory networks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

3 of 6
  • Watrap Ravishankar

    CRD 8229348

  • Sandeep Talwar

    DirectorCRD 8229349

  • Shyam Prabhu

    Fund ManagerCRD 8229351

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bangalore, null

Location

Bangalore, null

Headquartered in Bangalore, null.

Address
1155, 4 Th Cross, 12 Th Main, Hal 2 Nd Stage,
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth