Agreya Capital Advisors LLP
Agreya Capital Advisors LLP PMS is a SEBI-registered portfolio management firm based in Bengaluru, known for its research-driven and multi-strategy approach to wealth creation. Established in 2017, the firm caters primarily to high-net-worth individuals (HNIs) seeking customized investment solutions beyond traditional mutual funds. Over the years, Agreya Capital has grown into a mid-sized PMS player, managing assets exceeding ₹1,200 crore with a steadily expanding client base.
The firm offers both discretionary and non-discretionary PMS services, allowing investors to either delegate portfolio decisions to experienced fund managers or retain partial control over investment choices. Its core philosophy is centered on delivering consistent, risk-adjusted returns rather than chasing short-term market trends. Agreya combines quantitative models with fundamental research to identify high-potential investment opportunities across market cycles.
Agreya Capital’s PMS strategies are diversified across multiple categories, including large-cap, multi-cap, flexi-cap, and multi-asset portfolios. Key offerings such as Momentum Strategy, Total Return Strategy, and Multi-Asset Enhancer are designed to cater to different risk appetites and investment goals. While equity remains a core focus, the firm also tactically allocates capital to debt instruments and derivatives to enhance returns and manage downside risks.
A notable aspect of Agreya’s investment approach is its emphasis on factor-based investing, particularly momentum and trend-following strategies. The firm seeks to capture market inefficiencies through systematic models while maintaining disciplined portfolio construction. At the same time, it balances this with fundamental analysis to ensure investments are backed by strong business quality and long-term growth potential.
The leadership team, including experienced professionals like Arjun Narsipur and Shailendra Agarwal, brings extensive expertise in global markets, structured finance, and risk management. Their combined experience enables the firm to adopt a well-rounded view of market dynamics, blending macroeconomic insights with company-specific analysis.
Overall, Agreya Capital Advisors LLP PMS stands out as a disciplined and strategy-focused portfolio manager in India’s PMS landscape. Its blend of quantitative investing, diversified strategies, and risk-aware portfolio construction makes it suitable for investors looking for structured, long-term wealth creation through actively managed portfolios.