Agreya Capital Advisors LLP

AUM (Cr.)

1117.48

Clients

407

Inv. Approach

As On Date

31 August 2025

A portfolio management service provider registered with SEBI, Agreya Capital provides both discretionary and non-discretionary fund management services. In Sanskrit, "Agreya" means "first," and our goal is to be our clients' first option for investment management. The company has directed Edelweiss Group to offer our clients custody, fund accounting, and broking services.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Momentum	Large Cap	-12.65%	12.84%	14.05%	18.78%	Aug 2018
Total Return	Multi Cap & Flexi Cap	-10.45%	8.88%	13.56%	21.25%	Sep 2018
Multi-Asset Enhancer	Multi Asset	8.75%	12.09%	9.47%	15.23%	Jun 2019
Total Return Enhancer	Multi Cap & Flexi Cap	-7.83%	12.07%	14.30%	N/A	Feb 2021

*Returns are as of 31st August 2025. *Returns over a 1-year period are annualized. *Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA (Not Applicable) *Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1

Portfolio Managers

Mr. Arjun Narsipur

Co-CIO and Fund Manager

With more than 14 years of expertise in global markets, FX, stock, and treasury risk management, Arjun is a seasoned finance and markets specialist. Converting financial philosophies into repeatable, testable procedures and algorithms is his main focus.

Mr. Shailendra Agarwal

Co-CIO and Fund Manager

Shailendra has worked in structured finance and debt capital markets for 17 years. He has a distinct view on organizations' financial sheets as a result of this experience. He is skilled at assessing a company's worth and combining it with its future potential.

AMC Reg. Address

360, 6th Main Rd, near Wipro Signal, Block 1, Koramangala, Bengaluru, Karnataka 560034 SEBI Reg No.: INP000006077

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