Investment adviser · CRD 156771
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
Investment adviser filing (IA)
MUMBAI, India · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $2B Form ADV · Item 5.F
- Client accounts
- 546 Accounts, not individual clients
- Employees
- 248 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 149 | $1,229,354,261 | 61.6% |
| High-net-worth individuals | 31 | $488,658,415 | 24.5% |
| Individuals | 366 | $277,394,637 | 13.9% |
Filing source
Form ADV 2114568 · Jul 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 1, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
PLATINA BLDG, 9TH FLOOR, PLOT NO. C-59, BANDRA KURLA COMPLEX, BANDRA (E),MUMBAI, 400 051, India
CRD 156771
Filing source
Form ADV 2114568 · Jul 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.