Investment adviser · CRD 285620
INVESCO ASSET MANAGEMENT (INDIA) PVT. LTD.
Investment adviser filing (IA)
MUMBAI, MAHARASHTRA, India · Form ADV filed Dec 25, 2024
- Regulatory AUM
- $10.3B Form ADV · Item 5.F
- Client accounts
- 880 Accounts, not individual clients
- Employees
- 222 Reported in this filing
- Advisory professionals
- 21 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 |
|---|---|---|---|
| Pooled investment vehicles | 37 | $8,727,358,322 | 85.1% |
| Investment companies | 6 | $1,426,691,243 | 13.9% |
| Individuals | 802 | $83,365,497 | 0.8% |
| High-net-worth individuals | 5 | $8,051,061 | 0.1% |
| Corporations & businesses | 30 | $4,953,283 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Other clients | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1921999 · Dec 25, 2024 · 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: Dec 25, 2024. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
2101-A, A WING, 21ST FLOOR, MARATHON FUTUREX,, N. M. JOSHI MARG, LOWER PAREL,MUMBAI, MAHARASHTRA, 400013, India
CRD 285620
Filing source
Form ADV 1921999 · Dec 25, 2024 · 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.