Agreya Capital, a SEBI-registered Portfolio Management Service (PMS) provider, extends both discretionary and non-discretionary investment management solutions. The name "Agreya," derived from Sanskrit, signifies our aspiration to be the premier investment management partner for our clientele. For the provision of custody, fund accounting, and broking services to our clients, the firm has engaged Edelweiss Group.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Momentum | Large Cap | -0.39% | 15.44% | 14.37% | Aug 2018 |
| Total Return | Multi Cap & Flexi Cap | -4.99% | 17.12% | 20.16% | Sep 2018 |
| Multi-Asset Enhancer | Multi Asset | 13.98% | 11.33% | 12.25% | Jun 2019 |
| Total Return Enhancer | Multi Cap & Flexi Cap | -1.38% | 18.15% | — | Feb 2021 |
Past performance is not indicative of future results. Returns are subject to market risks.
Co-CIO and Fund Manager
Arjun is a distinguished professional with over 14 years of comprehensive experience in finance and capital markets. His expertise spans across equity, foreign exchange (FX), global markets, and treasury risk management. He specializes in translating investment principles into quantifiable, reproducible methodologies and algorithmic frameworks.
Co-CIO and Fund Manager
With 17 years of dedicated experience in debt capital markets and structured finance, Shailendra possesses a distinctive understanding of corporate balance sheets. His expertise enables a nuanced assessment of business valuation, effectively aligning intrinsic worth with future growth potential.
Get in touch with our partner to learn more about Agreya Capital Advisors LLP's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000006077
Registered Office: 360, 6th Main Rd, near Wipro Signal, Block 1, Koramangala, Bengaluru, Karnataka 560034
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
