Affluense AI AFFLUENSE

Estee Advisors Pvt Ltd – Portfolio Management Services (PMS)

Estee Advisors Private Ltd operates as a quantitative investment management firm, offering both advisory and execution services. Recognized for its early contributions to the development of algorithmic investment products, Estee possesses a significant history of success in managing investments and providing trade execution within the Indian capital markets. The company's operations are structured across three key segments: Asset Management, Proprietary Trading, and Execution Services. As a SEBI-registered Portfolio Management Service (PMS) provider, Estee is also a member broker of all principal Indian exchanges, namely NSE, BSE, and MCX-SX. Furthermore, Estee Commodities Private Limited, a wholly owned subsidiary of Estee Advisors, holds registration as a broker-member with MCX. Estee's US-based affiliate, Estee Capital LLC, is registered with the National Futures Association (US) as a Commodity Pool Operator (CPO), authorized to raise capital from Qualified Eligible Participants (QEPs). Additionally, Estee Capital LLC is a Registered Trading Member of the Dubai Gold and Commodity Exchange (DGCX) and the Singapore Exchange (SGX).

AUM (₹ Cr)

318.27

Clients

164

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Estee Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Long Alpha Multi Cap & Flexi Cap -1.75% 23.77% 22.82% Sep 2018
I Alpha Arbitrage 12.03% 12.40% 10.13% Sep 2009

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Sandeep Tyagi

Chairman, Managing Director

Mr. Sandeep Tyagi holds the positions of Chairman and Managing Director at Estee Advisors. He is a graduate of IIT Delhi with a B. Tech degree and possesses an MBA from Columbia Business School. In his role, he spearheads the company's strategic vision, cultivates a high-performance environment, and designs effective investment methodologies. Before joining Estee Advisors, Mr. Tyagi served as the Chief Executive Officer of Inductis, a consulting and analytics firm he established in 2000. He actively participates in governance as a board member for the IIT Delhi Excellence Foundation and is a Charter Member of The Indus Entrepreneurs (TiE). Furthermore, he is a board member of the Young Presidents Organization (YPO), Delhi Chapter. His professional achievements have been recognized through various accolades, including the 40 under 40 award for New Jersey and the Distinguished Alumni Service Award from IIT Delhi.

MR. Vivek Sharma

Investment Head

With two decades of experience in financial markets, Vivek brings a distinguished background to our platform. He holds a degree from IIT Kharagpur and possesses over a decade of expertise in international trading, notably establishing the Energy Trading Desk at Futures First. During his tenure there, he was instrumental in mentoring numerous proficient traders. For the past eight years, his focus has been on quantitative trading and investment strategies. Vivek is dedicated to empowering investors with the knowledge and tools to effectively manage their wealth.

Interested in Estee Advisors Pvt Ltd?

Get in touch with our partner to learn more about Estee Advisors Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000003146

Registered Office: 8Th Floor, Block-I, Vatika Business Park,Sector-49, Sohna Road,Gurgaon,Haryana,India-122001

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)