← Directory
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
CRD 156771File 801-72264
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.00B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.00B
Clients
546
546 accounts
Employees
248
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 13, 2011
- Principal office
- PLATINA BLDG, 9TH FLOOR, PLOT NO. C-59, BANDRA KURLA COMPLEX, BANDRA (E),, MUMBAI, 400 051
- Phone
- +91-22-6648-0909
- Website
- https://www.avendus.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.00B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.00B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 546
- Total accounts
- 546
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 149 | $1.23B |
| High net worth individuals | 31 | $488.7M |
| Individuals (other than high net worth individuals) | 366 | $277.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 174 | 248 | increased by74 |
| Aug 1, 2026 | Clients | 461 | 546 | increased by85 |
| Aug 1, 2026 | AUM | $2,005,861,520 | $1,995,407,313 | decreased by$10,454,207 |
| Aug 1, 2026 | Accounts | 461 | 546 | increased by85 |
| Mar 1, 2026 | Disclosures | Yes | No | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 148 | 174 | increased by26 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 421 | 461 | increased by40 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,671,890,504 | $2,005,861,520 | increased by$333,971,016 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 421 | 461 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 134 | 148 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 553 | 421 | decreased by132 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,431,560,902 | $1,671,890,504 | decreased by$759,670,398 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 553 | 421 | decreased by132 |
| Jul 1, 2022 | Employees | 105 | 134 | increased by29 |
| Jul 1, 2022 | Clients | 585 | 553 | decreased by32 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AVENDUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVENDUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.