Avendus Wealth Management Private Limited

Registered investment adviser · Mumbai · CRD #156771

Form ADV data as of 2026-09-01

Regulatory assets

$2.00 billion

Total accounts

546

Employees

248

Disclosure events

Firm details

Website: https://x.com/avendus
Telephone: +91-22-6648-0909
SEC file number: 801-72264
Most recent Form ADV filing: 2026-07-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$2.00 billion
Total regulatory assets under management	$2.00 billion
Discretionary accounts	0
Non-discretionary accounts	546
Total accounts	546
Regulatory assets under management attributable to non-U.S. persons	$1.97 billion

People

Total employees (excluding clerical)	248
Employees performing investment advisory functions (including research)	6
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Other business activities

Broker-dealer (registered or unregistered)Other financial product salesperson

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institutionSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	366	$277.4 million
High net worth individuals	31	$488.7 million
Corporations or other businesses not listed above	149	$1.23 billion