Agreya Capital is a SEBI registered portfolio management service provider offering both discretionary and non-discretionary fund management services.Agreya means “First” in Sanskrit as we aim to become our client’s first choice in Investment management.The firm has mandated Edelweiss Group for providing custody, fund accounting and broking services to our clients.
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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 seasoned finance and markets professional with over 14 years of experience across equity, FX, global markets and treasury risk management. His area of focus is converting investment philosophies into testable, repetable processes and algorithms.
Co-CIO and Fund Manager
Shailendra has 17 years of experience in debt capital markets and structured finance. This expericne gives him a unique balance sheet perspective of businesses. He has a keen sense of valuig a business and marrying it with it's business prospects.
Get in touch with our investment advisors 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)
