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Estee Advisors Pvt Ltd – Portfolio Management Services (PMS)

Estee Advisors Private Ltd is a quant-based investment management and execution and services provider. Estee is a pioneer in building algorithmic investment products and has a strong track record as an investment manager and trade execution services provider in Indian capital markets. Estee is present across three lines of business - Asset Management, Proprietary Trading, and Execution Services. Estee is a SEBI-registered Portfolio Manager Service (PMS) provider and a registered broker-member with all the major Indian exchanges including NSE, BSE and MCX-SX. Estee Commodities Private Limited, a wholly owned subsidiary of Estee Advisors, is a registered broker-member with MCX. Estee’s US affiliate, Estee Capital LLC, is a Commodity Pool Operator (CPO) with the National Futures Association (US) which is allowed to solicit funds to Qualified Eligible Participants (QEPs). Estee Capital LLC is also a Registered Trading Member with the Dubai Gold and Commodity Exchange (DGCX) and 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

Sandeep Tyagi is the Chairman and Managing Director of Estee Advisors. He is a B. Tech from IIT Delhi and an MBA from Columbia Business School. He is responsible for setting the firm’s direction, sustaining a winning culture and developing profitable investment strategies. Prior to Estee, Mr. Tyagi was CEO of Inductis, a consulting and analytics firm that he founded in 2000. Mr. Tyagi is a board member of the IIT Delhi Excellence Foundation and a Charter Member of TiE. He is also a board member of the Young Presidents Organization (YPO), Delhi Chapter. He has received numerous awards including 40 under 40 for New Jersey and the Distinguished Alumni Service Award from IIT Delhi.

MR. Vivek Sharma

Investment Head

Vivek Has been in trading and investing field for 20 years now. He is a graduate from IIT Kharagpur.He has traded international markets for over 10 years with Futures First, where he setup their Energy Trading Desk. He has trained 100’s of successful traders during his time with Futures First.For the last 8 years, Vivek has been focusing on Quant Trading and Investments. He is passionate about helping and educating investors manage their money well.

Interested in Estee Advisors Pvt Ltd?

Get in touch with our investment advisors 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

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