Avendus Wealth Management Private Limited • Equity
Halo DPMS is an equity portfolio management service (PMS) strategy run by Avendus Wealth Management Private Limited, launched on 11 Aug 2025. As of 30 Sep 2026, it manages ₹115 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -4.36% over 1 year (-2.54% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 2.03 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Shravan Sreenivasula.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.46% |
| 3 Months | -4.05% |
| 1 Year | -4.36% |
| Since Inception | -2.54% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callHalo DPMS has a 1-year return of -4.36% and -2.54% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Halo DPMS returned -4.36% against -2.33% for the BSE 500 TRI, 2.03 percentage points behind. Figures as of 30 Sep 2026.
Halo DPMS is managed by Shravan Sreenivasula at Avendus Wealth Management. The strategy manages ₹115 Cr of client assets as of 30 Sep 2026.
Halo DPMS manages ₹115 Cr of client assets as of 30 Sep 2026.
The minimum investment for Halo DPMS is ₹50 Lakhs.
Halo DPMS was launched on 11 Aug 2025. It has a 1-year track record.
Description
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