Information only. Not advice, not a marketplace.
165 clients · 38 months · INP000007757
As of Aug_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000007757 |
| Date of Registration | 2023-01-04 |
| Registered since | 3 yr 8 mo |
| Principal Officer | Mr.Manish Chopra |
| Principal Officer Email | pms@stalwartvalue.com |
| Contact Number | 0-011-45540342 |
| Compliance Officer | Mrs.Isha Sharma |
| Compliance Email | pms@stalwartvalue.com |
| Address | AD 33B, Shalimar Bagh,New Delhi,NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI,INDIA,110088 |
| Age | 38 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
Sort by:
Showing 2 of 2 strategies
Trailing return from filed months
- 1Y
- 9.81%
- 3Y
- 13.30%
- 5Y
- Needs 60 months
AUM (cr)
Stalwart Liquid Fund STP
Dormant · no recent filingsAge: 15 months
Trailing return from filed months
- 1Y
- 0.73%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
STALWART INVESTMENT ADVISORS Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has STALWART INVESTMENT ADVISORS Private Limited performed?
- STALWART INVESTMENT ADVISORS Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do STALWART INVESTMENT ADVISORS Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many STALWART INVESTMENT ADVISORS Private Limited strategies are listed?
- 2 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched STALWART INVESTMENT ADVISORS Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more