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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

CRD 156771

MUMBAI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2edf947d-401c-0732-4e13-88e70790381d

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 25
On other graphs: 0
Observed: Nov 7, 2011 to Jul 1, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.38 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $766MderivedItem 5.D individuals plus high net worth individuals
Private client share: 38%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $2.0Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 248
Advisory employees: 6
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 546
Individual clients: 366
High net worth clients: 31
SEC number: 801-72264
CRD: 156771
Filings on the tape: 42
First filed: Nov 7, 2011
Latest filed: Jul 1, 2026
Organised: Other (specify)

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE ARUVENDRA MITRA	n/a	Delhi	14	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AVENDUS CAPITAL PRIVATE LIMITED	SHAREHOLDER OFFICER	E	yes	03/2008	Jul 1, 2026	Jul 1, 2026
SHAIJWANI, APURVA	MANAGING DIRECTOR & CEO	Na	yes	06/2024	Jul 1, 2026	Jul 1, 2026
AGGARWAL, KAUSHAL, KUMAR	Director	Na	yes	07/2017	Nov 7, 2011	Aug 14, 2024
DEEPAK, GAURAV, JAGDISH	DIRECTOR (NON-EXECUTIVE)	Na	yes	09/2023	Nov 7, 2011	Aug 14, 2024
FURIA, PALAK	CHIEF COMPLIANCE OFFICER	Na	yes	06/2024	Jun 29, 2024	Aug 14, 2024
REDPOINT INVESTMENTS PTE LTD	Shareholder	D	yes	02/2016	Jun 23, 2016	Aug 14, 2024
RUNGTA, SAURABH	CHIEF INVESTMENT OFFICER	Na	yes	12/2023	Jun 29, 2024	Aug 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AVENDUS CAPITAL PRIVATE LIMITED	n/a	n/a	n/a	Y	yes	n/a
AVENDUS CAPITAL PTE. LTD.	n/a	n/a	n/a	N	yes	n/a
AVENDUS CAPITAL PUBLIC MARKETS ALTERNATE STRATEGIES LLP	n/a	n/a	n/a	N	yes	n/a
AVENDUS CAPITAL, INC.	n/a	State registered	n/a	N	yes	n/a
AVENDUS FINANCE PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
AVENDUS INVESTMENT MANAGERS PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
AVENDUS PE INVESTMENT ADVISORS PVT. LTD	n/a	n/a	n/a	N	yes	n/a
AVEZO ADVISORS PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
SPARK INSTITUTIONAL EQUITIES PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Also broker-dealer
Ahmedabad	n/a	India	no
Bengaluru	n/a	India	no
Hyderabad	n/a	India	no
Kolkata	n/a	India	no
NEW DELHI	n/a	India	no
Pune	n/a	India	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$2.0B	$0	174	3	9	n/a	n/a
2024	Jun 29, 2024	$1.7B	$0	148	4	6	n/a	n/a
2023	Jun 28, 2023	$1.7B	$0	155	6	6	n/a	n/a
2022	Jun 28, 2022	$2.4B	$54.4M	134	5	6	n/a	n/a
2021	Jun 28, 2021	$853M	$52.0M	105	6	6	n/a	n/a
2020	Jun 26, 2020	$1.0B	$37.6M	101	7	6	n/a	n/a
2019	Jun 25, 2019	$1.6B	$83.1M	119	53	6	n/a	n/a
2018	Jun 26, 2018	$894M	$71.7M	67	21	4	n/a	n/a
2017	Jun 28, 2017	$447M	$403M	61	28	n/a	n/a	n/a
2016	Jun 23, 2016	$376M	$29.2M	48	14	n/a	n/a	n/a
2015	Jun 25, 2015	$191M	$50.3M	22	15	n/a	n/a	n/a
2014	Jun 27, 2014	$124M	$42.5M	16	8	n/a	n/a	n/a
2013	Jun 27, 2013	$92.0M	$32.5M	17	10	n/a	n/a	n/a
2012	Jul 13, 2012	$168M	$18.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.7B	19.4%	$2.4B	-6.4%	248	148	9	6

Relationships

Affiliated with (2)

→ AVENDUS CAPITAL, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
← KOHLBERG KRAVIS ROBERTS & CO. L.P.Registered adviserother investment adviser, control, common control
factForm ADV

Registered with (1)

← GEORGE ARUVENDRA MITRAAdvisorregistration: current employment
Nov 7, 2011 to presentfactForm ADV

Controls (7)

← AGGARWAL, KAUSHAL, KUMAROwnerDIRECTOR, ownership code NA, individual
Nov 7, 2011 to Aug 14, 2024factForm ADV
← DEEPAK, GAURAV, JAGDISHOwnerDIRECTOR (NON-EXECUTIVE), ownership code NA, individual
Nov 7, 2011 to Aug 14, 2024factForm ADV
← RUNGTA, SAURABHOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jun 29, 2024 to Aug 14, 2024factForm ADV
← FURIA, PALAKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 29, 2024 to Aug 14, 2024factForm ADV
← SHAIJWANI, APURVAOwnerMANAGING DIRECTOR & CEO, ownership code NA, individual
Jun 29, 2024 to Aug 14, 2024factForm ADV
← AVENDUS CAPITAL PRIVATE LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Dec 21, 2012 to Aug 14, 2024factForm ADV
← REDPOINT INVESTMENTS PTE LTDOwnerSHAREHOLDER, ownership code D, foreign entity
Jun 23, 2016 to Aug 14, 2024factForm ADV

Dated events

Occurred
Jun 29, 2024
Control person joined
Saurabh Rungta (Chief Investment Officer) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 29, 2024
Control person joined
Palak Furia (Chief Compliance Officer) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 29, 2024
Control person joined
Apurva Shaijwani (Managing Director & Ceo) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 29, 2024
Control person left
Arvind Bansal (Head Of Products And Advisory, And Principal Officer - Pms) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2023-10-10, absent 2024-06-29)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2024
Control person left
Subhash Anupam Mohaney (Chief Compliance Officer) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2023-10-10, absent 2024-06-29)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2023
Control person left
Rajendra Nitin Singh (Managing Director And Chief Executive Officer) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2023-06-28, absent 2023-10-10)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2023
Control person left
Akshaya Bhargava (Non-Executive Director) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2023-06-28, absent 2023-10-10)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2023
Regulatory AUM changed
Avendus Wealth Management Private Limited reported RAUM $1.7B, down 31% from $2.4B (2022-10-04 to 2023-06-28)
Form ADVobserved 4 days ago
$-758M
Occurred
Jun 28, 2023
Control person left
Falli Zarksis Gotla (Executive Director) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2022-10-04, absent 2023-06-28)
Form ADVobserved 4 days ago
Occurred
Sep 15, 2022
Control person joined
Anupam Mohaney (Chief Compliance Officer) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Sep 15, 2022
Control person left
Sneha Das (Cheif Compliance Offier) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2022-06-28, absent 2022-09-15)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2022
Regulatory AUM changed
Avendus Wealth Management Private Limited reported RAUM $2.4B, up 185% from $853.4M (2021-10-25 to 2022-06-28)
Form ADVobserved 4 days ago
$1.6B
Occurred
Oct 25, 2021
Control person left
Mayuresh Priya Sonavane (Chief Compliance Officer) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2021-06-28, absent 2021-10-25)
Form ADVobserved 4 days ago
Occurred
Oct 25, 2021
Control person joined
Sneha Das (Cheif Compliance Offier) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 28, 2021
Control person left
Rajkumar Ranu Vohra (Director) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2020-11-10, absent 2021-06-28)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2021
Control person left
Binod Pankaj Fitkariwala (Chief Operating Officer) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2020-11-10, absent 2021-06-28)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2021
Control person joined
Jagdish Gaurav Deepak (Director) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 26, 2020
Regulatory AUM changed
Avendus Wealth Management Private Limited reported RAUM $1.0B, down 29% from $1.4B (2019-11-04 to 2020-06-26)
Form ADVobserved 4 days ago
$-403M
Occurred
Jun 26, 2020
Control person left
Aruvendra George Mitra (Chief Executive Officer And Managing Director) no longer on Schedule A of Avendus Wealth Management Private Limited (listed 2019-11-04, absent 2020-06-26)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2020
Control person joined
Rajendra Nitin Singh (Managing Director And Chief Executive Officer) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 26, 2020
Control person joined
Akshaya Bhargava (Non-Executive Director) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 26, 2020
Control person joined
Binod Pankaj Fitkariwala (Chief Operating Officer) appeared on Schedule A of Avendus Wealth Management Private Limited
Form ADVobserved 4 days ago
Occurred
Jun 25, 2019
Regulatory AUM changed
Avendus Wealth Management Private Limited reported RAUM $1.6B, up 78% from $894.4M (2018-06-26 to 2019-06-25)
Form ADVobserved 4 days ago
$695M
Occurred
Jun 26, 2018
Regulatory AUM changed
Avendus Wealth Management Private Limited reported RAUM $894.4M, up 100% from $447.4M (2017-06-28 to 2018-06-26)
Form ADVobserved 4 days ago
$447M
Occurred
Dec 21, 2012
Succession filed (Item 4)
Avendus Capital Private Ltd. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2edf947d-401c-0732-4e13-88e70790381d
First observed: Nov 7, 2011
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

CRD 156771

MUMBAI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2edf947d-401c-0732-4e13-88e70790381d

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE ARUVENDRA MITRA

n/a

Delhi

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AVENDUS CAPITAL PRIVATE LIMITED

SHAREHOLDER OFFICER

yes

03/2008

Jul 1, 2026

SHAIJWANI, APURVA

MANAGING DIRECTOR & CEO

yes

06/2024

Jul 1, 2026

AGGARWAL, KAUSHAL, KUMAR

Director

yes

07/2017

Nov 7, 2011

Aug 14, 2024

DEEPAK, GAURAV, JAGDISH

DIRECTOR (NON-EXECUTIVE)

yes

09/2023

Nov 7, 2011

Aug 14, 2024

FURIA, PALAK

CHIEF COMPLIANCE OFFICER

yes

06/2024

Jun 29, 2024

Aug 14, 2024

REDPOINT INVESTMENTS PTE LTD

Shareholder

yes

02/2016

Jun 23, 2016

Aug 14, 2024

RUNGTA, SAURABH

CHIEF INVESTMENT OFFICER

yes

12/2023

Jun 29, 2024

Aug 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AVENDUS CAPITAL PRIVATE LIMITED

n/a

yes

n/a

AVENDUS CAPITAL PTE. LTD.

n/a

yes

n/a

AVENDUS CAPITAL PUBLIC MARKETS ALTERNATE STRATEGIES LLP

n/a

yes

n/a

AVENDUS CAPITAL, INC.

n/a

State registered

n/a

yes

n/a

AVENDUS FINANCE PRIVATE LIMITED

n/a

yes

n/a

AVENDUS INVESTMENT MANAGERS PRIVATE LIMITED

n/a

yes

n/a

AVENDUS PE INVESTMENT ADVISORS PVT. LTD

n/a

yes

n/a

AVEZO ADVISORS PRIVATE LIMITED

n/a

yes

n/a

SPARK INSTITUTIONAL EQUITIES PRIVATE LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Ahmedabad

n/a

India

Bengaluru

n/a

India

Hyderabad

n/a

India

Kolkata

n/a

India

NEW DELHI

n/a

India

Pune

n/a

India

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$2.0B

174

n/a

2024

Jun 29, 2024

$1.7B

148

n/a

2023

Jun 28, 2023

$1.7B

155

n/a

2022

Jun 28, 2022

$2.4B

$54.4M

134

n/a

2021

Jun 28, 2021

$853M

$52.0M

105

n/a

2020

Jun 26, 2020

$1.0B

$37.6M

101

n/a

2019

Jun 25, 2019

$1.6B

$83.1M

119

n/a

2018

Jun 26, 2018

$894M

$71.7M

n/a

2017

Jun 28, 2017

$447M

$403M

n/a

2016

Jun 23, 2016

$376M

$29.2M

n/a

2015

Jun 25, 2015

$191M

$50.3M

n/a

2014

Jun 27, 2014

$124M

$42.5M

n/a

2013

Jun 27, 2013

$92.0M

$32.5M

n/a

2012

Jul 13, 2012

$168M

$18.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.7B

19.4%

$2.4B

-6.4%

248

148