Sbi Funds Management Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated June 27, 2025, reports $174.9B in regulatory assets under management, 2,229 employees, and 1,907 accounts.
Assets Under Management
$174.9B
Employees
2,229
Offices
--
Total Clients
1,907
Primary office
MUMBAI
9TH FLOOR, CRESCENZO, C- 38 & 39, G BLOCK, BANDRA-KURLA COMPLEX, BANDRA (EAST), MUMBAI, India
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.3% of total clients.
Top client categories% of clientsClients
1
HNWI
95.3%
1,817
2
Corporations
2.3%
43
3
Pension Plans
1.2%
23
4
Banks
0.7%
14
5
Government
0.3%
6
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174.9Bas of June 27, 2025
Discretionary96.1%
$168.1B
96% of total RAUM96.1%
Non-discretionary3.9%
$6.8B
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$174.9B
Total Accounts1,907
10Y AUM Change+$171.5B (+4952.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2,229
Clients per Employee1:1
10Y Employee Change+1,562 (+234.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.