March 2011

Assets Managed by Portfolio Managers as on March 31, 2011
Type of services
  Type of services
  Discretionary Non-Discretionary Advisory

No. of Clients

69,691 3,748 8,770
AUM (Rs. Crore)     86,016*
Listed Equity 17,241 2,234
Unlisted Equity 1,286 47
Plain Debt 255,502 5,207
Structured Debt 1,171 888
Equity Derivative 49 -
Mutual Fund 5,388 1,831
Others 4,343 249
Total 2,84,980# 10,456

Notes :
1. *Value of Assets for which Advisory Services are being given.
2. #Of the above AUM Rs. 2,46,484 crore is contributed by funds from EPFO/PFs.
3. The above data is based on the monthly reports received from portfolio managers.