Banyan Tree Advisors PvT. Ltd.
Firm details
- Headquarters
- Bangalore,
- CRD number
- 340434
- Registered since
- August 20, 2026
- Website
- www.banyantreeadvisors.com
- Custodians
- HDFC BANK LIMITED
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Individuals96.72%
- Corporations / Businesses3.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Banyan Tree Advisors PvT. Ltd. is a privately held corporate advisory firm that focuses on portfolio management for individuals and small businesses while also serving institutional clients. The firm is registered with the SEC, with registration recorded in 2026. Its ownership is listed as individual ownership and its advisory practice combines fixed fees with performance‑based fees. Banyan Tree does not present itself as an ESG investor and its reported activities emphasize direct portfolio management rather than pension consulting or multi‑state advisory networks.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 6Watrap Ravishankar
CRD 8229348
Sandeep Talwar
DirectorCRD 8229349
Shyam Prabhu
Fund ManagerCRD 8229351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bangalore, null
Location
Bangalore, null
Headquartered in Bangalore, null.
- Address
- 1155, 4 Th Cross, 12 Th Main, Hal 2 Nd Stage,
- Office locations
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