Citrus Advisors

Citrus Advisors Asset Management Services
Portfolio Management Services (PMS)

This week’s Sector Spotlight covers the Auto Sector.From record vehicle sales and broad-based growth to two-wheeler mome...
26/08/2026

This week’s Sector Spotlight covers the Auto Sector.

From record vehicle sales and broad-based growth to two-wheeler momentum, EV adoption and festive-season tailwinds, we take a look at the key factors shaping our view on the sector.

Swipe through to know why we like the Auto sector.

Feel free to DM us for any PMS related queries📩

SEBI Registered Portfolio Manager (PMS): INP000008206
SEBI Registered Investment Adviser (RIA): INA000016348

Disclaimer: This content is for educational and informational purposes only and should not be construed as investment advice, recommendation, solicitation, or an offer to buy or sell any securities. The views expressed are based on information available at the time of preparation and are subject to change. Investments in securities are subject to market risks. Past performance is not indicative of future results. Investors should consult their financial adviser and carefully read all relevant documents before making any investment decision.

24/08/2026

Markets in 30 seconds — week ended 21 August 2026 📊

A risk-off week for equities. Indian benchmarks eased (Nifty −0.47%, Sensex −0.60%) and Wall Street pulled back too, with the Nasdaq down 2.05%. But it wasn't all red — Metal, Realty and Media held up back home, both FIIs and DIIs stayed net buyers (₹2,811 Cr and ₹17,316 Cr), and precious metals rallied hard: Gold (INR) +5.31% and Silver (INR) +5.12%.

Save this for a quick catch-up, and follow Citrus Advisors for your weekly market snapshot. 🔔

📌 For informational purposes only. Not investment advice or a recommendation. Data from NSE, BSE, NSDL and other sources; accuracy not guaranteed. Investments are subject to market risks.
Citrus Advisors — SEBI PMS: INP000008206 | SEBI RIA: INA000016348.

This week’s Sector Spotlight: IT Sector 💻📊Swipe through to know why we like the IT sector and the key factors shaping ou...
19/08/2026

This week’s Sector Spotlight: IT Sector 💻📊

Swipe through to know why we like the IT sector and the key factors shaping our view.

From valuation resets and AI-led opportunities to resilient margins and niche opportunities, here’s what we’re watching.

SEBI Registered Portfolio Manager (PMS): INP000008206
SEBI Registered Investment Adviser (RIA): INA000016348

Disclaimer: This content is for educational and informational purposes only and should not be construed as investment advice, recommendation, solicitation, or an offer to buy or sell any securities. Investments in securities are subject to market risks. Past performance is not indicative of future results. Please read all relevant documents carefully before investing.

17/08/2026

Markets in 30 seconds — week ended 14 August 2026 📊
Save this for a quick catch-up and follow Citrus Advisors for your weekly market snapshot. 🔔

Dm us for any PMS related queries 📩

For informational purposes only. Not investment advice. Investments are subject to market risks.
Source: NSE, BSE, NSDL and respective data sources.
Citrus Advisors — SEBI PMS: INP000008206 | SEBI RIA: INA000016348.

13/08/2026

Our Founder, Mr. Sanjay Sinha, shares his perspective on “Biggest Investing Lessons” in a conversation with SN Wealth, including insights on market psychology during bull markets.

In this clip, he discusses investor behaviour, market sentiment, and the importance of maintaining perspective when markets are rising.

🎙️ Watch the clip for his perspective on navigating bull-market psychology with a disciplined approach.

Citrus Advisors — SEBI Registered Portfolio Manager
SEBI Registration Investment Advisor (RIA): INA000016348
SEBI Registration Portfolio Manager (PMS): INP000008206

Disclaimer: This content is for informational and educational purposes only and should not be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any securities. Investors are advised to consider their own investment objectives, risk tolerance, and financial circumstances before making any investment decision.

Why Banking & Financials? 🏦In our previous Reel, we shared our sector positioning — with Banking & NBFCs carrying the hi...
12/08/2026

Why Banking & Financials? 🏦

In our previous Reel, we shared our sector positioning — with Banking & NBFCs carrying the highest weight at 24%.

But the more important question is: Why?

In this 5-part series, we take a closer look at the factors behind our view on the sector from credit growth and balance-sheet strength to asset quality, valuations and the growth of NBFCs.

Swipe through to understand the thinking behind our sector positioning. →

At Citrus Advisors, our approach is process-oriented and research-driven, with a focus on understanding businesses and their underlying fundamentals.

This post is for informational and educational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy/sell any security. Sector allocations may change from time to time. Investments are subject to market risks. Please consider all relevant documents before investing.

12/08/2026

Which sectors carry our highest weights? 👀
Banks & NBFC leads the book — but the why behind each weight is the real story. Coming soon. 🔎
Follow for the breakdown.

Sector positioning shown for information only. Not investment advice.
Citrus Advisors — SEBI PMS: INP000008206 | SEBI RIA: INA000016348.

10/08/2026

MARKET IN 30 SECONDS

Your quick recap of the week that was — markets, flows and commodities, all in half a minute.

Save this for a fast Monday catch-up, and follow Citrus Advisors for a weekly market snapshot.

For any PMS-related queries, feel free to DM us.

—
For informational purposes only. Not investment advice. Investments are subject to market risks; please read all related documents carefully before investing.
Source: NSE, BSE, NSDL and respective data sources.
Citrus Advisors — SEBI Registered Portfolio Manager (PMS): INP000008206 | SEBI Registered Investment Adviser (RIA): INA000016348.

Portfolio Management Services (PMS) can often seem complex, but understanding the basics is the first step towards becom...
07/08/2026

Portfolio Management Services (PMS) can often seem complex, but understanding the basics is the first step towards becoming a more informed investor.

In this edition, we cover:
✔️ What is PMS?
✔️ How PMS differs from Mutual Funds
✔️ Common myths and facts about PMS
✔️ Why professional portfolio management is about process—not promises

At Citrus Advisors, we believe informed investors make better investment decisions. Through our Finance Friday series, we aim to simplify investment concepts and make financial learning more accessible.

➡️ Swipe through to learn the basics of PMS.



Disclaimer: This post is intended solely for educational and informational purposes and should not be construed as investment advice, an offer, or a solicitation to invest. Portfolio Management Services (PMS) are subject to market risks. Please read all relevant documents carefully before investing.

Why Citrus Advisors?Investing is not about chasing short-term trends, it's about following a disciplined process.At Citr...
04/08/2026

Why Citrus Advisors?

Investing is not about chasing short-term trends, it's about following a disciplined process.

At Citrus Advisors, our investment philosophy is built on Credibility, Capability, and Consistency. We combine decades of investment experience with a structured, research-driven approach to identify quality businesses and build portfolios focused on long-term value creation.

Our approach is guided by four key principles:

• Top-Down + Bottom-Up Research – Combining macroeconomic insights with rigorous company analysis.

• Valuation Discipline – Investing in quality businesses at reasonable valuations.

• Bias-Free Selection – Every investment is evaluated objectively and continuously reviewed.

• Quality First – Focusing on businesses with strong governance, capable management, and sustainable growth drivers.

We believe that disciplined research and a consistent investment process form the foundation of prudent portfolio management.

Process Oriented. Performance Driven.

➡️ Swipe to learn more about the philosophy behind every investment decision at Citrus Advisors.



Disclaimer: Investments in securities are subject to market risks. Please read all related documents carefully before investing.

SEBI Registered Portfolio Manager (PMS): INP000008206
SEBI Registered Investment Adviser (RIA): INA000016348

Registration granted by SEBI, membership of a SEBI-recognized supervisory body, or certification from NISM does not guarantee the performance of the intermediary or assure returns to investors.

Address

1020, Chandak Unicorn, Dattaji Salve Marg, Off Veera Desai Road, Jeevan Nagar, Andheri West
Mumbai
400053

Opening Hours

Monday 9:30am - 6:30pm
Tuesday 9:30am - 6:30pm
Wednesday 9am - 6:30pm
Thursday 9:30am - 6:30pm
Friday 9:30am - 6:30pm

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