Citrus Advisors is a SEBI-registered Portfolio Management Services (PMS) and Investment Advisory firm headquartered in Mumbai, helping HNI and UHNI families, professionals, and business owners build long-term wealth through disciplined, research-driven investing.
Founded by Sanjay Sinha - a fund manager with over three decades in the Indian asset management industry, including leadership roles at some of India's largest AMCs— Citrus combines institutional-grade equity research with the personalised attention of a boutique family-office approach.

What we do:

Portfolio Management Services — three differentiated equity strategies: Sector Leaders, Midcap Marvels, and Wealth Fusion
Investment Advisory across equities, mutual funds, and fixed income

Asset allocation and multi-asset portfolio construction for families and family offices

Citrus Advisors

Org chart

Teams

Offices