NAFA PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, NAFA Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.333.14 Cr.
Avg. 1 Year Return 30.78%
Active Clients 201
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 16 Years

NAFA PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Balaji Vaidyanath Narayanan.

Founded In (year)

2019

NAFA Portfolio Management Service Performance or Returns

1 Year Return

30.78%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

40.33%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

18.83%

Nifty 50 - 5 Year Return

11.52%

NAFA PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

3.00%

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by NAFA Portfolio Management Services

Check out various strategies or Investment approaches provided by NAFA Portfolio Managers.

Strategy Name Emerging Bluechip Portfolio Small Cap Portfolio Clean Tech Portfolio
Start Date 01-Mar-16 11-Mar-19 22-Sep-21
Category Mid Cap Small Cap Mid Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 48.98% 36.62% 58.58%
3 Yr. Return 32.57% 29.44% NA
5 Yr. Return 26.78% NA NA
Fund Manager Mr. Balaji Vaidyanath Mr. Balaji Vaidyanath Mr. Balaji Vaidyanath

Top Fund Managers of NAFA PMS

#1

Mr. Balaji Vaidyanath

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by NAFA Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

NAFA Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

NAFA PMS Dashboard Link

Web Platform


NAFA PMS Review or Ratings by Finec.in

Overall Rating

7.40 / 10

Portfolio Performance

7.55 / 10

Support

7.36 / 10

Facilities

7.59 / 10

Charges

7.29 / 10

Experience

7.22 / 10

NAFA Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006989

Contact Person

Deepali More

Email ID

deepalimore@duesbergbosson.com

Telephone No.

022 6847 8318

Address

302, Naman Centre, Plot No. C - 31, G Block,, Bandra Kurla Complex, Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Jan 20, 2020

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NAFA PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with NAFA Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of NAFA PMS

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