Nine Rivers 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, Nine Rivers 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.626.71 Cr.
Avg. 1 Year Return 40.80%
Active Clients 390
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 16 Years

Nine Rivers PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Sandeep Daga

Founded In (year)

2008

Nine Rivers Portfolio Management Service Performance or Returns

1 Year Return

40.80%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

50.90%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

19.10%

Nifty 50 - 5 Year Return

11.52%

Nine Rivers PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

20% (if above 10% Profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Nine Rivers Portfolio Management Services

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

Strategy Name Aurum Small Cap Opportunities
Start Date 31-Dec-12
Category Small Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 65.91%
3 Yr. Return 40.91%
5 Yr. Return 29.65%
Fund Manager Mr. Sandeep Daga

Top Fund Managers of Nine Rivers PMS

#1

Mr. Sandeep Daga

#2

Mr. Vivek Ganguly

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Nine Rivers Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.7% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Nine Rivers Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Nine Rivers PMS Dashboard Link

Web Platform


Nine Rivers PMS Review or Ratings by Finec.in

Overall Rating

7.42 / 10

Portfolio Performance

7.57 / 10

Support

7.38 / 10

Facilities

7.61 / 10

Charges

7.31 / 10

Experience

7.23 / 10

Nine Rivers Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004169

Contact Person

Heta Mehta

Email ID

info@nineriverscapital.com

Telephone No.

022 4063 2801

Address

509/510, Meadows, Sahar Plaza, Andheri Kurla Road, Andheri East, MUMBAI, MAHARASHTRA, 400059

Starting Date

Nov 15, 2014

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Nine Rivers PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Nine Rivers Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Nine Rivers PMS

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