Nuvama 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, Nuvama 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.5366.55 Cr.
Avg. 1 Year Return 4.96%
Active Clients 899
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 4 Year

Nuvama PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Ashish Kehair

Founded In (year)

2021

Nuvama Portfolio Management Service Performance or Returns

1 Year

4.96%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Nuvama PMS Charges or Fees

Fixed Fees

1.75% of Fund Value (AMC)

Variable AMC

1.25% of Fund value

Variable Profit Sharing

10% (Profit sharing above 8%)

Exit Load 1st Year

NA

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA


Best Strategies by Nuvama Portfolio Management Services

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

Strategy Name Absolute Return Strategy Equities eXpansion Target
Start Date 6-Jun-23 10-Jul-23
Category DEBT MID CAP
Benchmark Crisil Composite Bond Fund Index S&P BSE 500
AUM (Rs.) 887.5 263.72
No. of Stocks NA NA
1 Yr. Return 7.86% 2.05%
3 Yr. Return NA NA
5 Yr. Return NA NA
Fund Manager Mr Nikhil Ranka Mr Nikhil Ranka

Top Fund Managers of Nuvama PMS

#1

Mr Ajay Vora

#2

Mr Nikhil Ranka

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Investment Facilities provide by Nuvama Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Nuvama 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 5 Working days

Nuvama PMS Dashboard Link

Web Platform


Nuvama PMS Review or Ratings by Finec.in

Overall Rating

7.84 / 10

Portfolio Performance

8.04 / 10

Support

8.00 / 10

Facilities

7.80 / 10

Charges

7.64 / 10

Experience

7.72 / 10

Nuvama Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007207

Contact Person

Mr.Anshu Kapoor

Telephone No.

91-22-2240094400

Address

801- 804, Wing A, Building No. 3,Inspire BKC, G Block, Bandra Kurla Complex,MUMBAI,MAHARASHTRA,400051

Starting Date

44320

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Nuvama PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Nuvama Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Nuvama PMS

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