Find Your Franchise

Banyan Tree PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Banyan Tree Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Banyan Tree PMS - Snapshot

Total AUM

Rs.4030 Cr.

1 Year Return

22.39%

Minimum Investment

Rs.50 Lakh

Experience

20 Years

Active Clients

1,838

Banyan Tree Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.20 / 5

Fees

4.00 / 5

Experience

4.18 / 5

Support

4.08 / 5

Facilities

4.04 / 5

Overall Rating

4.10 / 5

Star Rating


Overview of Banyan Tree Portfolio Management Services

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Sandeep Talwar & W S Ravishankar

Founded In (year)

2004

No. of Active Clients

1,838

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

Banyan Tree PMS Returns or Performance

1 Year

22.39%

Nifty 50 - 1 Year

17.34%

3 Year

19.53%

Nifty 50 - 3 Year

13.57%

5 Year

17.19%

Nifty 50 - 5 Year

20.77%

Banyan Tree PMS Charges or Cost

Fixed Fees

2.25% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Banyan Tree PMS Investment Strategies

Strategy Name Long Term Growth Advisors Top Tier Bluechip
Start Date 01-Apr-08 11-Jul-14 10-Jun-17
Category Multi Cap Large Cap Multi Cap
Benchmark Nifty 50 S&P BSE 500 Nifty 50
AUM (Rs.) Rs.1546.87 Cr. Rs.1385.11 Cr. Rs.846.75 Cr.
No. of Stocks Not Disclosed Not Disclosed 25
1 Yr. Return 25.23% 28.20% 13.74%
3 Yr. Return 20.20% 18.50% 19.90%
5 Yr. Return 12.40% 22.80% 16.38%
Fund Manager Mr. Ravishankar Mr. Sandeep Talwar Mr. Shyam Prabhu

Top Portfolio Managers of Banyan Tree Portfolio Management Services

#1

Mr. Ravishankar

#2

Mr. Sandeep Talwar

#3

Mr. Shyam Prabhu

Banyan Tree Portfolio Manager - Customer Support

Call Support

Available

Email Support

Not Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Banyan Tree Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

Check out Business Opportunities with Similar Brands

Banyan Tree PMS - SEBI Details

SEBI Reg. No.

INP000001173

Contact Person

Ramanan Venkateswaran

Email ID

NA

Telephone No.

080 6568 6867

Address

2966, 12th Main, 4th Cross, HAL 2nd Stage, Indira Nagar, BANGALORE, KARNATAKA, 560008

Starting Date

May 31, 2017

Banyan Tree Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Banyan Tree Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Banyan Tree PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS