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

Nine Rivers PMS - Snapshot

Total AUM

Rs.738.90 Cr.

1 Year Return

23.80%

Minimum Investment

Rs.50 Lakh

Experience

16 Years

Active Clients

456

Nine Rivers Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.79 / 5

Fees

3.66 / 5

Experience

3.62 / 5

Support

3.69 / 5

Facilities

3.81 / 5

Overall Rating

3.71 / 5

Star Rating


Overview of Nine Rivers Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Sandeep Daga

Founded In (year)

2008

No. of Active Clients

456

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Nine Rivers PMS Returns or Performance

1 Year

23.80%

Nifty 50 - 1 Year

17.34%

3 Year

23.80%

Nifty 50 - 3 Year

13.57%

5 Year

34.60%

Nifty 50 - 5 Year

20.77%

Nine Rivers PMS Charges or Cost

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%

Nine Rivers PMS Investment Strategies

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 23.80%
3 Yr. Return 23.80%
5 Yr. Return 34.60%
Fund Manager Mr. Sandeep Daga

Top Portfolio Managers of Nine Rivers Portfolio Management Services

#1

Mr. Sandeep Daga

Nine Rivers Portfolio Manager - Customer 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 Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

0.7% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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Nine Rivers PMS - SEBI Details

SEBI Reg. No.

INP000004169

Contact Person

Heta Mehta

Telephone No.

022 4063 2801

Address

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

Starting Date

Nov 15, 2014

Nine Rivers Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Nine Rivers Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Nine Rivers PMS Backoffice or Dashboard Link

Web Platform

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