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

Nippon India PMS - Snapshot

Total AUM

Rs.77780.75 Cr.

1 Year Return

36.83%

Minimum Investment

Rs.50 Lakh

Experience

4 Years

Active Clients

1,198

Nippon India Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.19 / 5

Fees

3.99 / 5

Experience

4.17 / 5

Support

4.07 / 5

Facilities

4.03 / 5

Overall Rating

4.09 / 5

Star Rating


Overview of Nippon India Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Anil Joshi

Founded In (year)

1995

No. of Active Clients

1,198

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Nippon India PMS Returns or Performance

1 Year

36.83%

Nifty 50 - 1 Year

17.34%

3 Year

14.76%

Nifty 50 - 3 Year

13.57%

5 Year

20.03%

Nifty 50 - 5 Year

20.77%

Nippon India PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Nippon India PMS Investment Strategies

Strategy Name Emerging India High Conviction Absolute Freedom Indian Economic Transformation
Start Date 07-Apr-17 13-Mar-14 24-Sep-04 22-Oct-18
Category Mid Cap Multi Cap Large Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 25 25 24 26
1 Yr. Return 39.30% 38.82% 34.08% 35.10%
3 Yr. Return 18.68% 14.91% 14.17% 11.28%
5 Yr. Return 25.88% 19.67% 17.49% 17.09%
Fund Manager Mr. Varun Goel Mr. Varun Goel Mr. Varun Goel Mr. Varun Goel

Top Portfolio Managers of Nippon India Portfolio Management Services

#1

Mr. Varun Goel

Nippon India Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Nippon India Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Nippon India PMS - SEBI Details

SEBI Reg. No.

INP000007085

Contact Person

NA

Telephone No.

022 6808 7000

Address

4th Floor, Tower A, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (W), Mumbai - 400013

Starting Date

Oct 06, 2020

Nippon India Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Nippon India Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Nippon India PMS Backoffice or Dashboard Link

Web Platform

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