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Nine Rivers PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Nine Rivers Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Nine Rivers Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Nine Rivers PMS - Business Summary

Total AUM

Rs.655.34 Cr.

Avg. 1 Year Return

0.75%

Active Clients

475

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

17 Years

Compounded Annual Returns of Nine Rivers Portfolio Management Services

1 Year

0.75%

Nifty 50 - 1 Year

9.02%

3 Year

16.65%

Nifty 50 - 3 Year

27.34%

5 Year

33.50%

Nifty 50 - 5 Year

22.60%

Nine Rivers PMS Charges or Fees

Fixed Fees

0.02

Variable AMC

No Fixed Fees

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 Strategies or Investment Approach

Strategy AUM 1 Year Return
Nine Rivers Aurum Small Cap Opportunities PMS Strategy Not Disclosed -8.50%
Nine Rivers Aurum Multiplier Portfolio PMS Strategy Not Disclosed 10.00%

Top Fund Managers of Nine Rivers Portfolio Management

#1

Mr. Sandeep Daga

#2

Mr. Kunal Sabnis

#3

Ms. Pragati Khadse

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Investment Solutions offered 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

Support provided by Nine Rivers Portfolio Management

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 or Backoffice Platform

Web Platform


Nine Rivers Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Nine Rivers PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Nine Rivers Portfolio Manager - 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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