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Nuvama 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, Nuvama 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, Nuvama Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Nuvama PMS - Business Summary

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

Compounded Annual Returns of Nuvama Portfolio Management Services

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

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

10% (If Profit above 8%)

Exit Load 1st Year

NA

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA


Nuvama PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Nuvama Absolute Return PMS Strategy 887.5 7.86%
Nuvama Equities Expansion Target PMS Strategy 263.72 2.05%

Top Fund Managers of Nuvama Portfolio Management

#1

Mr Ajay Vora

#2

Mr Nikhil Ranka

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Investment Solutions offered 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

Support provided by Nuvama Portfolio Management

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 or Backoffice Platform

Web Platform


Nuvama Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Nuvama PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Nuvama Portfolio Manager - 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

04 May 2021

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