Nine Rivers Capital PMS – Review, Strategies, Returns, Charges & more

Nine Rivers Capital PMS is a top-notch corporate advisory and asset management group that normally focuses on large-scale businesses from the new economy and traditional sectors as well. In this write-up, we will have a detailed review of Nine Rivers Capital PMS, strategies, commission models, investment plans, yearly returns and more.

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Overview of Nine Rivers Capital Portfolio Management Services

Find out the detailed overview of Nine Rivers Portfolio Management Service in the table given below-

Nine Rivers Capital is one of the largest asset management companies available across the country. The broking house was founded by Sandeep Daga in the year 2008.

Its headquarters are located in Mumbai, Maharashtra. It comes under the broking houses which are approved by SEBI ( securities exchange board of India ).

The company is offering the best and most convenient PMS services to investors available across India. And it is best known for asset management services only.

Typically, they are having a huge list of portfolio managers who manage their asset management or fund management business.

Now, we will discuss Nine Rivers Capital PMS Review, PMS Charges, PMS Returns and more.

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Types of Nine Rivers Capital PMS

Find out the details of Nine Rivers Capital PMS types in the table chart given below.

The Nine Rivers Capital broking house normally provides Discretionary and Non-Discretionary PMS to its clients.

Normally, the majority of PMS clients make use of discretionary portfolio management services because the whole PMS account of clients is managed by the fund managers.

While few investors look after consultancies in a way to make an effective and reliable decision for the investment.

Nine Rivers Capital PMS Fund Managers Details

Find out the details of the Nine Rivers Portfolio Management Service Fund Manager in the below-given table.

Sandeep Daga (MD & CIO)

Mr. Sandeep Daga pursued MBS in finance from NMIMS, Mumbai and Bachelor in Engineering from Amravati University. He has an experience of 26 years right in India-centric public and private equity investing. His previously held positions were in listed and PE Funded companies.

Mr. Sandeep is known to hold a pretty strong network of relationships in the corporate and financial world.

Vivek Ganguly (Fund Manager)

With an experience of 23 years in investment management, Mr. Vivek in an MBA in Finance from Calcutta University and a Bachelor in Arts from Nagpur University holder. He has a vision of long-term investment and has gathered experience working with Quantum Asset Management Company.

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Nine Rivers Capital PMS Strategies

Find out the detailed review of Nine Rivers Capital PMS strategies in the table provided below.

According to the table provided above, Nine Rivers Capital asset management company normally offers various PMS strategies to their clients. They are mainly focusing on large-cap strategy, diversified strategy and small-mid cap strategy.

Here is the core strategy used by the Nine River Capital PMS-

Nine Rivers Aurum Small Cap Opportunities Strategy

Businesses in focus here are the ones which have portrayed a multi-year structural growth, have a likely good management team and are also available at a significant discount to intrinsic value. The approach is 360 degrees, ensuring nimble and inventive thinking.

The prime focus of the strategy is on companies which are dominant payers in niche verticals. Other factors of consideration are aided in terms of tailwinds, consumer dynamics, technology and more, robust balance sheet, and high ROE among others.

Nine Rivers Capital PMS Returns / Performance

The table given below is providing the details regarding Nine Rivers Capital PMS Returns-

The return rate of Nine Rivers Capital PMS is really impressive and robust. The PMS group is capable of beating the robust 10 years of mutual fund returns.

The robust return rate makes the Nine Rivers Capital company the leading assets management company in the nation.

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Nine Rivers Capital PMS Investment Plans

The table given below is providing the entire details of Nine Rivers Capital PMS investment plans.

The table is providing an extremely good understanding regarding the investment plans of Nine Rivers Capital PMS available to all its clients. For investing in any PMS house, a minimum amount of Rs. 25 lakh is highly required.

Nine Rivers Capital PMS company offers a range of investment plans. The bronze investment slab ranges from Rs. 25 lakh to Rs. 50 lakh. The silver investment plan ranges from Rs. 50 lakh to Rs. 1 Cr.

The gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr. And platinum investment plan is available to clients with Rs. 5 Cr. plus of the investment portfolio.

As the PMS Company has an availability of all kinds of investment plans, it has designed various fee structures and types also. Usually, high investment volume pushes to low commission charges and soothing services as well.

Nine Rivers Capital PMS Fee Structure or Commission Slabs

The table chart given below is providing the details related to the designed Commission Slabs of Nine Rivers Capital PMS.

The commission structure of Nine Rivers Capital PMS is categorized into 3 parts-

Nine Rivers Capital PMS Prepaid Commission

In this particular commission structure, management charges or commission charges are imposed in advance, before the starting of the actual investment horizon.

As it is a prepaid commission structure, so the management charged is normally lower than other fee structures.

The prepaid fee structure of the Nine Rivers Capital portfolio management service is completely dependent on the value of the investment portfolio.

With an investment portfolio of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 1.2% of the total investment amount.

If the investment volume is in the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 1.1% of the total investment amount.

If the investment amount is more than 1 Cr. such as Rs. 1 Cr to Rs. 5 Cr., the commission payout will be 0.9% of the total investment amount.

For more than Rs. 5 Cr. of an investment portfolio, the commission charges will be 0.7% of the total investment amount.

Nine Rivers Capital PMS Volume% Commission

The volume % commission model has a total dependency on the transactions related to investment done by the portfolio manager. It is also dependent on market status and other such aspects of the investment portfolio. This commission structure normally charges a high commission payout from clients.

In this fee structure, the management or commission charges are normally dependent on the market situation and the fund manager’s loyalty.

With the yearly transaction amount of Rs. 25 lakh to Rs. 50 lakh, the commission charges are 0.12% of the total transaction volume.

If the annual transaction volume is in the range of Rs. 50 lakh to Rs. 1 Cr., the management charges will be 0.11% of the total transaction volume.

And if the transaction volume on the yearly basis is Rs. 1 Cr. to Rs. 5 Cr., the commission charges will be 0.09% of the total transaction volume.

For transaction volume of more than Rs. 5 Cr., the management fees are 0.07% of the total transaction volume.

Nine Rivers Capital PMS Profit Sharing% Commission

The profit sharing % commission model is highly recommended to the clients by the broking house. It is personalized for the convenience of clients.

The clients are required to pay commission charges only when they realize the total profit amount on the investment portfolio.

With this model, clients can experience low commission charges and high-profit percentages.

Normally, the profit sharing % commission model has a dependency on investment portfolio performance. This type of model is offered to clients with high portfolio volume and old clients as well.

The investment portfolio with a profit amount is in the range of Rs. 2.5 lakh to Rs. 5 lakh, profit sharing will be 22.5% of the total profit. If the investment portfolio with profit volume is in the range of Rs. 5 lakh to Rs. 10 lakh, the management fees will be 21.5% of the actual profit amount.

Additional information

With huge profit values like- Rs. 10 lakh to Rs. 50 lakh, the commission charges will be 18.5% of the total profit amount. And for more than Rs. 50 lakh of profit amount on an investment portfolio, the commission charges will be 16.5% of the total profit amount.

Since the PMS house has designed various fee structures, it also levies some other charges such as depository charges, custodian charges, brokerage charges, upfront fees and exit load etc. All the charges levied by the company will be discussed below.

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Nine Rivers Capital PMS Charges

The table given below is providing the details regarding the Nine Rivers Capital PMS Charges.

Here is the complete list of charges imposed by the PMS house as follows-

• Management Fees- Management charges are normally charged according to the commission model opted by the PMS team and the client as well.
• Upfront Charges- The Nine Rivers Capital PMS company also levy upfront fees from all its clients. It is generally like advance charges. These kinds of charges are imposed between the range of 0.85% to 1.45% of the total asset value.
• Brokerage Charges- Brokerage charges are also imposed by the asset management team. They are usually between the range of 0.006% to 0.016% of the total transaction value.
• Custodian Charges- Custodian charges are imposed by the PMS house between the range of 0.15% to 0.25% of the total asset value.
• Depository Charges- Depository charges are normally levied between the range of 0.08% to 0.15% of the total asset value.
• Exit Load Charges- Exit load charges are charged based on withdrawal amount and withdrawal duration as well. If the withdrawal is made within 12 months, the commission charges will be 0.75% to 1.15% of the total withdrawal value. If the withdrawal takes place to post one year, then no management fees are charged.

Nine Rivers Capital PMS Benefits

The table given below is providing the benefits of the Nine Rivers Capital PMS.

Here is a quick list of benefits Nine Rivers Capital PMS have-

• The PMS house normally provides a top-up facility so that the clients have huge satisfaction and convenience as well.
• The Nine Rivers Capital PMs house also provides back-office login support to the clients. Clients can check for the entire details and reports regarding their investment portfolio through the back office login facility.
• The Email update as well as SMS update facility is also provided to all the existing clients by the company. With this facility, the client can get updates regarding the transactions happening in their portfolio account.
• It is also best at providing flexibility to all of its clients like- flexibility in commission models and investment plans.
• The PMS house also has massive experience in the asset management sector.

Nine Rivers Capital PMS Customer Care

The table given below is providing the entire details regarding Nine Rivers Capital PMS customer care.

The Nine Rivers Capital PMS company normally provide good support to all its clients. They are allowed to directly call for any inquiry and to resolve any issue as well. Email support and Whatsapp support facility are also provided for the betterment of clients.

Good relationship manager support is also provided by the PMS house. Clients with huge investment value can call their fund manager 8 times a month and with low investment, clients can call their fund manager 5 times a month.

The issue resolving TAT for Nine Rivers Capital PMS company is 15 working days.

Nine Rivers Capital PMS Conclusion

Nine Rivers Capital PMS is the top-notch asset management company available in India. Its convenient and satisfactory strategies have given excellent results to all its clients.

The flexible commission models, as well as investment plans, also provide a lot of convenience to all its investors. Most importantly, its services and support system are also very useful and favourable.

So if you are looking forward to getting into any PMS company, Nine Rivers Capital PMS should be at the top of your search list.

Nine Rivers FAQs

Ques – How can I invest with NINE RIVERS PMS?

Answer – Nine Rivers PMS caters to customer needs of investment through focused portfolios. Nine Rivers Capital PMS is a top-notch corporate advisory and asset management group that normally focuses on large-scale businesses from the new economy and traditional sectors as well. the process is completely simple and hassle-free for investing in Nine Rivers PMS. When you open our website, you’ll find a form to fill in. Complete the mandatory information such as your name, mobile number and city, and select the critical service and then click the submit button. You will be directed to the further steps of investment in this way.

Ques – Who is the current fund manager of NINE RIVERS PMS?

Answer – The current fund manager of ICICI PRUDENTIAL PMS is Mr. Sandeep Daga. Mr. Sandeep Daga received an MBS in finance from NMIMS, Mumbai, and a Bachelor of Engineering from the University of Amravati. He has 25 years of experience in Indian-centered public and private equity investments. His previously held positions were in companies listed and funded by PE. In the corporate and financial world, Mr Sandeep is considered to have a very large network of relationships.

Ques – What is the approx AUM of NINE RIVERS PMS?

Answer – The return rate of Nine Rivers Capital PMS is really impressive and robust. The PMS group is capable of beating the robust 10 years of mutual fund returns.

Ques – Where can I check the return or performance of NINE RIVERS PMS?

Answer – The returns and performance of Nine Rivers PMS it is present right on this page. We show the full facts and figures in a tab for the convenience of our customers. Nine Rivers is known for offering an outstanding portfolio management service and has exceeded the returns of mutual funds for more than 10 years.

Ques – What are the different strategies used by NINE RIVERS PMS?

Answer – In the form of a table, the website includes the different techniques that ICICI PRUDENTIAL integrates. NINE RIVERS PMS house has different kinds of efficient PMS strategies, as per the table given above. Typically, they use Small Cap and Multi Cap Tactics. All investment philosophies are very accessible to the business.

Ques – Where to find the fee structure and commission rate of NINE RIVERS PMS?

Answer – Data on all the details of ICICI PRUDENTIAL are included in the report. With all the significant heads, we’ve detailed you and done so in the form of tables and maps. Therefore, you only have to locate the head under which the details are given to find the fee structure and commission rate of ICICI PRUDENTIAL PMS.

Ques – How to call or reach NINE RIVERS PMS customer care?

Answer – To help customers and answer their every question, the Nine Rivers PMS offers a direct call service. Email support and Whatsapp support facility are also provided for the betterment of clients. Good relationship manager support is also provided by the PMS house. Clients with huge investment value can call their fund manager 8 times a month and with low investment, clients can call their fund manager 5 times a month. The issue resolving TAT for Nine Rivers Capital PMS company is 15 working days.

Ques – What are the benefits of investing with NINE RIVERS PMS?

Answer – The PMS house normally provides a top-up facility so that the clients have huge satisfaction and convenience as well. The Nine Rivers Capital PMs house also provides back-office login support to the clients. Clients can check for the entire details and reports regarding their investment portfolio through the back office login facility. The Email update as well as SMS update facility is also provided to all the existing clients by the company. With this facility, the client can get updates regarding the transactions happening in their portfolio account. It is also best at providing flexibility to all of its clients like- flexibility in commission models and investment plans. The PMS house also has massive experience in the asset management sector.

Ques – What are the different charges involved with NINE RIVERS PMS?

Answer – There are various charges involved in the NINE RIVERS PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depositary charges, and Exit load within the time of one year.

Ques – Where can I find all the details about NINE RIVERS PMS?

Answer – All the details regarding the NINE RIVERS portfolio management services are provided within the website provided. To make the work feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require easily within the website.

Invest in Nine Rivers Capital PMS – Fill up the form Now!

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Invest in Nine Rivers Capital PMS – Fill up the form Now!