Nine Rivers Capital PMS is the 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.
Find out the review of Nine Rivers Capital Portfolio Management Service here-
Nine Rivers Capital PMS – Customer Ratings & Review
Find Client ratings of Nine Rivers Capital Portfolio Management Services –
|Nine Rivers Capital PMS Ratings|
|Returns Performance||2.8 / 5|
|Services||2.9 / 5|
|Charges||2.8 / 5|
|Experience||3.1 / 5|
|Strategies||3.2 / 5|
|Client Support||3.1 / 5|
|Overall Ratings||2.9 / 5|
Overview of Nine Rivers Capital Portfolio Management Services
Find out the detailed overview of Nine Rivers Portfolio Management Service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2008|
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 convenient PMS services to the investors available across India. And it is actually 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 have a discussion regarding 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.
|Types of PMS|
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 service because of the whole PMS account of clients is totally managed by the fund managers.
While few of the 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 Nine Rivers Portfolio Management Service Fund Manager in the below-given table.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 400 Cr.|
|Number of Clients||150+|
|Investment Tenure||Minimum 3 yr.|
Nine Rivers Capital PMS has a huge team of fund managers available to handle the portfolio of clients but the best and experienced one is Mr Sandeep Daga. Mr Sandeep Daga is an MBA and has 24 years of experience in the asset management sector.
The Nine Rivers Capital PMS portfolio managers normally hold Rs. 400 Cr. as AUM and manages the portfolio of around 150+ clients. For clients, the investment tenure in Nine Rivers Capital PMS is a minimum of 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
|Accuracap PMS||Ambit Capital PMS||Ask PMS|
|Aditya Birla PMS||Anand Rathi PMS||Avendus Wealth PMS|
|Alchemy PMS||Anvil Wealth PMS||Axis PMS|
Nine Rivers Capital PMS Strategies
Find out the detailed review of Nine Rivers Capital PMS strategies with the table provided below.
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
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 are some core strategies used by the Nine River Capital PMS-
Nine Review Aurum Small Cap Opportunities
The Nine River Capital portfolio management service providing company offers Aurum Small Cap Opportunity as an investment strategy or approach and product structure as well.
In this concept, the booking company build an investment portfolio of around 12 to 15 inflated conviction small-cap assets ( Market Cap < Rs 2500 Crores (Indian currency) with a total investment tenure 3 to 5 years on every single stock.
This strategy normally has a fixed time period of 5 years and also the main motto of the strategy is to basically monetize the investment portfolio in a systematic way.
Basically, the back-ending of returns charges and remarkable manager’s participation in Aurum Small Cap Opportunity product do create a flexible alignment of the interest with existing investors for a long time period.
There is an extremely low agitate and till date, nearly all the revenues booked in several investors investment portfolios have been in the long-term gains.
Nine River Aurum Growth Opportunities
Aurum Growth Opportunities strategies normally focus on mid-cap stocks. In this specific strategy, the company build an investment portfolio of approximately 10 to 12 huge conviction mid-cap stocks or assets ( Mkt cap < Rs. 13,000 Cr.) with an investment tenure of around three years. It is also a low churn plan of the company.
Normally, both the effective PMS strategies offered by Nine Rivers Capital group are benchmarked against the Bombay Stock Exchange (BSE) Small and Mid-Cap index.
Nine Rivers Capital PMS Returns / Performance
The table given below is providing the details regarding Nine Rivers Capital PMS Returns-
|11 Year Plus||12.0%|
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 Nine Rivers Capital PMS performance for 3 years is 8%, for 5 years is 10.0%, for 7 years is 8.5%, for 10 years is 6.5% and for 11 plus years is 12.0% CAGR.
The robust return rate makes the Nine Rivers Capital company the leading assets management company in the nation.
Know Returns of other PMS Brands
|Dynamic Equities PMS||Envision Capital PMS||Five Rivers PMS|
|Elite Wealth PMS||Equirus Securities PMS||Ghalla Bhansali PMS|
|Elixir Equities PMS||Estee Advisors PMS||Harmoney Wealth Advisory PMS|
Nine Rivers Capital PMS Investment Plans
The table given below is providing the entire details of Nine Rivers Capital PMS investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The table is providing an extremely good understanding regarding the investment plans of Nine Rivers Capital PMS available to all its clients. For making an investment in any PMS house, the minimum amount of Rs. 25 lakh is highly required.
Nine Rivers Capital PMS company offers all ranges 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 fees structures and its 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.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
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, prior to the starting of the actual investment horizon.
As it is a prepaid commission structure, so the management charged is normally lower than other fees structures.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.2% of Investment|
|Investment – 50L – 1 Cr.||1.1% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.9% of Investment|
|Investment – 5 Cr. Plus||0.7% of Investment|
The prepaid fees structure of Nine Rivers Capital portfolio management service is completely dependent on the value of the investment portfolio.
With the 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 between 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 high commission payout from clients.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.12% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.11% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.09% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.07% of Total Transaction Volume|
In this fees 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 between 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
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 percentage.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||22.5% of Profit|
|Profit Amount – 5L – 10L||21.5% of Profit|
|Profit Amount – 10L – 50L||18.5% of Profit|
|Profit Amount – 50L Plus||16.5% of Profit|
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 profit amount is between 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.
With huge profit value 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 fees 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.
Know Charges models of other Portfolio Management Service Providers
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Nine Rivers Capital PMS Charges
The table given below is providing the details regarding the Nine Rivers Capital PMS Charges.
|Management Fees||As per commission model|
|Upfront Fees||0.85% – 1.45% of Asset Value|
|Brokerage Charges||0.006% – 0.016% of Total Transaction Value|
|Custodian Charges||0.15% – 0.25% of Asset Value|
|Depository Charges||0.08% – 0.15% of Asset Value|
|Exit Load – within 12 months||0.75% – 1.15% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Here is the complete list of charges imposed by the PMS house are 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 kind 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 on the basis of 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.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the 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 have a check for the entire details and reports regarding their investment portfolio through 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 the Nine Rivers Capital PMS customer care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 5 to 8 Times a month|
|Issue Resolving TAT||15 working days|
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 to their fund manager 8 times in a month and with low investment clients can call to their fund manager 5 times in 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. It’s convenient and satisfactory strategies has 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 is also very useful and favourable.
So if you are looking forward to getting into any PMS company, Nine Rivers Capital PMS should at the top of your search list.
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