Invest with Banyan Tree

Welcome to your investment journey with us.

Before we embark on this long-term financial voyage together, we encourage you to explore the Investment Philosophy section of our website. That section is central to our approach, reflecting the patience and discipline we see as key to achieving significant returns.

Understanding our investment philosophy is crucial in determining if our investment style resonates with your aspirations. If you find that our principles align with your investment goals, we would be delighted to discuss the next steps with you.

Reading our ‘Investment Philosophy’ section should have provided you with a clearer understanding of the principles that guide our decision-making process. You may now be curious to check the tangible outcomes that our investment process has achieved.

As of November 2024, Banyan Tree Advisors manages ₹ 5,689 crores ($673 m) of investments from 1,939 clients.

At Banyan Tree Advisors, we prioritize long-term investment performance, recognizing that true value is often realized over long periods of time rather than in short-term market movements. The chart below compares our investment returns against the NIFTY50TRI Index for the period April 1, 2008, and March 31, 2024.

You will also find information about our performance in our latest Disclosure Document. The Disclosure Document is an audited document that every Portfolio Management Service provider has to submit to the Securities and Exchange Board of India (SEBI) periodically under regulation 14 of the SEBI (Portfolio Managers) Rules and Regulations, 1993.

Our fee structure is straightforward and centred on the protection of your capital as also the growth of your investments. We earn our fees only when we enhance the value of your portfolio, ensuring our goals are directly aligned with yours.

We charge no fixed management fees. Our compensation is entirely performance-based. We also do not charge any entry or exit loads (expenses charged for joining or leaving our services). We also do not have any lock-in period. You can withdraw your funds any time you wish.

Performance Fee

Our performance fee structure is designed to align our success with yours. Under this structure that we introduced in November 2024, there is no fixed annual fee and no hurdle rate. Instead, all gains in the portfolio NAV (Net Asset Value) are subject to a performance fee of 10%.

For instance, let’s say your portfolio grows by 15% in a year. Our performance fee will be 10% of the total gain. So, if you invested Rs 100 and the portfolio value grows to Rs 115 after one year, the fee will be Rs 1.5 (10% of Rs 15 gain), plus the applicable GST on Rs 1.5

If you are an existing customer who joined before November 2024, please note that you have the option to stay with your existing fee structure or migrate to the new one.

If there are any years in which the return is negative, that shortfall would need to be fully recovered in subsequent years before any performance fee is charged. For example, if your portfolio drops from Rs 100 to Rs 90 in year 1, it must first regain the Rs 10 loss and exceed Rs 100 before a fee is applicable in future years.

Fees are calculated and billed annually, ensuring transparency and simplicity. This updated structure is designed to remain fair, straightforward, and reflective of our commitment to growing your wealth.

The Fee Calculator tool allows you to explore how fees are applied under various scenarios, providing clarity on potential costs based on portfolio performance.

The process of opening an account varies slightly depending on whether you are a resident, non-resident, or whether you wish to open an non-individual account, ensuring legal compliance and ease for each type of investor.

Please note that according to SEBI regulations, you must invest at least ₹ 50 Lakhs to start a Portfolio Management Services account with any PMS.

Choose from one of the three options below to read more about the account opening process.