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10 Most Promising Portfolio Management Service Providers - 2021
Selecting right investment policy could be a cumbersome task for any individual who are from outside the financial sector. Making profits from stocks, shares, mutual funds, bonds and others may not be an easy task for layman, especially when they have too little time to dedicate to observe and predict fluctuations of stock market and mutual funds. Portfolio managers help to find the best investment for an individual based on his or her income and budget such that one could get maximum return at minimum risk. Portfolio managers understand the client’s financial needs and suggest the best and unique investment policy for them with minimum risks involved. There are mainly four types of portfolio management. They are active portfolio management, passive portfolio management,...
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10 Most Promising Portfolio Management Service Providers - 2021
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Our subscribers play a decisive role in finalization of our annual list of Top Portfolio Management Service Providers - 2021 by nominating those which have served them with excellence and are praiseworthy. If you feel there is a company that deserves to be on our annual list, do write to us about them mentioning their value proposition.
| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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Alchemy Capital | Viren Ved, Co-Founder & Director | India's leading asset management company that offers the best portfolio management services |
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AlfAccurate Advisors | Rajesh Kothari, Founder | Uses a disciplined, fundamental, research-driven approach to identify well managed, shareholder-friendly companies with sound business models with a strong likelihood of profitability and positive shareholder returns |
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Bonanza Portfolio | Atul Parakh, CEO | Specializes in the areas of Online Trading, Fixed Income, Investment Banking and Insurance |
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Impetus Arthasutra | P.R. Dilip, Founder | Known for its craftsmanship in designing investor-specific investment portfolios with precision and quality |
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Joindre Portfolio Management | V Jayaram, CIO & Fund Manager | Offers discretionary and advisory Portfolio Management Services (PMS) to HNIs, Corporates, NRIs, family offices and more |
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Kotak PMS | Anshul Saigal, Head & Portfolio Manager | Enabling customers to have an efficient investment options through its suite of services |
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Motilal Oswal Financial Services | Aashish P. Somaiyaa, CEO | Offering a wide range of financial services to both businesses and individuals |
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Sameer Capital | Sameer Tyagi, Founder | Specializes in Equities, Mutual Funds & SIP, Commodities, Demat/Trading Account, Banking Investment |
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Shepherd's | Rishi Gupta, Managing Partner | Offers investors in India and around the world a way of achieving superior long-term returns on their savings |
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Valentis Advisors | Jyotivardhan Jaipuria, Founder | SEBI licensed Portfolio Management Services (PMS) provider offering both discretionary and non-discretionary PMS services, and stock advisory services |