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Unique Proposition
Investment Manager
Before investing, an investment manager performs the most important and fundamental function in assisting you in determining the potential risks and returns.
Investment Portfolio
The investment manager will create a portfolio for you in the following phase based on your risk tolerance, financial objectives, and investment horizon. This will first put you in a position to choose.
Investment Performance
Portfolio managers must meet regulatory organizations’ standards while periodically assessing the performance of predetermined investment packages.
Portfolio Review
Get Your Existing equity holdings analyzed and reviewed for FREE and discuss with us on how can you maximize your wealth creation objective by investing in the right PMS. To Know more, Click here.
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Some of the Best Fund Managers
Bharat Shah
Executive Director, ASK Group
Mr. Bharat Shah is a qualified rank-holding Chartered Accountant, Cost Accountant, and MBA in Finance from the Indian Institute of Management Calcutta. He is currently working as the executive director at The ASK group.
Raamdeo Agrawal
Chairman, Motilal Oswal
Raamdeo Agrawal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018
Samir Arora
Founder, Helios Capital
Samir Arora, a graduate in engineering from the Indian Institute of Technology, New Delhi, pursued an MBA from the Indian Institute of Management, Calcutta. He then completed his Master’s degree in finance from The Wharton School of The University of Pennsylvania.
Sunil Singhania
Founder, Abakkus Asset Management
Sunil Singhania holds a bachelor’s degree in business from Bombay University and a Chartered Accountancy degree from the Institute of Chartered Accountants of India (ICAI), Delhi, with an all-India rank. He has also obtained the privilege to utilise the CFA Institute’s Chartered Financial Analyst credential.
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PMS Performance
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Deeper Look at The Top-Performing Alternate Investment Fund in September 2023
In the ever-evolving landscape of alternative investments, investors are constantly seeking opportunities to maximize their returns while managing risk. In September 2023, several alternate investment fund stood out for their exceptional performance over the past year. Hence, let's dive into the recognition of these funds, categorized by their investment strategies. Top contenders: In this data-centric [...]
Portfolio Management Services Vs Mutual Fund Investing: Which Is Right for You?
When it comes to wealth management and investment, individuals often find themselves faced with a choice between Portfolio Management Services (PMS) and Mutual Funds. Both options have their merits, but understanding the differences is crucial to making the right financial decisions. What is a PMS? PMS is a personalized investment service offered by financial institutions [...]
Top Long-Short AIF Performers of August 2023: One of The Best Funds for Wealth Management
In the dynamic world of investments, Alternative Investment Funds (AIFs) have gained significant popularity for their unique strategies. Among them, Long-Short AIFs have caught the attention due to their potential for wealth management and attractive returns. In this blog, we'll dive into the performance data of the two best-performing Long-Short AIFs in August 2023, based [...]
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