The largest digital leaders in Alternative Investment Fund and Portfolio Management Services
Experts
in AIF & PMS
10000+
Registered Users
NRI Clients
from 10 different countries
Unique Proposition
What Makes Us Unique?
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.
Upload your holdings manually or upload your e-CAS statement from NSDL and CDSL and review your portfolio in a minute.
Getting started is free and takes less than two minutes. All you do is:


Sign-up


Upload Stocks / Personal Equity Portfolio


Download your Portfolio Review in less than 2 minutes.


Call us to discuss your holding and get expert advise on the best performing PMS
Reasons for choosing our experts
We assist you in Organising your PERSONAL FINANCE with HIGHEST returns.”

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.
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.
Experts View
Notifications
Client Testimonials

P T

Mr. Vinod Shah

Mr. Bipinchandra Dugam

Mr. Parwani
Achievements
