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10 Most Promising Portfolio Management Service Providers - 2023
Technology and Innovation in Portfolio Management Services Portfolio Management Services (PMS) are investment management services offered by financial institutions or professional portfolio managers to individuals, high-net-worth individuals (HNIs), and institutional investors. PMS involves managing a portfolio of stocks, bonds, and other securities on behalf of clients to achieve their financial goals and objectives. Key features of PMS include personalized portfolio management, active investment strategies, and a focus on risk management. Clients' portfolios are typically tailored based on their risk tolerance, financial objectives, and investment horizon. Impact of Economic Trends on Portfolio Management PMS providers are financial institutions or professional...
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10 Most Promising Portfolio Management Service Providers - 2023
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Our subscribers play a decisive role in finalization of our annual list of Top Portfolio Management Service Providers - 2023 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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AlfAccurate Advisors | Rajesh Kothari, Founder & Managing Director | A pioneering industry with 13 years of impressive track record and extensive experience in the sector, specializing in investment strategy efficacy, oriented towards delivering superior risk adjusted returns |
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Banyan Tree Advisors | Jigar Shah, Portfolio Manager | A company with 15+ years of experience in portfolio management services, specialized in preserving capital, risk-free rate of return & equity index rate of return |
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Care Portfolio Managers | Vishal Shah, Director | An organization providing services such as discretionary pms services, non-discretionary pms services and advisory services, with more than two decades of experience in capital market |
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InvestSavvy Multiplying Your Wealth | Ashish Goel, Managing Partner & CEO | An organization across a range of asset management and advising clients to investments in multiple asset classes based on in-depth analysis and use of technology |
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Joindre | Parameswar M.A, Vice President | An organization offering a wide range of services to high net-worth individuals, corporates, institutions, ultra HNIs and family offices, with more than half a decade of investment experience |
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Mehta Prime Wealth | Keyur Mehta, Founder & Chairman | An organization offering a wide range of Products to its clients, such as Alternate Investment Funds, Advisory Services, Real Estate Investments, Fixed Income Investments and many more |
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PMS Bazaar | R Pallavarajan, Founder | An organization offers comprehensive analytics & information on PMS and AIF comparison, analytics and advice to help investors globally thrive using this powerful wealth-building medium |
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Right Horizons PMS | Anil Rego, Founder & CEO | A discretionary portfolio management services firm with over a decade of experience in the financial sector, specialising in structured investment processes, fundamental and quantitative analysis framework |
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Sundaram Business Services | Deepa Ramesh, Chief Executive Officer | A global business process transformation company offering a wide range of platform support services, portfolio management services and fund administration support services |
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Unifi Capital | Maran Govindasamy, Executive Director | An innovative company offering innovative investment strategies with superior risk-adjusted returns with over average of 25+ years of experience in capital markets and PMS |