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High Value Portfolio Management And NRI Advisory Services
Non Residents & NRI TAX Services : NRI/Non residents tax planning via trusts NRI Tax clearance certificates from Income tax department in India.NRI/Non residents Tax return in India and Income Tax PlanningNRI/Non residents Tax consulting, NRI/Non residents funds transfers, NRI/Non residents investment consultants in Bangalore- India. NRI Fund Management, Investments & Repatriation Out Of India: NRI Portfolio management servicesBusiness set us services for NRI and business consulting and transformation services for NRI. NRI Fund Transfers - planning and repatriation of NRI fund out of India.Assistance in joint-ventures in India, and purchase of corporate in India, Foreign company registrations in India Settling in India of Returning NRI\'s and advising on Business opportunities.BengaluruGST
9 yrs
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Balanced Portfolio Service
Balanced portfolio ServiceBengaluruGST
10 yrs
Call Now8044459695,9234WhatsApp
Aucerna Portfolio Services
Improve Strategic Decision MakingAucerna Portfolio is an analytic platform for evaluating decisions related to strategy development, portfolio management, capital allocation and M A. Aucerna Portfolio can help companies optimize their portfolios and gain insights into their performance potential and their strategic alternatives at a corporate or business unit level. This is done in the context of their existing business goals, risks and uncertainties and company opportunities and objectives.Aucerna Portfolio brings together data (financial and operational) and the business context (business goals, assumptions, constraints, etc.) to address decisions involving risk or uncertainty. Integrated, Prescriptive Business Modelling Multi-Goal, Multi-Constraint Optimization Manage Risk Uncertainty Rapid Scenario Analysis Mergers Acquisitions Multi-Source Data Customizable Metrics Attributes opportunities and objectives.Aucerna Portfolio brings together data (financial and operational) and the business context (business goals, assumptions, constraints, etc.) to address decisions involving risk or uncertainty. Integrated, Prescriptive Business Modelling Multi-Goal, Multi-Constraint Optimization Manage Risk Uncertainty Rapid Scenario Analysis Mergers Acquisitions Multi-Source Data Customizable Metrics AttributesBengaluruGST
12 yrs
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Portfolio Advisory
Our Portfolio Advisory service is intended for clients who wish to work together with a portfolio manager to put into affect a long-term investment strategy based upon individual goals and needs. OASIS Portfolio Advisors are having Expertise in INDIAN equities, mutual funds, fixed income securities, and equity derivatives.Bengaluru12 yrs
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Portfolio Analysis
Researchwire offers customized Patent Portfolio Analysis services for companies. As a part of patent portfolio analysis, patents are analyzed to develop valuable insight helping in assessment of R D scenario and prospects of commercialization. It also helps in fully exploiting your company s patent assets by identifying new licensing opportunities and mitigating litigation risk.GST
14 yrs
Call Now8048955153,8312WhatsApp
Non Discretionary Portfolio Advisory Service
Investing in Equities requires time, knowledge and constant monitoring of market place. For those who need an expert to guide their investments, non discretionary equity advisory account comes as an answer. Financial Advisors deliver a full suite of services, including assessment of your current portfolio and rebalancing based on the objectives, investment advise and trade execution through Motilal Oswal Securities Ltd's trading platform. The benefits of this account are : An experienced team of non discretionary advisory service team ensure your portfolio is tracked, monitored and optimized at all times. Investors are always consulted and informed of all the investment decisions and thus giving him total control of the portfolio. Quarterly performance reports assist in evaluating the portfolio by comparing the performance of your investments to a benchmark. Year-End Statement: A report summarizing all transactions and activity in your account that details capital gains and losses to help with tax preparation.GST
12 yrs
Call Now8048618279,5134WhatsApp
Portfolio Advisory Services
OASIS Portfolio Advisory Group assists the firm's advisors by providing: Market strategy Portfolio reviews Equity, mutual fund and fixed income research SERVICE CHARGES : RS.100000/- PER YEAR Our Portfolio Advisory service is intended for clients who wish to work together with a portfolio manager to put into affect a long-term investment strategy based upon individual goals and needs. OASIS Portfolio Advisors are having Expertise in INDIAN equities, mutual funds, fixed income securities, and equity derivatives. For less than the cost of many mutual funds, our portfolio advisory service provides a personalized investment strategy based upon your specific investment goals. Unlike with mutual funds, you always know which investments you hold in your portfolio and you are not constrained to any investment category. Our advisor works with you to optimize your strategy based upon your risk tolerance, return expectations, and market conditions. This affords you the opportunity to take advantage of a professional portfolio manager's knowledge and experience while still having your own investment account, rather than pooling your money with others in a mutual fund type arrangement. Our OASIS portfolio manager monitors your account on a quarterly basis and makes changes as necessary, always in keeping with the overall investment strategy. This strategy is outlined in your Investment Policy Statement and updated as necessary on a yearly basis. You receive a comprehensive yearly performance review, monthly statements and on-line access to your account. SERVICE CHARGES : RS.100000/- PER YEAR.Bengaluru12 yrs
Call Now8044566979,6622WhatsApp
Bengaluru12 yrs
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Guaranteed Portfolio Plus
BENEFITS OF SUBSCRIPTION Stock Chart Analysis For Intraday,BTST and positional calls Holding Period.Daily Nifty Market technical view with chart analysisSegment: Equity Cash,F 0, Midcap and SmallcapSecure Intraday Calls, Positional Calls, Short-term, Long-term tradeDaily Techno Research via email (Chart Analysis, Nifty Outlook, Market Outlook)All Calls are with Stoploss and Target and Entry and Exit alert (SMS/WEB/EMAIL)Recommendations are based on technical basis with proper risk managementWe assure you 90% accuracy as per monthly basisSubscription: Rs 45,000 per quarterMINIMUM TRADING CAPITAL REQUIRED: Rs 1.6 LakhsYou want your investment to grow We provide Systematic and Technicals research with 100% Capital Protection Our Guaranteed Portfolio Plus(GPP) Service specially for investors , who willing to make profit in Intraday,short-term (3-5 days) to long-term technical calls. TECHNO PREMIUM RESEARCH Service will included , Equity Cash,F 0, Midcap and SmallcapOur Features As an client in Kotak Financials Group you get access to all our important data and Research that will far out do your expectations. Below is the complete list of tools and services in a header format for your easy reference.Built in Technology messenger to help you chat with your Advisors and Customer Support Teams in Kotak Financials, and downloadable Research reports with perfect support and resistance levels .Send support requests to your advisor and request him to evaluate your profile.The Portfolio Manager alerts you every time your share hits a Stop Loss or Target Price to help you get the Buy/Sell timing right.All SMS address your portfolio size and calculations according to your portfolio levels while telling you what is the right quantity for you to buy.Live Trading Support : 9 AM 3.30 PM. Other Packages Options Advanta | Premium Elite | KF InvestaBengaluru10 yrs
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Yield Threat Advisory Service
Special care and monitoring done to contain the yield threats and minimize the damage.BengaluruGST
7 yrs
Call Now8044464625,2313WhatsAppPortfolio Analysis
Large companies have a complex portfolio of processes, projects and products. Complexity and strategic importance of these processes, products and projects is of utmost importance during the planning phase and is bound to have a direct impact on the success of the initiatives. We at Zinnov analyze our clients portfolio of applications, products and processes and help them define an appropriate roadmap for their globalization initiatives. Zinnov analysis of the portfolio includes activities that can be carried out in the center, the number of resources that the center should have available, business groups that can be supported and the extent of work that will take place unchanged. This provides our clients with a clear understanding of what to globalize, and how to execute their roadmap in a realistic and phased manner.GST
16 yrs
Call Now8044566891,2759Get Best PricePortfolio Advisory Services
Portfolio ServicesBengaluru12 yrs
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Portfolio ServicesBengaluru9 yrs
Call Now8044464897,6228Get Best PriceProduct Portfolio Analysis Services
Product Portfolio Analysis: Includes evaluation of market opportunities from the purview of a business head looking for maximum returns from a diversified portfolio. The module uses techniques like B.C.G G.E multi factorial methods for analysis apart from techniques of dynamic portfolio lifecycle management which are developed in-house.BengaluruGST
14 yrs
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Portfolio ServicesBengaluruGST
15 yrs
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Portfolios ServicesBengaluruGST
14 yrs
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Portfolio Stratergy ServicesBengaluruGST
4 yrs
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Portfolio AnalysisBengaluru10 yrs
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Portfolio Plus Service For MonthlyBengaluru9 yrs
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Portfolios ServiceBengaluru11 yrs
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Portfolio Manangement ServicesGST
16 yrs
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Portfolio ServiceBengaluru10 yrs
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Portfolio ServicesBengaluru7 yrs
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Portfolio ServicesBengaluru16 yrs
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Portfolio Review ServiceBengaluruGST
17 yrs
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Portfolio Advisory ServicesGST
11 yrs
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Portfolio Advisory ServicesBengaluru16 yrs
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Top Portfolio Advisory Services Providers near Bengaluru
- Lokesh & Co.
1st Floor Flat No.f8 N.s.road,2nd Cross,near K.r.puram Police Station P.v.paradise, Bengaluru-560036, Karnataka, India
29AGIPL6229N1ZQ
- Mount Judi Ventures LLP
Plot 1/10 Sheriff Presidency St Marks Road Bengaluru (Bangalore) Urban, Bengaluru-560001, Karnataka, India
29ABFFM2261D1ZG
- Xcdify Solutions Private Limited
1st Floor, No 63/3 Unit No 101, RMZ Gateway, Srinivagilu Main Road, 4th Block Agara, 100 Feet Road, Bengaluru-560034, Karnataka, India
29AAACX1103E1ZT
- Oasis Wealth
Unit No-2205,22nd Floor World Trade Centre Brigade Gateway Campus Maleshwaram West, Bengaluru-560055, Karnataka, India
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- Researchwire Knowledge Solutions Private Limited
Suite 34,27th Main, 2nd Cross Vgs Layout, Bengaluru-560029, Karnataka, India
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- Investascent Wealth Advisors Private Limited
No. 1010, 3rd Floor, 26th Main, 4th T Block Jayanagar, Bengaluru-560041, Karnataka, India
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- Oasiswealth
No.902, Barton Centre, M. G. Road, Bengaluru-560001, Karnataka, India
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- Credex Technologies
Door Number, 74, Ashwath Nagar, Maratha Halli, Bengaluru-560037, Karnataka, India
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- Profitxnow
Raheja Towers, MG Road, Bengaluru-560001, Karnataka, India
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- Nubesol Technologies Pvt. Ltd.
#14,5th A Cross,Marenahalli,24th Main,2nd Phase, Bengaluru-560078, Karnataka, India
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