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IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [6] It offers wealth management, asset management, portfolio management services, investment products, treasury services, estate planning and lending among
Initially, the company worked on private equity syndication, mergers, acquisitions (M&A) and focused on advisory services. [6] Edelweiss worked on mergers & acquisitions, providing advisory and investment banking services. [7] Edelweiss also offered equity broking, portfolio management, and wholesale financing services to individuals and ...
Choice International is an Indian diversified financial services company based in Mumbai.It provides a range of products including stock broking, investment management, insurance, advisory services and loans to individual and corporate client primarily in India.
Motilal Oswal provides products and services related to equity trading, commodity trading and investment advisory services, IPOs and SIPs investment, portfolio management services, and mutual funds investment. [17] Motilal Oswal's client base was around 7.3 million at the end of June 2024. [18]
SBI Mutual Fund is an Indian private asset management company [6] introduced by the State Bank of India (SBI) and incorporated in 1987 with its corporate head office located in Mumbai, India. SBIFMPL is a joint venture between the State Bank of India , an Indian public sector bank , and Amundi , a European asset management company.
Portfolio tracking: The primary function of most portfolio management programs is to track investor portfolios. This includes everything from current holdings to historical transactions.
The company manages the portfolios of domestic and offshore funds and offers discretionary, non-discretionary and advisory services to HNI clients, corporates, and institutions; and also offers retirement solutions and private equity funds in India and 35+ countries through the principal and subsidiary business entities.
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