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A.K. Wealth Management
15 April, 2021
by Medha Mehta
About A.K. Wealth Management was incorporated in November 2006. It is a SEBi registered portfolio management company(INP000003674). This company is owned wholly by the A.K. Capital Services Limited. The company provides PMS to investors and specialize in the debt market space. Key staff Aditi Mittal – Aditi is also a Director at AK Group, a
- Published in Dossiers on PMS AMC
Bonanza Portfolio
14 April, 2021
by Medha Mehta
Funds managed Fund Name Asset Class License Bonanza- Growth Large Cap fund PMS Bonanza- Value Multi-Cap fund PMS Established in the year 1994, Bonanza has over 1784 outlets spread across 560 cities. Bonanza is affiliated with–NSE, BSE, MSEI, MCX, NCDEX, NMCE, ICEX, CDSL and NSDL. Unified SEBI Regn. No.: INZ000212137 SEBI Regn. No. DP: IN-DP-62-2015
- Published in Dossiers on PMS AMC
Basant Maheshwari Wealth Advisors
14 April, 2021
by Medha Mehta
Funds managed Product name Style/ Factor Sector Licence Equity ? Multi-cap PMS About the AMC Basant Maheshwari Wealth Advisors was established on 30th July 2015 and registered under SEBI. The company offers Portfolio management service and Advisory service to investors. It is a SEBI registered portfolio management company (Sebi Registered Portfolio Managers – INP000004946) It
- Published in Dossiers on PMS AMC
JM Financial
17 March, 2021
by Medha Mehta
About JM Financial group has had a journey of over four decades and during this time, it has gathered many firsts. It has built its position and has emerged as an integral financial services provider. The company was listed on the Bombay, Ahmedabad and Delhi stock exchanges in the years between 1989-1994, soon after it
- Published in Dossiers on wealth firms
Credence Family Office
17 March, 2021
by Medha Mehta
About Founded in 2010 by Mitesh Shah, who is presently the founder and CEO of the company. The firm currently has over INR 5000 crore under them, with over 150 clients. As of 2019, they have 20 relationship managers onshore (Source). Assets under management is $0.7 billion as of 2019 (Source) Their diverse range of
- Published in Dossiers on wealth firms
Ambit Private Wealth
09 March, 2021
by Medha Mehta
About Ambit Wealth Management Private Limited is a private limited company incorporated on 13 September 2007. It is classified as non-govt company and is registered at Registrar of Companies, Mumbai. The Ambit group provides financial advice and capital to enable clients across institutions, corporates, high networth individuals, self-employed individuals and small & medium enterprises, achieve
- Published in Dossiers on wealth firms