Portfolio Management Services NRI
We understand the unique financial demands of UHNIs (ultra-high net worth individuals), families, and organizations, and we provide them with personalized financial planning to fulfil their needs. Our Portfolio Management Services offer you expert financial investment management aimed to work around your customized investment plans
We don’t charge any fees from clients to provide such services
Goal: Retirement Plan, Savings for future life
My investment goal seems to be fulfilled gradually, My money is getting invested in the right funds.
I like the fact that I get a Super-fast response.
Having a mobile app in future to track my investment would be helpful
Anupama
Young Software Engineer
Investment Goal: Retirement Planning
A trustworthy and competent group of financial advisors. Provides professional advice on how to manage and grow one’s money.
Shubhram
IT Professional
Goal: Creating wealth for early retirement
Mrs Komal understands the customer needs and based on her experience she suggested good investment options. I am very happy to see my investment portfolio on the track.
Shaina
Delivery Manager
Goal: My kid’s education
Initially, I had no idea how to plan my investments and achieve my goals. After meeting with Mrs Komal Thakur from The Gainers, clarity dawned.
I feel happy to see my investments perform well and march towards the target.
Shalini
Business woman
It’s almost back from 3 years I am connected to the PMS team of The Gainers, and the growth towards my financial goals are outstanding .Their contribution and advice while planning a complete structured process of achieving my financial goals has given me a complete relief from such a tedious work.
Suraj
Business Owner
For more than 5 years, I have been connected to The Gainers Portfolio Management Service. I’m glad they working smoothly their client’ risk tolerance and financial objectives and offer investment advice in line with those understandings. My capital has increased significantly over time thanks to the PMS team’s portfolio management, and I look forward to keeping up a long-term partnership with The Gainers
Swapnil
Business Owner
I’ve recently begun structuring my investing and tying it to particular objectives for the first time. The finest aspect is working with a committed financial advisor who has spent many hours getting to know me and my long-term objectives.
Sumit
Business Manager
We assist various high-profile families in managing their financial, trust, and estate companies, and providing them with differentiated and strategic investment prepositions. Our exclusive alliances with HR and lifestyle consultants, as well as education agencies, are another step in our mission to be a complete solution provider for our clients’ financial and personal goals.
The Gainers are the top wealth management firm, and a portfolio management service that assists corporations in prudently managing their excess funds. With access to major debt market participants, our in-house trading desk can provide corporates with one-of-a-kind solutions.
We strive to meet all of our clients’ needs by offering customised portfolio management services, tax advice, and succession planning. Through superior execution, risk mitigation, and the implementation of continuous monitoring mechanisms, we ensure strong portfolio governance.
Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.
Portfolio management service for ROI and wealth creation is a specialized investment service aimed at maximizing returns and creating long-term wealth by strategically managing investment portfolios.
Portfolio management service can help achieve higher ROI by employing expert fund managers who conduct extensive research, actively manage the portfolio, diversify investments, and make informed investment decisions to optimize returns.
Yes, portfolio management service is often tailored for long-term wealth creation goals. It focuses on creating a diversified portfolio and making strategic investment decisions that align with the client’s financial objectives and risk tolerance over the long term.
Yes, portfolio management service providers offer personalized investment strategies that consider the client’s risk tolerance, investment goals, time horizon, and liquidity requirements to create a customized plan for wealth creation.
Portfolio management services for wealth creation typically consider a mix of asset classes, including equities, fixed income securities, mutual funds, real estate, and potentially alternative investments, depending on the client’s risk profile and investment preferences.
Risk management in portfolio management service for wealth creation involves diversification, asset allocation, risk analysis, and monitoring to mitigate downside risk and protect the client’s capital while aiming to achieve sustainable long-term growth.
Yes, portfolio management service providers offer regular reporting and updates on the performance of the portfolio, progress toward wealth creation goals, and insights on market trends to keep clients informed.
The timeframe for wealth creation through portfolio management services can vary depending on factors such as the client’s goals, risk tolerance, and market conditions. It is generally considered a long-term strategy that spans several years or more.
Some portfolio management service providers offer tax planning strategies and advice as part of their services, helping clients optimize their investment returns and minimize tax liabilities within the legal framework.
When selecting a portfolio management service for wealth creation, factors such as the provider’s track record, expertise, investment approach, fees, client reviews, and their ability to align with your financial goals should be considered. Conducting thorough research and seeking advice from a qualified financial advisor can be beneficial in the decision-making process.
Komal is a highly qualified and experienced finance professional who has been working with The Gainers for over three years. She has an MBA in Finance and Operations from IMT Ghaziabad, one of the most reputed management institutes in India. She also has a Masters in Commerce and CA(Inter) qualifications.
As a part of The Gainers team, Komal is responsible for enhancing the customer experience and ensuring that their financial goals are met. She has a deep understanding of the banking, insurance, NBFC and education sectors, and has worked as a branch manager in a leading private sector bank before joining The Gainers. She has a proven track record of delivering excellent financial results and developing talent in her team.
Komal has also completed the CFGP Advanced Level Program, which is a comprehensive and rigorous course that covers both theoretical and practical aspects of financial planning. She has demonstrated her expertise and skills in various areas such as investment planning, retirement planning, tax planning, estate planning and risk management. She is committed to providing ethical and professional advice to her clients and helping them achieve their financial dreams.
Komal Thakur
Rohit is a seasoned financial expert with an MBA degree from ICFAI, Hyderabad, one of the most reputed institutions in the country. He has specialized in Banking and Insurance, and has a vast network of contacts in the industry.
Rohit’s passion for finance and his deep understanding of the market enable him to offer sound and reliable advice to his clients. He has over 14 years of experience in Investment Banking, Portfolio Management and Research, and has worked as a Branch Manager in a leading private sector bank in India. He has a proven track record of building long-term and trust-based relationships with his clients, and helping them achieve their financial goals. Rohit is dedicated to providing ethical and professional service to his clients, and tailoring solutions to their specific needs.
Rohit Thakur
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* Note: This service applies only to Indian NRIs leaving in other countries. This service does not apply to other countries citizens.
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ULIP enables the best of both worlds by offering the twin benefits of life insurance and market-linked returns. Hence, you have the opportunity to invest your money to earn higher returns, while taking care of your protection needs.
National Pension System (NPS) is a defined contribution based pension scheme wherein the subscriber contributes to his/her account regularly. Any Citizen of India with age between 18 to 65 years can join NPS. Under NPS, individual savings are pooled in to a pension fund which are invested by PFRDA regulated professional fund managers as per the approved investment guidelines in to the diversified portfolios comprising of Government Bonds, Bills, Corporate Debentures and Shares.
FeaturesChoice of fund option |
Tax Benefits & Pension PlanningVarious Tax Benefits available u/s 80 CCD 2 upto 1,50,000/- + upto Rs 50,000/- u/s 80 CCD 1 (B) as well as plan for retirement income. |
Ease of accessThe NPS account can be managed online. Once NPS account is opened, online access credentials is provided by CRA (KARVY). Subscriber can login and view/manage his NPS account online. |
