10 Most Promising Portfolio Management Service Providers in Mumbai - 2025

Ssuneet Kabra & Pawan Bharaddia, Co-Founders, CEO & CIO

Offers a vast industry network for channel checks, business tracking, concentrated portfolio management with active engagement and private equity approach

Sandip Agarwal, CEO & Chief Fund Manager

Provides investment opportunity for long term and scrutinized investments with in-house research, bottom-up approach, and risk management strategies

Vijay Bharadia, Founder & CIO

Bringing high-quality investments with promoter integrity, the company’s two major core values are increasing profitability metrics and effective price consideration

Rishi Gupta, CEO & Managing Partner

Provides efficient asset management solutions along with portfolio management services and alternative investment fund

Sneha Jain, Founder & CEO

Offers comprehensive suite of financial services tailored to meet unique needs of their clients, from strategic investment planning and portfolio management to wealth preservation strategies

Fark Tari, CEO

Provides AI mutual funds, AI portfolio optimization, goalbased planning, and regular monitoring and managing of portfolio

Zeenal Jatin Mehta & Dharmendra Kumar Yadav, Directors

Offers Zero Commission on Mutual Fund Investments/SIPs and portfolio advisory with an expert financial services

Kaveri Gupta, Founder

Provides services including investment review, funds selection, and save tax schemes with utmost assurance for safe and secure funds

Mehul Trivedi, CEO

Offers Investment advisory, portfolio management, investment research, and private equity

Amrita Farmahan, CEO & MD

Provides Portfolio Management Services, Mutual Funds, Capital Market Investments, Fixed Income Instruments, Real Estate Investments, Insurance Solutions, and Comprehensive Financial Planning