Personalized Portfolio Management for NRI's

Accumulation  Expansion  Taxation Transmission 

About Us

Established with 15 years of experience in Banking and Private Wealth Management and serving HNWIs, Nri and corporates.
Years of Experience
0 +
Countries
0 +

Private Wealth Solutions

At Portfolio Ind, we offer a range of products and solutions designed specifically for non-resident Indians (NRIs) to effectively manage their portfolios and achieve their financial objectives. Here are some of our key offerings:
▬ Personalise Portfolio▬

We personalise your portfolio in few steps

Understanding your needs
  • Investment Objective
  • Time Horizon 
  • Risk Appetite  
Arriving at the right location allocation
  • As per your need, a suitable risk profile is assigned
  • We arrive at equity valuation considering various relavant ratios which helps us in arriving proper asset allocation for clients
  • Increase equity allocation when markets are undervalued and reduce when overvalued
Product Selection
  • Inhouse fund selection model, back-tested for performance consistency 
  • Risk mitigation scores monitored on a monthly basis 
  • In-depth due diligence of all products across asset classes  
Regular Checks
  • Quarterly Portfolio Reviews

7.39 L

Bank

9.25 L

Bank FD

10.00 L

Sensex

14.92 L

Portfolio Ind

Credit Solutions

We are business associated with Private banks, Public banks, MNC banks & NDFCS to provide expansion to your bussiness.
SME Loans
Workup Capital Loans
Loan against security & IPO
ESOP & IPO funding
▬ Why Us ▬

Portfolio Ind

digital_invest
Digital Investing Platform
Businesswoman using a tablet to analysis graph company finance strategy statistics success concept and planning for future in office room.
Periodic Portfolio Review
different-approache
Unbiased Portfolio Approach
nri
Specialized NRI Portfolio Management

Portfolio Review

Client Risk Profiter

▬ Contact ▬

Interest in Bespoke Portfolio Management

Let your money work for you
▬ Blog ▬

Latest Blogs

▬ Testimonials ▬

What our customers say

Customers praise Portfolio Ind for their in-depth knowledge of the market, their ability to provide customized investment advice and their consistent track record of successful investment outcomes.

0
Satisfied Customers
Portfolio Ind is the ideal investment platform. It has a user-friendly interface, excellent customer service, high investment returns, and a well-diversified portfolio. Highly recommended for wealth growth!
Mark B. Opp
Customer
Portfolio Ind is a top investment platform with a user-friendly interface, excellent customer service, consistently high returns, and a diversified portfolio. Highly recommended for those looking to invest in the stock market.
Patrick E. Owens
Customer