Portfolio Management Research Support


While you focus on maximizing your shareholders’ value, we focus on arming you with the right tools to achieve your goals. We offer a wide array of portfolio support services to assets / fund managers and assets management companies.

  • Portfolio valuation and reporting
  • Portfolio maintenance support
  • Fund comparison and monitoring
  • Fund performance evaluation
  • Fund research, portfolio research and measurement
  • Fund raising support (private placement memorandum, fund profiling)
  • Performance attribution analysis
  • Factsheet, client and investor presentation
  • NAV report
  • Management meets notes, board meeting notes support
  • Pre-earnings and event-based reports
  • Primary / market research

Who we serve


Brokerage and Trading Firms


Asset Management Companies


Hedge Funds


Mutual Fund Managers


  • Reduced research cost
  • Focus more on high value core activities rather than mundane tasks
  • Greater flexibility to right-size organization
  • Ability to scale research universe on demand
  • Source in-depth analysis across industries and geographies
  • Quality output, produced by SOP-driven approach and multiple quality checks

Our Value Proposition




Process Improvements


Independent View


Cost Reduction

Engagement modelExclusive attention. Absolute transparency.

Dedicated Model
(Resource Augmentation)

Leverage our dedicated team of analysts who work as an extension of your own team for a mix of regular and ad-hoc research needs.

Bespoke Projects
(Project-based Assignment)

Engage us for project-based research needs for ongoing deals, one-off project or short-term resource ramp-up on demand.

On-demand Model
(Block of Hours)

Get dedicated hours for the year/month as per your requirement to deploy on-demand resources.