Portfolio Management Services

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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

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Brokerage and Trading Firms

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Asset Management Companies

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Hedge Funds

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Mutual Fund Managers

Benefits

  • 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

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Flexibility

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Process Improvements

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Independent View

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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.