Top Portfolio Management Services (PMS) in Bangalore as on Mar 16, 2025

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M
Koramangala, Bangalore, 560080
Business ratings 4.3/5 Based on 3 reviews
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Response Time: Within 15 MinsSulekha score: 9Working hours: 9:30 AM to 7 PM
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Hired on Sulekha: 1 time

Motilal Oswal Securities Ltd. is a reputed name in Financial Services with group companies providing services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Principal Strategies & Home Finance. Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock broking company and has blossomed into well-diversified firm offering a range of financial products and services. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. Our core purpose is to be well respected and preferred global financial services organisation enabling wealth creation for all our customers. Motilal Oswal Securities' advice is based on the solid foundation of research. We give utmost importance to research and use cutting-edge technology to disseminate it to our customers. Our research has received extensive media coverage and consistently won awards, showcasing our robust research capabilities. Our accolades include being awarded 'Best Performing National Financial Advisor - Equity Broker' for four years in a row at the UTI-CNBC TV18 Financial Advisor Awards. As a retail broking customer, you can trade in Equity, Derivatives, Commodities, Currencies, Mutual Funds, IPOs, Bonds, and Insurance through us. Trade on BSE, NSE, NCDEX & MCX through the Web, Mobile, Desktop or Call-n-trade. From a share trading company to a diversified financial services company our journey of wealth creation for all our customers continues. Why Us?Industry Leader6-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards30 years of wealth creation driven by the philosophy of Solid Research, Solid Advice9,00,000+ customers with Rs.44,963 Cr. plus depository assetsPAN India coverage across 2,200+ locations in over 500+ cities Solid ResearchIndia 's Best Market Analyst Award for IT & FMCG sector by Zee Business30,000+ research reports across 230+ companies and 21+ sectorsDedicated large cap, mid cap & technical research teamsDaily, weekly, monthly, quarterly & yearly reports across asset class Solid AdviceAdvice on Equity, Derivatives, Commodity, Currency and Mutual FundsAvailable across all devices - Mobile, Tablet, Desktop and WebCustomized actionable strategies to suit investment styles & risk profilesAdvanced tools & strategies for various time horizons ranging from hours, days, weeks months and years Solid TechnologyPowerful, fast & secure technology across all platforms - Mobile, Tablet, Desktop and WebTrade, Invest, Track, Review through a single loginAward-winning Research & Solid Advice across all asset classesLIVE streaming quotes and technical charts to help you make the right decision Products & ServicesOne-stop financial superstore to get access to a range of products & servicesOption to trade across exchanges - BSE, NSE, NCDEX, MCX, MSEIAll products backed by our customised solid research & adviceRobust trading platforms, highly skilled dedicated advisors and Call & Trade desk Operational EfficiencyIndia 's first broker to offer 15 min, 100 % paperless trading and Demat accountInstant day account activation upon receipt of applicationDedicated customer service team with a 6-hour query resolution TATCustomer-centric Risk Management System and real-time payouts  

Subodh Jha from Bangalore

"Really It's is very useful for me and you give a suitable investment plan thank you guys,I approached this consultancy Motilal Oswal Securities Ltd, Koramangala for Investment consultancy service,they have charged me 50000 for this service,the way of response was nice and they are very professional,I got shares Investment consultancy service I got from them, I am totally satisfied with this consultancy."

Basavaraj S Halli from Bangalore

"I have invested in Motilal Oswal Securities Ltd, Koramangala under Stocks & shares category. I have invested 50000 in this consultancy. The returns in the suggested category has been good. Also I find the services to be prompt and reliable. Happy with their service."

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P
Vijayanagar, Bangalore, 560040
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Sulekha score: 6.9Working hours: 9 AM to 8 PMYears of Experience: 9

Welcome to P AND N ASSOCIATES, your trusted partner in investment consulting. Our team of certified financial planners are dedicated to helping you make the most out of your investments. With our expert advice and personalized services, we strive to help you achieve your financial goals. Our services include investment planning, portfolio management, and stock market advice. We have been in the business for 10+years and have a strong track record of successfully guiding our clients towards financial success. Our office is located in the bustling area of Pattanagere Rajarajeshwari Nagar, and our team is available during working hours to assist you. Trust us to take your investments to the next level.

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I
Hastings, Kolkata, 700069 ( Also serves in Bangalore )
Business ratings 5.0/5 Based on 2 reviews
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Response Time: Within 60 MinsSulekha score: 9.5Working hours: 10:00 AM to 6:00 PM
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Years of Experience: 8

From the tech halls of NIT Durgapur to the strategic classrooms of IIM Kozhikode, her love for financial understanding took root. Now, as the founder of Invest My Paisa, she has helped over 615 clients manage their assets, with a collective worth of over 185 crores. Beyond her professional achievements, Nidhi Rungta has empowered over 500 individuals by delivering financial literacy through 13 diverse webinars and workshops. Additionally, we were selected for the Goldman Sachs 10k Women Program, receiving free mentorship from IIM Bangalore.

Raghav from Kolkata

"Invest My Paisa has truly simplified financial planning for me. The expert team provides practical advice that actually works. Highly recommended!"

Guest from Kolkata

"Invest My Paisa is redefining how financial planning should be done. Their attention to detail and focus on client goals are unmatched. I highly recommend their services to anyone looking for financial growth"

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A
Seshadripuram, Bangalore, 560020
Sulekha score: 3

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M
Jayanagar, Bangalore, 560053
Sulekha score: 0.1Working hours: 9 AM to 6 PM

Sriram from Bangalore

"There is a lot of options about the coverage. It is you who decides what coverage you want or need.Money Guide offers many different options and it is what you chose."

Surekha from Bangalore

"Insurance can take care of all your needs I got a great deal on my Medical insurance Money Guide saved me quite a bit of money they also has a very friendly and inviting staff and you can tell they enjoy working there they will take good care of you"

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V
Adugodi, Bangalore, 563125
Year of Experience: 1

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D
Rajaji Nagar, Bangalore, 560010

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