Portfolio Management Services (PMS) Nearby
Top Portfolio Management Services (PMS) in Bhadrappa Layout, Bangalore as on Oct 05, 2025
Five and Two Capital
We are into into wealth creation and protection for last 5 years, with hundreds of client's in the city and outside..
"Service was excellent by this company...."
"Good sulekha app..I Am happy"
Solanky Investments
Solanky investment is a venture started by financial stalwarts to cater specific needs of individuals/ corporates. Venture has cumulative pre existing experiance of around 40 odd years in the financial sector. The idea behind this venture is to optimise the value of the money in the hands of individual and corporate. In todays financial sector, there are lot of ambiguity while making an investments and majority of the time it is without any goals. We feel the the venture has an opportunity to create value to end user and make their investments some goal oriented sense.
"Nice investment experience with Solanky"
Capstone Investments
Capstone Investment is a Wealth Advisory firm set up by a professional with 18 years experience in Banking, Capital Markets, Broking, Insurance and Investment advisory. Capstone offers clients investment opportunities in a diverse range of products like Equity Mutual Funds, Debt (Mutual Funds and Fixed Deposits), Real Estate, Private Equity, Structured products and Equity / Debt IPOs. Capstone also provides Insurance, both Life (Term, Child, Pension etc.) and General (Health, Auto, Home, Factory etc.) to its clients. Capstone Investments provides comprehensive Financial Planning services - like a comprehensive Child Planning, Retirement Planning, Cash flow analysis and shortly Succession planning through Wills. LinkedIn Profile: https://www.linkedin.com/pub/praveen-kumar/11/3a6/ab
"It is an excellent stock marketing company for investments. You can use Sookshma Stocks BSE android app for easiness onhttps://play.google.com/store/apps/details id=com.sookshma.stockmarket"
Wealthsecure
Right Advice. Right Time WealthSecure is born out of a desire to offer well-researched solutions that can help you take the right decisions in your life, centered around wealth creation, preservation and sharing it with your next generation. We pay attention to all the details that you volunteer through a financial planning exercise and help you find out who you are as an investor and who you need to be, to meet your financial goals. With the end objective of your maximum wealth creation and smoother risk management, we shall help you implement the necessary strategies through various financial products like Mutual Funds, Stocks, PMS, Bonds, etc.
We started the business since 5 years ago. We have higher worth clients and also good customer support.
We provide cashless Health card for family, individual, Senior citizen, diabetes patient, Cardiac patient, Cancer patient,Group health insurance,Accident policy and overseas travel policy including US and Canada.
"Recently I have taken the medical Insurance from this insurance agency. It is for 2 adults and 2 kids. The premium charges is reasonable. Their response and service is really good."
"I have tied up with star Health for the medical insurance and I am satisfied with the terms and conditions, I have taken one year policy and have paid 5000rs."