About HB Portfolio
HB Portfolio is a company based in Gurugram (India) founded in 1994 by Jagmohan Lal Suri. The company has 7 employees as of March 31, 2024. HB Portfolio offers products and services including Investor Platform and Corporate Services. HB Portfolio operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Gurugram, India
- Employees 7 as on 31 Mar, 2024
- Founders Jagmohan Lal Suri
- Stage Public
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Hb Portfolio Limited
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Annual Revenue
$3.28 M (USD)-53.5as on Mar 31, 2025
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Net Profit
-$6.19 K (USD)-100.75as on Mar 31, 2025
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EBITDA
$369.76 K (USD)-64.48as on Mar 31, 2025
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
7
as on Mar 31, 2024
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IPO & Listings of HB Portfolio
HB Portfolio is a publicly listed company on the BSE with ticker symbol HBPOR in India, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of HB Portfolio
HB Portfolio offers a comprehensive portfolio of products and services, including Investor Platform and Corporate Services.
Platform for managing investor relations and corporate information
Services for board management and fair practice compliance
Funding Insights of HB Portfolio
Detailed funding history for HB Portfolio
Round names, dates, amounts, investors, and valuation history require an active premium plan.
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- Funding amounts
- Participating investors
- Valuation history
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Investments & Acquisitions by HB Portfolio
Investment portfolio details for HB Portfolio
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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Financial Statements - HB Portfolio
Detailed financials for HB Portfolio
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
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Hb Portfolio Comparisons
Peer comparison for HB Portfolio
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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Competitors of HB Portfolio
HB Portfolio operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Mutual funds, portfolio management, and retirement planning services are offered.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Detailed competitors of HB Portfolio
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Hb Portfolio
Complete news archive for HB Portfolio
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
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Frequently Asked Questions about HB Portfolio
HB Portfolio was founded in 1994.
HB Portfolio is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
As of Mar 31, 2024, the latest employee count at HB Portfolio is 7.
Annual revenue of HB Portfolio is $3.28M as on Mar 31, 2025.
HB Portfolio Limited was founded in 1994 and operates as an investment management firm based in Gurugram, India. Focus is placed on diversified portfolios involving securities. Management of investments is handled through structured approaches in the financial sector. Key leadership includes the founder and director, Jagmohan Lal Suri, alongside Managing Director Anil Goyal. Operations remain centered on securities investments within the Indian market.
HB Portfolio's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
HB Portfolio offers Investor Platform and Corporate Services.
Yes, HB Portfolio is publicly traded on BSE under the ticker symbol HBPOR.
The ticker symbol of HB Portfolio is HBPOR on BSE.