About Portfolio Ind
Portfolio Ind is a Financial Services company based in Udaipur (India) founded in 2023. It provides wealth management and investment advice for non-resident Indians in India. It operates on a B2C and Advisory Services model. Portfolio Ind offers products and services including Equity Investments, Fixed Income Investments, Mutual Funds, and Offshore Investments. Its focus areas include FinTech, Investment Tech, Wealth Management and NRI Services. Its competitors include TraQpro, Cryptzo Engineering and MFstreet.
Company details
Portfolio Ind is a wealth management firm based in Udaipur, India, specializing in services for non-resident Indians. It offers equity investments, fixed income products, mutual funds, and offshore investments through personalized portfolio management. The company assists with estate planning, risk assessment, and financial advice, helping clients achieve their objectives while managing risks effectively. With a team of experts, it focuses on tailored solutions for high-net-worth individuals.
- Headquarters Udaipur, India
- SectorsFinancial Services
- Email••••••••
- Website portfolioind.com
Products & Services of Portfolio Ind
Portfolio Ind offers a comprehensive portfolio of products and services, including Equity Investments, Fixed Income Investments, Mutual Funds, and Offshore Investments.
Service for investing in Indian equities and stocks.
Offers bonds and fixed deposits for stable returns.
Guidance on selecting funds based on performance and risk.
Assistance with international investments for diversification.
Competitors of Portfolio Ind
Portfolio Ind has 3 listed competitors in our database. They include TraQpro, Cryptzo Engineering and MFstreet.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| traqpro.in | 2014 | Patna, India | Provides comprehensive mobile asset management solutions for efficient tracking and control. | |||
| cryptzo.net | 2015 | Raigad, India | 76 | Manufactures and supplies clean agent fire suppression systems for business asset protection. | ||
| mfstreet.com | 2020 | Noida, India | A digital platform delivering personalized investment solutions, tracking, and wealth coaching for individuals and families. |
Detailed competitors of Portfolio Ind
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Portfolio Ind (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Portfolio Ind
Portfolio Ind was founded in 2023.
Portfolio Ind is headquartered in Udaipur, India. It is registered at Udaipur, Rajasthan, India.
Portfolio Ind is a wealth management firm based in Udaipur, India, specializing in services for non-resident Indians. It offers equity investments, fixed income products, mutual funds, and offshore investments through personalized portfolio management. The company assists with estate planning, risk assessment, and financial advice, helping clients achieve their objectives while managing risks effectively. With a team of experts, it focuses on tailored solutions for high-net-worth individuals.
Portfolio Ind's top competitors include Cryptzo Engineering, TraQpro and MFstreet.
Portfolio Ind offers Equity Investments, Fixed Income Investments, Mutual Funds, and Offshore Investments.