About Shree Rama Manag
Shree Rama Manag is a Financial Services company based in Kolkata (India) founded in 2022. It offers customized investment plans for high-net-worth individuals through SEBI-registered services. It operates on a B2B model. Shree Rama Manag offers products and services including SHREE WEALTH BUILDER PLAN, SHREE LAKSHMI PLAN, SHREE VRIDDHI PLAN, and SHREE DYNAMIC PLAN. Its focus areas include FinTech, Investment Tech, Portfolio Management and Equity Funds. Its legal entity in India is SHREE RAMA MANAGERS LLP (AAX-3239). Similar companies include Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street and 5 more; 4 of its 10 listed similar companies have raised funding.
Company details
Shree Rama Managers LLP is a SEBI-registered company specializing in portfolio management services for high-net-worth individuals, requiring a minimum investment of Rs 50 lakhs. They offer customized funds focused on capital appreciation and wealth creation across various market cycles. Led by experienced professionals like Abhishek Basumallick, the firm manages equity investments and provides tailored plans. Based in Kolkata, India, they serve investors seeking reliable financial solutions.
- Headquarters Kolkata, India
- SectorsFinancial Services
- Phone•••• ••••
- Website shreerama.co.in
- Social LinkedIn X
- Legal Name Shree Rama Managers Llp
- Date of Incorporation 08 Jun, 2021
- Jurisdiction Kolkata, West Bengal, India
Associated legal entities of Shree Rama Manag
Shree Rama Manag operates through Shree Rama Managers Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Shree Rama Managers Llp CIN AAX-3239 | Active | 08 Jun 2021 | Kolkata, West Bengal | – | – | 2 | View details |
Products & Services of Shree Rama Manag
Shree Rama Manag offers a comprehensive portfolio of products and services, including SHREE WEALTH BUILDER PLAN, SHREE LAKSHMI PLAN, SHREE VRIDDHI PLAN, and SHREE DYNAMIC PLAN.
Aims to deliver long-term capital appreciation across market cycles.
Focuses on generating capital appreciation over the long term.
Targets capital appreciation for long-term wealth creation.
Seeks to generate capital with relatively low market volatility.
Board of directors of Shree Rama Managers Llp (Shree Rama Manag)
Shree Rama Managers Llp is the primary company behind Shree Rama Manag. The board of Shree Rama Managers Llp currently have 2 directors; the longest-serving is Mohit Beriwala, appointed in 2021.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mohit Beriwala DIN 09197460 | Designated Partner | 08 Jun 2021 | 5 yrs 4 mo | Shree Rama Managers Llp |
| Vibhor Beriwala DIN 08764392 | Designated Partner | 08 Jun 2021 | 5 yrs 4 mo | Shree Rama Managers Llp |
Similar companies to Shree Rama Manag
Shree Rama Manag has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed similar companies of Shree Rama Manag
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Top companies in Private Equity Funds
10 companies that operate in the same segment as Shree Rama Manag (Private Equity Funds), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | – | USD 6.2 B | 3,200 | |
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | – | USD 238.01 M | 969 | |
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | – | USD 3.15 B | 3,200 | |
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | – | USD 20.29 B | 4,830 | |
Acquisitions are targeted by Novacap, a private equity firm. | 1981 | Brossard, Quebec, Canada | – | – | 298 | |
Digital infrastructure and real estate investments are managed by DigitalBridge. | 2013 | Manchester, Greater Manchester, United Kingdom | – | USD 607.03 M | 324 | |
Limited information is provided about Onex's activities. | 1984 | Toronto, Ontario, Canada | – | USD 293.91 M | 373 | |
Data infrastructure companies are targeted for private equity investments. | 2001 | San Francisco, California, United States | – | – | 60 | |
Private equity investments are directed toward multiple sectors. | 1986 | Washington, District Of Columbia, United States | – | USD 4.79 B | 2,300 | |
A private equity firm focused on mid-market software leaders. | 1990 | Menlo Park, California, United States | – | USD 164.06 M | – |
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Frequently Asked Questions about Shree Rama Manag
Shree Rama Manag was founded in 2022.
Shree Rama Manag is headquartered in Kolkata, India. It is registered at Kolkata, West Bengal, India.
Shree Rama Managers LLP is a SEBI-registered company specializing in portfolio management services for high-net-worth individuals, requiring a minimum investment of Rs 50 lakhs. They offer customized funds focused on capital appreciation and wealth creation across various market cycles. Led by experienced professionals like Abhishek Basumallick, the firm manages equity investments and provides tailored plans. Based in Kolkata, India, they serve investors seeking reliable financial solutions.
Shree Rama Manag's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Shree Rama Manag offers SHREE WEALTH BUILDER PLAN, SHREE LAKSHMI PLAN, SHREE VRIDDHI PLAN, and SHREE DYNAMIC PLAN.
Shree Rama Manag operates through Shree Rama Managers Llp.
The legal entities of Shree Rama Manag currently have 2 directors, including Mohit Beriwala, Vibhor Beriwala.