Portfolio Advisory & Management and Client Servicing – Advising the Portfolios of Retail/HNI Client for the entire line of services using various ‘Investment & Arbitrage Strategies’. Client servicing includes assisting them on blanket of issues relating to compliance, trading, settlement etc.
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Vikas and team takes care of everything proactively, has fine knowledge of managing portfolios and suggesting the best at all times. Highly recommended!
vinod razdan
2025-05-20
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ankur mittal
2025-05-20
Trustindex verifies that the original source of the review is Google.
Excellent service with deep knowledge of the products
gaurav sethi
2025-05-20
Trustindex verifies that the original source of the review is Google.
Very good experience
Atul Khanna
2025-05-20
Trustindex verifies that the original source of the review is Google.
Vikas ji very good at his work , he always give excellent advise .I have earned so much because of his intellect.
Prateek Bhatnagar
2025-05-20
Trustindex verifies that the original source of the review is Google.
ARVIND
2025-05-19
Trustindex verifies that the original source of the review is Google.
nidhi goel
2025-05-19
Trustindex verifies that the original source of the review is Google.
Shaloo Baijel
2025-05-19
Trustindex verifies that the original source of the review is Google.
I’ve had a great experience with Portfolio. The team is super knowledgeable, easy to work with, and always quick to respond. They’ve made managing my finances so much simpler and less stressful. Highly recommend!
MARC & VINENZIA
2025-05-19
Trustindex verifies that the original source of the review is Google.
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