Portfolio Management

Lakshmi Fincorp offers a tailor-made investment product – Portfolio Management Services to reach sustainable investment decisions. Considered as one of the best Certified Financial Planners in Pune we aim to build a diversified portfolio that has a proportionate mix of currency, commodity, derivatives and more with benefits like robust risk management, and seamless reporting. As a top portfolio management service company in Pune, we are ideal service partners for affluent individuals, business owners, and high net worth investors.   

Customized Portfolio Management Services in Pune

Generating optimum returns with minimal risk is the biggest USP as the ownership is always with the investor. Our portfolios are strategized on the pillars of customized solutions and cross-platform analysis; which makes us the best portfolio management services in Pune.