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Portfolio Management incorporates management of client’s portfolio (discretionary & non-discretionary) and research services for the benefit of our clients. In general, portfolio management is more than just research, as it can encompass all parts of a person's financial life. This service is particularly advisable for investors who cannot afford to give time or don't have that expertise for day-to-day management of their equity portfolio.
Our Portfolio Management Service is a product wherein an investment portfolio is created to suit the investment objectives of a client. We at Eureka Portfolio Management Services Pvt Ltd invest your resources into multiple assets depending on your risk-return profile. Every individual has unique financial needs and goals and so, are our portfolio management services for them. Our executives cater to client's unique preferences by creating tailor made financial solutions for them.

  • At Eureka, we believe in partnering you in every step by offering end to end solution for achieving your financial goal like Education to retirement. We provide an edge to our clients through the following:
  • Dedicated portfolio managers to understand the financial needs and aims of clients
  • Assessing the unique needs and creating unique portfolios
  • Innovative, customized and structured solutions to our clients
  • Transparency in all our dealings
  • Long term View with systematic and sustainable wealth generation especially for youth
  • Performance tracking & rebalancing of investment options according to changing market conditions at regular intervals