Portfolio Management

Welcome to a world where your financial goals are within reach, thanks to our expert Portfolio Management Services (PMS). We are a reputed Portfolio Management Service Company in India, dedicated to transforming your investment dreams into reality.

Your capital deserves nothing but the best in the intricate realm of investments. That’s where we come in, with our PMS in India, professionally designed to offer you peace of mind and financial growth. No longer does navigating the financial market need to feel like a maze as we pave the way towards a successful financial journey.

Our team of experts specializes in professional portfolio management. With an in-depth understanding of market trends, a sharp eye for opportunities, and a commitment to client-centric services, we strive to maximize your returns while safeguarding your capital. Our proven strategies are shaped around your risk tolerance, investment horizon, and financial goals, creating a perfect balance of safety, growth, and income.

We recognize that your financial goals are unique, and so should be your investment portfolio. That’s why, at our portfolio management service company, we don’t believe in a one-size-fits-all approach. Instead, we focus on understanding your specific needs, aspirations, and financial landscape to provide you with a customized investment strategy.

Investing is not just about placing your money in stocks or bonds; it’s about understanding market movements, adjusting to economic shifts, and making smart decisions. Our PMS in India offers you the advantage of professional expertise, thorough research, and strategic execution to turn your investment into a wealth-generating tool.

Empower your financial journey with our portfolio management services in India. Discover the potential of professional portfolio management and get closer to your financial goals. Trust us to be your steadfast partner in this journey of wealth creation and financial empowerment.

Let us handle the complexities of the financial world while you enjoy the peace of mind and security of knowing your investments are in good hands. Make the smart choice today, and step into a future where your financial goals are not just dreams but a reality, because at Eureka, we believe in creating wealth that lasts.

Experience the difference professional portfolio management can make. Choose our portfolio management services in India, where your financial aspirations meet expert strategies. Welcome to a world of profitable and smart investments.

What Professional Portfolio Management Comprises?

Professional Portfolio Management Services encompass a wide array of financial strategies tailored to align with your unique financial objectives. These services are designed to deliver the perfect blend of wealth creation, risk management, and consistent growth, all handled by experienced financial experts for a stress-free investing journey. Eureka’s professional portfolio management entails:

SWOT analysis of investment opportunities

Maximizing returns on investment

Managing risk in the best way possible

Ensuring diversification and flexibility of portfolio

About Portfolio Management

Benefits of Eureka Portfolio Management

Decades of experience with investment portfolios
Innovative and structured solutions for diversification and profitability
Transparency and ethics while managing portfolios
Long-term wealth accumulation through sound investments
Performance tracking and rebalancing of investments

Highest Qualification

Work Experience (no. of years)

Highest Qualification

Work Experience (no. of years)

Ramesh Kumar Somani

Chairman & Managing Director

Chairman of Eureka group. He joined the family business in the year 1979 under the guidance of our beloved Late Paras Ram Somani Ji. He was the visionary of retail broking and lead Eureka to being the largest retail broking house of eastern India. Currently he is associated with various organizations for social welfare and is involved in service to the society.

Rajesh Kumar Somani

Chief Executive Officer

CEO of the Company, is the heart behind the driving force of Eureka. He joined the company in 1987, with his niche market knowledge. A hardcore and passionate trader, he shoulders the huge AP and Branches network spreading across the country. On personal front, known to few, he is a sports enthusiast and has also captained the State Basketball Team.

Rakesh Somani

Wholetime Director

Wholetime Director at Eureka Stock & Share Broking Services Limited has over 30 years of experience in Capital Markets. On academic front, a B.Com Hons. Graduate from St. Xaviers, Kolkata. He is a Rank Holder Chartered Accountant (CA), Cost Accountant & DBF (ICFAI). He is an Ex-National President & Regional Chairman of ANMI and has chaired AFIE, an International Association for promotion of Investor Education. Mr. Rakesh Somani has also presided ASF i.e Asia Securities Forum, where 22 countries are members. He has undergone Capital Market Training programs conducted by KOFIA (Korea) and JSDA (Japan). He had also served as Advisory Committee Member of NSE, BSE, ICCL and MSEI.

Anurag Somani

Executive Director

As the torchbearer of the third generation, he brings a vibrant and youthful energy to the organization. Beginning his career as a Tax Consultant at KPMG, he eventually joined Eureka to establish and expand the Group’s portfolio management division, offering top-tier investment planning services to investors. He is also the visionary behind the establishment of the Group’s Insurance and Bond platform. Academically accomplished, he holds impressive rankings as a Chartered Accountant (CA) and Company Secretary (CS).

Akhil Somani

Director & Chief Investment Officer (CIO)

The youngest Director on the Board at Eureka, Akhil is a finance professional with a PGM from the University of Melbourne. He combines his strong financial background and expertise with a tech-savvy mindset, making him the ideal candidate to spearhead Eureka’s journey towards ground breaking and cutting-edge technologies. Akhil aims to present the world with an exceptional trading experience, combining his skills, resources and Gen-Z spirit to redefine industry standards.

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