We assist various high-profile families in managing their financial, trust, and estate companies, and providing them with differentiated and strategic investment prepositions. Our exclusive alliances with HR and lifestyle consultants, as well as education agencies, are another step in our mission to be a complete solution provider for our clients’ financial and personal goals.
The Gainers are the top wealth management firm, and a portfolio management service that assists corporations in prudently managing their excess funds. With access to major debt market participants, our in-house trading desk can provide corporates with one-of-a-kind solutions.
We strive to meet all of our clients’ needs by offering customised portfolio management services, tax advice, and succession planning. Through superior execution, risk mitigation, and the implementation of continuous monitoring mechanisms, we ensure strong portfolio governance.
Goal: Retirement Plan, Savings for future life
My investment goal seems to be fulfilled gradually, My money is getting invested in the right funds.
I like the fact that I get a Super-fast response.
Having a mobile app in future to track my investment would be helpful
Investment Goal: Retirement Planning
A trustworthy and competent group of financial advisors. Provides professional advice on how to manage and grow one’s money.
Goal: Creating wealth for early retirement
Mrs Komal understands the customer needs and based on her experience she suggested good investment options. I am very happy to see my investment portfolio on the track.
Goal: My kid’s education
Initially, I had no idea how to plan my investments and achieve my goals. After meeting with Mrs Komal Thakur from The Gainers, clarity dawned.
I feel happy to see my investments perform well and march towards the target.
It’s almost back from 3 years I am connected to the PMS team of The Gainers, and the growth towards my financial goals are outstanding .Their contribution and advice while planning a complete structured process of achieving my financial goals has given me a complete relief from such a tedious work.
For more than 5 years, I have been connected to The Gainers Portfolio Management Service. I’m glad they working smoothly their client’ risk tolerance and financial objectives and offer investment advice in line with those understandings. My capital has increased significantly over time thanks to the PMS team’s portfolio management, and I look forward to keeping up a long-term partnership with The Gainers
I’ve recently begun structuring my investing and tying it to particular objectives for the first time. The finest aspect is working with a committed financial advisor who has spent many hours getting to know me and my long-term objectives.
The portfolio is managed by skilled veterans with extensive equity market experience. They manage the portfolio in accordance with the strategy communicated to clients.
Investing in PMS in India is a way to diversify the risk of the stock market and thereby lessen the impact of negative occurrences on the portfolio.
PMS typically have a concentrated stock portfolio, it has a better chance of outperforming the underlying index, especially if the portfolio is recalibrated to account for market volatility.
Portfolio management service for HNIs is a specialized investment management service that caters to the unique needs of high net worth individuals, providing personalized investment strategies and expert management of their portfolios.
Portfolio management service benefits HNIs by offering customized investment strategies, access to expert professionals, active portfolio management, risk diversification, and regular reporting to optimize returns and preserve wealth.
The minimum investment requirement varies among portfolio management service providers. It typically ranges from several lakhs to crores of rupees, depending on the provider and their offering.
Investment decisions in portfolio management service for HNIs are made by experienced fund managers and investment professionals who analyze market trends, conduct research, and actively manage the portfolio based on the client’s objectives and risk tolerance.
Portfolio management service fees for HNIs usually include a management fee based on a percentage of assets under management (AUM) and, in some cases, a performance-based fee linked to the portfolio’s performance. The specific fee structure varies among providers.
Risk management in portfolio management service for HNIs involves various techniques such as asset allocation, diversification, hedging strategies, and active monitoring to mitigate downside risk and protect the client’s wealth.
Yes, portfolio management service for HNIs allows customization of investment preferences to align with the client’s financial goals, risk tolerance, and specific investment requirements. The investment strategy can be tailored accordingly.
Yes, portfolio management service providers for HNIs are regulated entities. They must comply with the regulatory requirements of the respective country or region in which they operate.
Yes, portfolio management service providers typically offer real-time monitoring platforms or regular reporting to keep HNIs informed about their portfolio performance, asset allocation, and market insights.
HNIs should consider factors such as the provider’s track record, investment approach, expertise, reputation, fee structure, client servicing capabilities, and compliance with regulations when selecting a portfolio management service provider.
Komal is a highly qualified and experienced finance professional who has been working with The Gainers for over three years. She has an MBA in Finance and Operations from IMT Ghaziabad, one of the most reputed management institutes in India. She also has a Masters in Commerce and CA(Inter) qualifications.
As a part of The Gainers team, Komal is responsible for enhancing the customer experience and ensuring that their financial goals are met. She has a deep understanding of the banking, insurance, NBFC and education sectors, and has worked as a branch manager in a leading private sector bank before joining The Gainers. She has a proven track record of delivering excellent financial results and developing talent in her team.
Komal has also completed the CFGP Advanced Level Program, which is a comprehensive and rigorous course that covers both theoretical and practical aspects of financial planning. She has demonstrated her expertise and skills in various areas such as investment planning, retirement planning, tax planning, estate planning and risk management. She is committed to providing ethical and professional advice to her clients and helping them achieve their financial dreams.
Are you getting highest ROI?
* Note: This service applies only to Indian NRIs leaving in other countries. This service does not apply to other countries citizens.
Maximize Your Financial Investment Portfolio
Contact Us To Enhance Your ROI
Get Your Portfolio Managed
Grow Your Wealth with us
Are you getting highest ROI?
Do want a certified financial planner?
Are you getting highest ROI?
ULIP enables the best of both worlds by offering the twin benefits of life insurance and market-linked returns. Hence, you have the opportunity to invest your money to earn higher returns, while taking care of your protection needs.
National Pension System (NPS) is a defined contribution based pension scheme wherein the subscriber contributes to his/her account regularly. Any Citizen of India with age between 18 to 65 years can join NPS. Under NPS, individual savings are pooled in to a pension fund which are invested by PFRDA regulated professional fund managers as per the approved investment guidelines in to the diversified portfolios comprising of Government Bonds, Bills, Corporate Debentures and Shares.
FeaturesChoice of fund option |
Tax Benefits & Pension PlanningVarious Tax Benefits available u/s 80 CCD 2 upto 1,50,000/- + upto Rs 50,000/- u/s 80 CCD 1 (B) as well as plan for retirement income. |
Ease of accessThe NPS account can be managed online. Once NPS account is opened, online access credentials is provided by CRA (KARVY). Subscriber can login and view/manage his NPS account online. |
