About PORTFOLIO MANAGEMENT SERVICES

Portfolio Management Services was started in the year 2008. We at Kfintech work for issuers where we mainly focus on global strategy creation which includes strategy and order definition. Thereafter, we cater to portfolio modelling & account mapping and discretionary orders and non-discretionary orders.
Thus, the wide reach and range helps us in providing expertise services in:

  • Portfolio Transactions
  • Financial Accounting
  • Fee Management
  • Performance
  • OUR SERVICES

    Client On-Boarding

    Revenue Management

    Investment Accounting

    Order/ Trade Management

    Reconciliation and MIS

    Client Reports