Sai PortFolio is a medium sized firm in Noida with a team of dynamic professionals serving its clients. "Mr. Sameer Kumar Singh is the founder of the firm. He is practicing since 2000. He has rich experience (more than 18 Years). The firm's constant endeavor is to craft a premier focused professional practice providing high quality services and integrating value added knowledge, for its people, clients and society as a whole."
We are a leading portfolio service firm in the Indian market. We maximise the value for all stakeholders by fully understanding the opportunity, working in partnership and bringing the skills that will make a difference. Relationships are core to our business. We are collegiate and transparent in our approach, working closely together as a team with our investors. We are here to make things easier for you.
We have managed large funds for financial institutions to good effect, have built a business that opens up the potential for individuals and firms to have their investments run in a rigorous, well diversified and risk aware manner.
Our skills in shares allocation, selection, and portfolio construction are focused on building well diversified portfolios where a careful watch is always kept on managing the downside risk. We take pride in ensuring all our clients get the high levels of client service we would expect. We deal with huge Investment in the form of liquid, unlisted, delisted, physical listed company shares and all types of transferable bonds and generating liquidity for the same to clients & indirectly into the mainstream of the country's economy.
We have been told that people come to us because we are approachable, with no hard sell and no jargon. Clients appreciate the ability to speak directly to their named investment manager whenever they wish, which have no hidden charges for things such as dealing, custody, compliance or reporting. When people become clients they appreciate the friendly personal service and a good number of clients have been sufficiently pleased by the service they receive and the good performance of their investment funds that they have recommended us to friends and family.
When you join hands with us you know that we will care for your money as well as we care for our own.