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Investment Portfolio Management
Overview
Focus
Investment Portfolio Management
Portfolio Management
Product
Indian thematic investing platform enabling advisors to create and distribute stock baskets through broker integrations.
Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.
Headquarters
Bengaluru, India
Wakefield, Massachusetts
Company size
201-500 employees
501-1,000 employees
Founded
2015
2001
Pricing details
Free options
Free plan
Source updated
Nov 2, 2026
Oct 29, 2026