Wegmans Financial Services Ltd - Portfolio Management

www.wegmanspms.com

Wegmans Financial Services Ltd is an equities focused organization and a veteran equities solutions provider with many decades of experience serving the Indian securities market. We provide Equity Broking, Commodity Trading, Currency Trading and Portfolio Management Service (PMS). Our clients include corporate and retail investors who come to us for an unbiased opinion on how to achieve their investment goals. The organization finds its strength in its team of young, talented and confident individuals. Our PMS offering is managed by highly experienced fund managers which is complemented by in-depth and extensive research. We offer a discretionary form of portfolio management service at the moment. Our flagship PMS service is called India Value Fund where we use a strict value-based approach with a keen eye on exploiting market psychology (greed and fear). We treat a stock as a part of a business which has to be thoroughly understood for its earning potential as well as its ability to withstand business gyrations. We invest for the medium to long term and only in companies with a proven and progressive management. We attempt to beat NIFTY by a wide margin over each three year rolling cycle.

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Wegmans Financial Services Ltd is an equities focused organization and a veteran equities solutions provider with many decades of experience serving the Indian securities market. We provide Equity Broking, Commodity Trading, Currency Trading and Portfolio Management Service (PMS). Our clients include corporate and retail investors who come to us for an unbiased opinion on how to achieve their investment goals. The organization finds its strength in its team of young, talented and confident individuals. Our PMS offering is managed by highly experienced fund managers which is complemented by in-depth and extensive research. We offer a discretionary form of portfolio management service at the moment. Our flagship PMS service is called India Value Fund where we use a strict value-based approach with a keen eye on exploiting market psychology (greed and fear). We treat a stock as a part of a business which has to be thoroughly understood for its earning potential as well as its ability to withstand business gyrations. We invest for the medium to long term and only in companies with a proven and progressive management. We attempt to beat NIFTY by a wide margin over each three year rolling cycle.

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Country

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City (Headquarters)

Gurgaon

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Employees

11-50

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Founded

1996

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Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Manager Sales

    Email ****** @****.com
    Phone (***) ****-****
  • Manager

    Email ****** @****.com
    Phone (***) ****-****

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