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An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...
IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [ 6 ] It offers wealth management , asset management , portfolio management services, investment products, treasury services, estate planning and lending among others.
Fullerton Securities and Wealth Advisors Limited is a company headquartered in Gurgaon, India. It offers financial planning and wealth management products to mass affluent and affluent customer segments.
Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...
Meristem Trustees is a subsidiary of Meristem Wealth Management Limited. The company was incorporated by the Corporate Affairs Commission as a Private Limited Liability Company in April 2012 and duly licensed by the Securities & Exchange Commission (SEC) to carry out the functions of Trustees in the Capital market in June 2012. [11]
IIFL and its group companies are backed by Canadian investor Prem Watsa, private equity firm General Atlantic and CDC Group, the UK Government's private equity arm. [5] [6] [7] IIFL is ranked among the top seven financial conglomerates in India [8] and as the top independent financial services firm in India in terms of market capitalisation. [9]