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HARMONEY FINSERV INDIA PRIVATE LIMITED

HARMONEY FINSERV INDIA PRIVATE LIMITED

Harmoney Finserv India Private Limited is a SEBI-registered Portfolio Management Services (PMS) and investment advisory firm focused on long-term wealth creation through equity and alternative investments. The company offers customized PMS strategies that cater to both retail and high-net-worth investors, with an emphasis on research-driven stock selection and disciplined portfolio construction.\r\n\r\nHarmoney Finserv follows a bottom-up investment approach, identifying fundamentally strong companies with sustainable growth potential, sound management, and attractive valuations. Their offerings may include diversified multi-cap portfolios, high-conviction concentrated strategies, and thematic or sectoral investments, aiming to deliver consistent, risk-adjusted returns over the long term.\r\n\r\nThe firm combines detailed fundamental research, risk management, and continuous monitoring to optimize portfolio performance while aligning with investors’ financial goals.

Profile
AUM (Cr.) 180.68
Profile
AUM Rank 192
Profile
Investment Approaches 5
Profile
As On 01 March 2026
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Investment Approaches Performance

Investment Approach Category 1 M 3 M 6 M 1 Y 2 Y 3 Y 5 Y Inception AUM (Cr.) Inception Date

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