Portfolio Management

Leverage The Power Of Advanced Analytics

Whether you’re a fund seller or buyer, R B Capital & Wealth Management brings unmatched precision, accuracy and efficiency to your entire portfolio analysis and reporting process.

Investment Philosophy

Our endeavour is to create wealth for our investors over a medium to long term period by creating Benchmark Agnostic Concentrated Portfolios of quality stocks, based on fundamental research driven Bottom Up stock picking.

A complete portfolio management solution

Powered by an intuitive interface on Web, Desktop, Android and iOS devices, R B Capital & Wealth Management lets you maintain multi-asset investment portfolios and automates import of data from maximum supported brokers, MF registrars & other sources

Manage and track multiple asset classes

Manage your investments in Stocks, Mutual Funds, Traded Bonds, Insurance, PMS, AIF & many other asset classes
Track Absolute Gain and Annualised Return (XIRR) for all assets and portfolios

Manage multiple portfolios and create portfolio groups

Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings
Advisors can maintain client investments in category-wise & family-wise portfolios

Update and track your portfolios on-the-go at any time

Web interface enables you to use our application across Windows and Mac computers
Our Android & iOS mobile apps enable you to conveniently update & track your portfolios on-the-go
We continues to offer our Windows Desktop application as an alternative to our Cloud, depending on user preference

Manage your F&O positions in real-time

Manage your Stock, Currency & Commodity F&O positions
Import your F&O digital contract notes and trade-book files
Create and maintain mark-to-market records for your F&O positions
View F&O Summary, Profit/Loss, Transaction and Turnover reports

About Us

We are not doing something extraordinary; we are just helping you befriend your money. In today's world you need to map life goals to your money. Life Goals which begin with buying a bike, goes on till your Retirement planning as well; and everything that comes in between.

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Contact Us

7th Floor, Suite No. 7, Kalsaria Heights,
Upper Govind Nagar, Malad (East). Mumbai – 400097.
Maharashtra. India

+91-7506609241 / +91-9372888430

info@rbcapital.in