Who are we?
  • Shree Rama Managers LLP is a SEBI registered Portfolio Management Service company whom investors can trust and work with assurance.

  • Portfolio Management Services (PMS) is a customized investment service offered to HNIs with a minimum investment of Rs 50 lakhs.

  • Our Plans offer investors a selection of multiple funds each addressing the specific needs to savings, investment and wealth-creation.

  • "The investment in active equity funds of SREE Rama Managers LLP is led by Abhishek Basumallick who is the Board Advisor – Equity Research for all active equity funds"

  • Abhishek is a well known investor who has been at the forefront of public investment through his writings on the Market Moghuls section on The Economic Times and on CNBC TV18.
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Our Plans

Best Services we can Offer for you!

01.
SHREE WEALTH BUILDER PLAN

Shree wealth builder plan aims to provide long term capital appreciation across market cycles.

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02.
SHREE LAKSHMI PLAN

Shree lakshmi plan aims to generate capital appreciation over long term.

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03.
SHREE VRIDDHI PLAN

Shree vriddhi plan aims to generate capital appreciation over long term.

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04.
SHREE DYNAMIC PLAN

Shree dynamic plan aims to generate capital with relatively low volatility.

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OUR ALL PLANS
CLIENTS / PARTNERS

Investor's Corner

INVESTOR CHARTER

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SCORES MONTHLY

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DISCLOSURE DOCUMENT

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COMPLIANTS AND GRIEVANCE REDRESSAL

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VIEW YOUR PORTFOLIO
TEAM MEMBER

PMS Team

Mohit Beriwala

Principal Officer

Gaurav Rampuria

Compliance Officer

Abhishek Basumallick

Fund Manager

Further Details

For Distribution

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ODR Portal can be accessed via the following link - Click Here

  • All clients have an option to invest in our plans directly, without intermediation of persons engaged in distribution services.
  • The performance related information provided herein is not verified by SEBI
  • Please note that the performance of your portfolio may vary from that of other investors and that generated by the Investment Approach across all investors because of :
    • the timing of inflows and outflows of funds;
    • differences in the portfolio composition because of restrictions and other constraints.
  • Past performance should not be taken as an indication or guarantee of future performance