Need help choosing the best Portfolio Management services in Mandi, Himachal Pradesh?

For a town like Mandi, your best bet might be to look at established national firms that have advisors or branches in nearby larger cities like Chandigarh, or who offer services remotely. Names like HDFC Bank, ICICI Bank, and Kotak Mahindra have wealth management divisions that provide Portfolio Management Services (PMS). Alternatively, look into large Asset Management Companies (AMCs) like Nippon India or HDFC AMC which also offer PMS. The key is to check their minimum investment amount (which can be Rs. 25-50 lakhs), their past performance, and the fee structure. Since you're in Mandi, ensure they have a robust digital platform for reporting and communication. It might be worth taking a trip to Chandigarh to meet with a few advisors in person.