Best portfolio manager for mutual funds

Discuss Best portfolio manager for mutual funds at the Mutual Funds Discussion Forum within the Traderji.com - Discussion forum for Stocks Commodities & Forex; Hi all, Can any body suggest me best portfolio managers? My requirement is simple. I ...


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  #1  
Old 22nd June 2007, 12:18 AM
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kalyanvgopal is on a distinguished road
Default Best portfolio manager for mutual funds



Hi all,

Can any body suggest me best portfolio managers?
My requirement is simple.
I have fidelity Multi Manager fund and also fidelity equity fund. I have set up Systematic Transfer Plan from Fidelity multi manager fund to Fidelity Equity. So, every week money flows from multi manager to equity fund. It is getting difficult for me to use MoneyControl's portfolio manager because it does not even allow a SIP transactions automatically. Every month I have to add a new entry for every SIP transaction I do.
Please suggest some alternatives for me.

Thanks in advance
Regards
Kalyan

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  #2  
Old 2nd July 2007, 08:09 PM
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vk_tandon99 is on a distinguished road
Default Re: Best portfolio manager for mutual funds

you can have a portfolio manger of Money Control. it take care of MF, Stocks, ULIP and more

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  #3  
Old 2nd July 2007, 10:24 PM
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aksinghv is on a distinguished road
Smile Re: Best portfolio manager for mutual funds

Hi,

Portfolio Manager from www.valueresearchonline.com is the best. It shows many useful information.

Try your yourself.

Thanks,
anjani

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  #4  
Old 25th July 2007, 04:03 PM
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mohanlate is on a distinguished road
Default Re: Best portfolio manager for mutual funds

Hi all,

My partner is a AMFI certified Mutual Fund investment planner and portfolio manager. He has lots of clients with lots of data to be managed.

We are looking for a software portfolio manager that can make his life easy. The software should help in tracking transactions, manage portfolios and customer relationships.

Please let me know if you are using or know of any such online/offline software.

I guess there are a few tools hosted on brokerage/third party websites that offer limited functionality.

Thanks and Regards,

Mohan

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  #5  
Old 1st August 2007, 08:25 PM
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PARAS9MAY is on a distinguished road
Default Re: Best portfolio manager for mutual funds

Quote:
Originally Posted by mohanlate View Post
Hi all,

My partner is a AMFI certified Mutual Fund investment planner and portfolio manager. He has lots of clients with lots of data to be managed.
..........................
Mohan
Dear Mohan,
Please visit my other post. Tell me (PM) if you feel it has potential.
Code:
http://www.traderji.com/development-software-utilities/8106-accounting-software.html

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  #6  
Old 16th September 2007, 03:04 PM
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vk_tandon99 is on a distinguished road
Default Re: Best portfolio manager for mutual funds

Quote:
Originally Posted by vk_tandon99 View Post
you can have a portfolio manger of Money Control. it take care of MF, Stocks, ULIP and more
+++


NOW DAYS IT SUPPORT SIP ALSO

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