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About Us

 

Dhanada Portfolio Management Limited (DPML)is a ‘public limited’ company incorporated in 1994 in India and is registered with the Securities and Exchange Board of India (SEBI) under the category ‘Portfolio Manager’ since 2000.

 

DPML looks after the stock market investment made with it by its shareholders/clients. DPML manages their funds as per DPML's investment policy. This investment policy is formulated on the basis of the returns expected by the shareholders/clients, the required cash outflow and the risk tolerance level.

DPML Management

Ramesh HaveleThe Chairman & Managing Director of DPML, Mr. Ramesh Havele, is a Chartered Financial Analyst (CFA), from the Institute of Chartered Financial Analysts of India (ICFAI) and a member of the CFA Institute, USA

These institutes and their members hold the conviction that the interest of investors and the public will be best served if financial analysts achieve reasonable professional standards of performance. These institutes foster the achievement of these standards through several programs. To keep membership in force, the members of these institutes are required to comply fully with the CFA Code of Ethics and Standards of Professional Conduct.

About Portfolio Management

The Registered Portfolio Manager is authorized to manage

  • Funds of individuals, corporates and financial institutions like banks etc.
  • Funds raised or collected or brought from outside India in accordance with SEBI (Foreign Institutional Investors) Regulation, 1995.

The Portfolio Manager manages clients' funds by investing them in various listed or unlisted securities & derivative instruments according to their risk-return profile. The client gives discretionary power to the portfolio manager to invest or trade on behalf of him/her to realize their expected returns on investments.

Please note that DPML does not offer Non-discretionary Portfolio Management Services.

For complete information about these services please download our
Disclosure Document for Portfolio Management Services