Company HB Portfolio Limited

Equities

HBPOR

INE638B01025

Investment Banking & Brokerage Services

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Holdings

Company contact information

Sector

Sales per Business

Sector Other Investment Banking & Brokerage Services

Market Closed - Bombay S.E. Other stock markets 06:00:53 2024-05-06 EDT			5-day change	1st Jan Change
69.06 ^INR	+0.06%		-2.51%	-3.43%

02-14	HB Portfolio Limited Reports Earnings Results for the Third Quarter and Nine Months Ended December 31, 2023	CI
2023	HB Portfolio Limited Reports Earnings Results for the Second Quarter and Six Months Ended September 30, 2023	CI

HB Portfolio Limited is an India-based holding company. The Company is engaged in the business of activities of non-banking financial company (NBFC). The Company is engaged in the activities/business of investment and financial services. The Company is primarily engaged in investment in securities, such as equity shares, preference shares, mutual funds and others. The Company has also started the business of trading in commodities. The Company's subsidiaries include Taurus Asset Management Company Ltd., HB Securities Limited, HB Corporate Limited and Taurus Investment Trust Company Limited.

Number of employees: 10

INR in Million	2022	Weight	2023	Weight	Delta
Investment and Advisory Services 71.1 %	-	-	164	71.1 %	-
Commodities Trading 28.9 %	-	-	67	28.9 %	-

INR in Million	2022	Weight	2023	Weight	Delta
India 100.0 %	186	100.0 %	231	100.0 %	+24.36%

Managers	Title	Age	Since
Anil Goyal CEO	Chief Executive Officer	65	97-02-18
Ashok Kumar DFI	Director of Finance/CFO	-	21-06-06
Mohit Chauhan CMP	Compliance Officer	32	22-11-30

Members of the board	Title	Age	Since
Lalit Bhasin CHM	Chairman	55	04-07-26
Anita Jain BRD	Director/Board Member	62	15-03-30
Raj Kumar Bhargava BRD	Director/Board Member	88	01-07-24
Harbans Lal BRD	Director/Board Member	82	19-09-16
Anil Goyal CEO	Chief Executive Officer	65	97-02-18

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	10,764,200	2,885,960 ( 26.81 %)	0	26.81 %

Name	Equities	%	Valuation
DCM SHRIRAM INDUSTRIES LIMITED 5.24%	4,558,154	5.24%	10,004,145 $

HB Portfolio Ltd.

Echelon Institutional Area Sector-32

122001, Gurgaon

http://www.hbportfolio.com

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

	1st Jan change	Capi.
HB PORTFOLIO LIMITED	-3.43%	8.91M
MORGAN STANLEY	+1.48%	152B
THE GOLDMAN SACHS GROUP, INC.	+14.93%	150B
CHARLES SCHWAB	+11.24%	139B
CITIGROUP INC.	+21.33%	117B
CITIC SECURITIES COMPANY LIMITED	-6.68%	36.34B
RAYMOND JAMES FINANCIAL, INC.	+13.06%	25.79B
CSC FINANCIAL CO., LTD.	-8.55%	21.05B
LPL FINANCIAL HOLDINGS INC.	+20.20%	20.23B
NOMURA HOLDINGS, INC.	+37.43%	16.82B

Other Investment Banking & Brokerage Services