YEARS OF EXPERIENCE
CLIENTS AND COUNTING
CITIES IN INDIA AND ABROAD
SCHEMES AND OPTIONS
Call us now if you are looking for investments where you can save tax while preserving capital and generating some income
We help you with tax and investment planning so that you can start saving regularly for all your financial goals and retirement
We know you are looking to grow your business and wealth. We facilitate the investment solutions that matches your growth cycle
We understand your need for clear, focussed strategic vision, fast, trustworthy service and constant measurable performance review. We have been doing that with other HNI clients as well
There is no one-size-fits-all investment strategy that can be prescribed for an NRI. The ideal financial plan should have an optimum mix of various asset classes in line with the financial goals
Your children are your future. We will help. We will equip to put a proper roadmap for your child that gives him/her strong financial base to meet all life aspirations
Women also face a number of unique risks, and when it comes to money and investing your financial needs differ. We will help you make confident with your money and investments
The guiding principle would be to help you generate passive income and enough cash flow to take care of health, emergency, and everyday financial needs, while avoiding risk and being tax efficient
It is important to start early. A mere Rs. 10000 a month @10% can yield 1.32 crores in 25 years, while only 75.94 lakhs in 20 years. So you lose over 56 lakhs if you start late just by 5 years
We are a strong team CFPs, Certified Financial Planners from Financial Planning Standards Board, India, dedicated to help you make intelligent and informed decisions about your money. Our experience with a diverse base of client ensures that every client is treated with high individualistic attention
We believe that an effective, high quality, professional investment Planning can be provided only through an in depth knowledge, best statistical tools and latest technology and passion to deliver the best. We are driven by a sense of purpose: i.e. to empower our clients with financial freedom
Every client is a little bit different. No matter what your need is, your Planner will chase down the answer that’s right for your situation. Whether is it investment planning, Retirement Planning, Finding best mutual fund or insurance policy, we will plan as per your needs. No fit all solutions
Our strong research team evaluates your goals and objectives and develop a strategy. We employ stringent performance measuring tools so that you get the best investment options. We adopt Model Portfolio Theory, MPT, which is one of the most important and influential economic theories dealing with finance and investment
MPT says that it is not enough to look at the expected risk and return of one particular stock. By investing in more than one stock, an investor can reap the benefits of diversification – chief among them, a reduction in the riskiness of the portfolio. MPT quantifies the benefits of diversification, also known as not putting all of your eggs in one basket. Modern portfolio theory further states that the risk for individual stock returns has two components, Systematic and Unsystematic risk
At PIMoney.com we evaluate the performance and risk of each mutual fund and overall portfolio. We measure alpha, beta, and R-squared statistics by running least-squares regression of the fund/portfolio excess return over a risk-free rate. We also measure portfolio’s average active return to the standard deviation of active return as a unified approach to risk-adjusted performance
And we explain all this to you in easy to understand language, so you know the actual performance
No transaction fee, no trading fee, no transfer fee… No surprises.
There are no hidden fee or charges anywhere. We do not charge for transacting, buying or selling through us. And our basic advisory and recommendation comes absolutely free of cost. And you get a mobile app to track your mutual fund portfolio and transactions, anywhere, anytime.
We charge a small advisory fee starting Rs. 499/- per month only for providing value insights and recommendation on your portfolio exceeding Rs. 25,00,000/-. Please check our detailed fee structure.
Identify Objective And Review Existing Portfolio
Recommendations And Purchase/Selling if required
Mobile App, Yearly Review And Statements
Max Portfolio Value Rs. 25,00,000
Goal Setting And Review Existing Portfolio
Recommendations And Purchase/Selling, if required
Mobile App, Half Yearly Review And Statements
Max Portfolio Value Rs. 1,00,00,000
Master Strategy Draft
Recommendations And Purchase/Selling, if required
Mobile App, Monthly Statement & Quarterly Review
Min Portfolio Value Above Rs. 1,00,00,000/-
As a priviledged client of PIMoney.com you will get a mobile app from which you can track your mutual fund portfolio 24X7 without being complicated.
You can see the entire portfolio of your family with us, track all transactions, order holding / transaction / tax statements, generate a query and much more. All through a mobile app designed specially to give you convenince to track investments in the most simple manner.