PiMoney | PiMoney research teams helps you chose the best investment options in India
Pimoney.com helps you chose the best investment options in India
Mutual funds, moneycontrol, investment options in India, investment options for NRI, how to save tax, investment options for women
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BUILD A TAX-EFFICIENT, INTELLIGENT, DIVERSIFIED INVESTMENT PORTFOLIO

Do not invest money or buy mutual funds based on star rankings or because of your relationship manager. They both keep changing. Moreover, RMs generally provide fit-all strategies and have targets to achieve!
PIMoney.com helps you plan personalised strategies based on your financial goals, that will add meaningful value to your investment portfolio. We also provide bespoke financial planning services for a nominal fee and no fee for portfolio of up to Rs. 25,00,000/-.

OUR TEAM MANAGES ASSETS FOR CLIENTS WITH VARIOUS FINANCIAL NEEDS

MUTUAL FUNDS

Strong analytical skills paired with customised technology solutions, we deliver a seamless, full-service solution from advisory to distribution of mutual funds

INSURANCE SERVICES

We are committed to doing the right thing for our clients. It’s a promise we made when we started more than 15 years ago and we continue to do even now!

WEALTH MANAGEMENT

For individuals ready to build a long-term investment plan that is tailored to meet their financial goals and is managed by an able Certified Financial Planner from FPSB, India

PRIVATE CLIENT

Lead by a strong team of Certified Financial Planners^cm for high net worth investors who want a robust financial plan, personalised services and portfolio management

INVESTMENT SERVICES FOR EVERYONE

15

YEARS OF EXPERIENCE

1800

CLIENTS AND COUNTING

350

CITIES IN INDIA AND ABROAD

3500

SCHEMES AND OPTIONS

Call 09810034206 now.
And discuss with us on how we can help you
SAVING TAX

Call us now if you are looking for investments where you can save tax while preserving capital and generating some income

FOR SALARIED EMPLOYEES

We help you with tax and investment planning so that you can start saving regularly for all your financial goals and retirement

FOR ENTREPRENEURS

We know you are looking to grow your business and wealth. We facilitate the investment solutions that matches your growth cycle

FOR HIGH NET-WORTH (HNI)

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

FOR NRIs

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

FOR CHILDREN

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

FOR WOMEN

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

FOR SENIOR CITIZENS

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

FOR YOUNG BIRDS

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

INVEST ONLY IN MUTUAL FUNDS BASED ON CRITICAL PERFORMANCE METRICS, AND CAREFULLY SELECTED BY OUR RESEARCH TEAM

There are more than 3200 options in mutual funds, but only few that may suit you and your current portfolio. Our research team will guide you with which mutual funds to invest in depending on your asset allocation, risk appetite, strong critical performance metrics and continuous appraisal. So that you enjoy better returns while maintaining low risk

About PIMoney

Team of Certified Financial Planners (CFP^cm, FPSB, India)

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

Scientific and Research Based

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

Portfolio Management india
investment advisor

White-Glove Treatment

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 Process

investment options

Individual Attention – No Fit For All Strategies

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

Modern Portfolio Theory

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

Strategical investing in mutual funds
how to chose mutual funds

Strong But Easy To Understand Research

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

  • Equity

  • Debt

  • Commodity

  • Cash

Large Cap
45%
Multi Cap
35%
Mid Cap
20%
Volatility
23%
3 yr Performance
Alpha (Excess Return)
Sharpe (Risk)
IR

Easiest Way to Invest

No Transaction Fee

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.

Advisory Fee

  • Rising Stars

    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

    Absolutely FREE
  • Achievers

    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

    Rs. 499/-p.m
  • Kings and Queens

    Master Strategy Draft
    Recommendations And Purchase/Selling, if required
    Mobile App, Monthly Statement & Quarterly Review
    Min Portfolio Value Above Rs. 1,00,00,000/-

    Rs. 1,999/- p.m

Tracking Your Investments Is So Easy Now

See Your Investment Portfolio Anytime, Anywhere At A Single Swipe On Your Phone

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.

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ASK FOR A FREE CONSULTATION AND ASSESSMENT OF YOUR PORTFOLIO

Call Us Now at 09810034206 and ask for a free assessment of your portfolio. Get to know how we can add a difference to your portfolio. Most of our clients have generated better returns after they have started buying our recommended funds

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