BUILD A TAX-EFFICIENT, INTELLIGENT AND DIVERSIFIED INVESTMENT PORTFOLIO

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/-.

WE MANAGE ASSETS OF CLIENTS

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

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.

AS PER HIS/HER FINANCIAL NEEDS

 

Experienced | Dedicated | Agile Team

YEARS OF EXPERIENCE
16
CLIENTS AND COUNTING
1800
CITIES IN INDIA AND ABROAD
12
SCHEMES AND OPTIONS
3500

INVESTMENT SERVICES FOR EVERYONE

SAVING TAX

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

FOR ENTREPRENEURS

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

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 YOUNG GENERATION

It is important to start early. A mere 10000 a month @10% becomes 75.94 lakhs in 20 yrs, but 1.32 crores in 25 yrs. You gain 56 Lakh by starting early

FOR SENIOR CITIZENS

Guiding principle would be to help generate low risk & tax efficient passive income / enough cash flow to take care of health, emergency and other needs

FOR WOMEN

Women face a number of unique risks, and there financial needs differ. We will help you make confident with your investments and future secure

FOR CHILDREN

Your children are your future. We will equip you put a proper roadmap for your child that gives him/her strong financial base to meet all life aspirations

FOR NRIs

There is no one-size-fits-all investment strategy that can be prescribed for an NRI. We will plan your investments as per your life stage goals

FOR HIGH NET-WORTH (HNI)

We understand and deliver your need for clear, focussed strategic vision, fast, trustworthy service and constant measurable performance review

Call Now To Know More

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

Performance Metrics

There are many critical metrics while deciding where to invest. We evaluate your risk profile and financial goals, suggest investments, review performance and give clear picture based on the critical performance metrics

  • Alpha and Beta
  • Sharpe Ratio
  • Information Ratio
  • Capture Ratio
  • Holding Overlap

Asset Allocation

Equity Large Cap
76%
Equity Mid Cap
51%
Debt Including Liquid
34%
Other Asset
42%

About PI Money

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

We are a strong team of 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

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

White-Glove Treatment

Every client is a little bit different. No matter what your need is, our planner will chase down the answer that’s right for your situation. Whether it is Investment planning, Retirement Planning, Finding best mutual fund or an Insurance policy, we will plan as per your needs. No fit for all solutions

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. We help you understand the risks of a portfolio as defined in MPT so that you take a informed decision rather than depending solely on luck

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

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.

Easiest Way To Invest

Rising Stars
Max Portfolio Value Rs. 25,00,000
Rs. 0
Month

Identify Objective And Review Existing Portfolio

Recommendations And Purchase/Selling if required

Mobile App, Yearly Review And Statements

Kings and Queens
Min Portfolio Value Above Rs. 1,00,00,000/-
Rs 1999
Month

Master Strategy Draft

Recommendations And Purchase/Selling, if required

Mobile App, Monthly Statement & Quarterly Review

WANT TO KNOW MORE ABOUT US? CURIOUS WHAT ELSE WE DO?

ASK FOR A FREE CONSULTATION AND ASSESSMENT OF YOUR PORTFOLIO

Call Us Now At

...or write to us at

What our clients say

I have been investing them through these guys for many years now. Always got quick services. All the best.

Vikram Kapoor Bell Communications

Mostly great advice. Happy so far with all my investments. Keep it up

Rajeev Jindal Jindal Papers