Corporate Office
4,Shankar Vihar,VIkas Marg,
Nirman vihar,Delhi - 110092
WHAT ARE YOUR GOALS?
Our expert advice would help you reach your goals quicker through efficient portfolio management. Rely on us and enjoy your peace of mind!
The cost of education is rising, but your dreams for your child’s future don’t have to. We offer personalized wealth management solutions to help you secure the funds needed to unlock their full potential, one step at a time.
Here’s what we can offer:
- Expert guidance: Our experienced advisors will work with you to understand your goals and create a tailored plan that fits your budget.
- Investment options: We offer a variety of investment strategies designed to grow your savings for your child’s education, considering your risk tolerance and time horizon.
- Peace of mind: Knowing you’re proactively planning ensures you can focus on what matters most – nurturing your child’s future.
Start planning their future, today. Contact us for a free consultation.
Your dream wedding shouldn’t become a financial burden.
Make your "I do" truly unforgettable, without sacrificing your financial future. We offer personalized wealth management solutions to help you budget, save, and invest for the wedding you deserve, while keeping your long-term goals in sight. Here's how we can help: Expert financial guidance: Our advisors will tailor a plan that fits your budget and timeline, ensuring your priorities are met without compromising your financial health. Investment strategies: We'll explore options to help your money grow and cover wedding costs, while considering your risk tolerance and long-term goals. Peace of mind: Knowing your finances are in order allows you to focus on planning and enjoying the journey to your special day. Celebrate love and build a secure future together. Contact us today for a free consultation.
Unlock the door to your dream home.
Owning your dream home shouldn’t feel like a distant dream. We offer personalized wealth management solutions to help you build the financial foundation you need to turn that dream into reality, brick by brick.
Here’s how we can help:
- Expert guidance: Our experienced advisors will work with you to understand your specific needs and goals, crafting a customized plan to achieve financial stability for your dream home.
- Investment strategies: We’ll explore various options, like maximizing savings, exploring down payment assistance programs, and considering smart investments aligned with your risk tolerance and time horizon.
- Financial clarity: We’ll provide ongoing guidance and support to ensure you stay on track and empowered throughout the process.
Open the door to your future. Contact us today for a free consultation and unlock the potential of your dream home.
Unwind, explore, and create lasting memories.
Travel the world, experience new cultures, and embark on exciting adventures. We help you plan the perfect vacation without jeopardizing your financial future. Our wealth management solutions ensure you can relax, knowing your finances are secure.
Here’s how we can help:
- Budgeting expertise: Our advisors will create a personalized plan that aligns with your vacation dreams and financial reality.
- Saving strategies: We’ll explore efficient saving methods and investment options to help you reach your travel goals faster.
- Financial peace of mind: Knowing your finances are in order allows you to fully immerse yourself in the present moment and create unforgettable memories.
Turn your vacation dreams into reality. Contact us today for a free consultation and start planning your adventure.
Fuel your passion for learning, secure your future success.
Investing in your education is an investment in your future. We offer personalized wealth management solutions to create a financial path to achieving your educational goals, unlocking your full potential and opening doors to a brighter tomorrow.
Here’s how we can help:
- Expert guidance: Our experienced advisors will work with you to understand your specific needs and aspirations, crafting a tailored plan that fits your budget and timeline.
- Financial strategies: We’ll explore various options like scholarship and grant opportunities, budgeting for living expenses, and considering smart investments aligned with your risk tolerance and long-term goals.
- Ongoing support: We’ll provide continuous guidance and support throughout your journey, ensuring you stay on track and empowered to achieve your academic aspirations.
Take charge of your future, invest in yourself. Contact us today for a free consultation and unlock the possibilities.
The cost of education is rising, but your dreams for your child’s future don’t have to. We offer personalized wealth management solutions to help you secure the funds needed to unlock their full potential, one step at a time.
Here’s what we can offer:
- Expert guidance: Our experienced advisors will work with you to understand your goals and create a tailored plan that fits your budget.
- Investment options: We offer a variety of investment strategies designed to grow your savings for your child’s education, considering your risk tolerance and time horizon.
- Peace of mind: Knowing you’re proactively planning ensures you can focus on what matters most – nurturing your child’s future.
Start planning their future, today. Contact us for a free consultation.
Turn your disruptive idea into a sustainable business.
The world needs your innovation. We bridge the gap between your startup dream and financial reality, offering personalized wealth management solutions to launch and grow your venture.
Here’s how we empower your startup journey:
- Expert guidance: Our advisors, experienced in the startup ecosystem, will tailor a plan that fits your business goals and personal risk tolerance.
- Funding strategies: We’ll explore diverse options like securing investments, managing cash flow, and utilizing financial instruments to fuel your growth.
- Peace of mind: Knowing your finances are in order allows you to focus on building your business and making your mark on the world.
Don’t let financial worries hold you back. Contact us today for a free consultation and turn your startup dream into a reality.
Your dream wedding shouldn’t become a financial burden.
Make your "I do" truly unforgettable, without sacrificing your financial future. We offer personalized wealth management solutions to help you budget, save, and invest for the wedding you deserve, while keeping your long-term goals in sight. Here's how we can help: Expert financial guidance: Our advisors will tailor a plan that fits your budget and timeline, ensuring your priorities are met without compromising your financial health. Investment strategies: We'll explore options to help your money grow and cover wedding costs, while considering your risk tolerance and long-term goals. Peace of mind: Knowing your finances are in order allows you to focus on planning and enjoying the journey to your special day. Celebrate love and build a secure future together. Contact us today for a free consultation.
Unlock the door to your dream home.
Owning your dream home shouldn’t feel like a distant dream. We offer personalized wealth management solutions to help you build the financial foundation you need to turn that dream into reality, brick by brick.
Here’s how we can help:
- Expert guidance: Our experienced advisors will work with you to understand your specific needs and goals, crafting a customized plan to achieve financial stability for your dream home.
- Investment strategies: We’ll explore various options, like maximizing savings, exploring down payment assistance programs, and considering smart investments aligned with your risk tolerance and time horizon.
- Financial clarity: We’ll provide ongoing guidance and support to ensure you stay on track and empowered throughout the process.
Open the door to your future. Contact us today for a free consultation and unlock the potential of your dream home.
Unwind, explore, and create lasting memories.
Travel the world, experience new cultures, and embark on exciting adventures. We help you plan the perfect vacation without jeopardizing your financial future. Our wealth management solutions ensure you can relax, knowing your finances are secure.
Here’s how we can help:
- Budgeting expertise: Our advisors will create a personalized plan that aligns with your vacation dreams and financial reality.
- Saving strategies: We’ll explore efficient saving methods and investment options to help you reach your travel goals faster.
- Financial peace of mind: Knowing your finances are in order allows you to fully immerse yourself in the present moment and create unforgettable memories.
Turn your vacation dreams into reality. Contact us today for a free consultation and start planning your adventure.
Fuel your passion for learning, secure your future success.
Investing in your education is an investment in your future. We offer personalized wealth management solutions to create a financial path to achieving your educational goals, unlocking your full potential and opening doors to a brighter tomorrow.
Here’s how we can help:
- Expert guidance: Our experienced advisors will work with you to understand your specific needs and aspirations, crafting a tailored plan that fits your budget and timeline.
- Financial strategies: We’ll explore various options like scholarship and grant opportunities, budgeting for living expenses, and considering smart investments aligned with your risk tolerance and long-term goals.
- Ongoing support: We’ll provide continuous guidance and support throughout your journey, ensuring you stay on track and empowered to achieve your academic aspirations.
Take charge of your future, invest in yourself. Contact us today for a free consultation and unlock the possibilities.
How we do it?
.01
Goal Planning
.02
Risk Profiling
.03
Asset Allocation Strategy
.04
Client Approval
.05
Asset Allocation & Documentation
Income Management
One factor financial planning is crucial is that it can truly help you manage your money in the best way possible. It can also assist you in developing a strategy that will assist you in calculating the number of resources needed for monthly spending.
Improved Cashflow
Income growth leads to an increase in overall retained earnings. Financial planning is essential for the day-to-day operations of your professional and private life. You can quickly find activities or obligations that require more attention by carefully analyzing your spending habits and budgeting.
Smart Investments
A smart financial plan considers your specific situation, risk tolerance, and long-term goals. It then assists you in making the best financial decisions based on your needs and objectives. Financial planning aids in the creation and planning of financial resources for the future.
Enhanced ROI on Portfolio
Financial planning allows you to create an integrative investment program that takes into account your goals, appetite for risk, and available liquidity, allowing you to increase the return on your portfolio.
Pramanik nivesh Pms Calculator
The Pramanik Nivesh PMS Calculator estimates potential returns on your PMS investment. It considers factors like investment amount, duration, and expected return rate. Use the calculator on the pramanik nivesh website to compare different PMS schemes and make informed decisions. Remember, these are just estimates, and actual returns may vary. Consult a financial advisor before making any investment decisions.
Amit Jain India's First Jain Fund
At Pramanik Nivesh, we’re proud to announce our exclusive partnership with Mr. Amit Jain, a distinguished Financial Advisor with a sterling track record at Motilal Oswal, where he has diligently served as an authorized broker since 2014. With over 2500 clients under his wing, Mr. Jain’s expertise and insights are invaluable assets to our mission of empowering individuals with financial literacy across India.
Life Insurance: The Ultimate Financial Safety Plan
Secure Your Life today
Benefits of Wealth Management Services
Portfolio Management Service provides professional investment management with the goal of delivering superior risk-adjusted returns. With regular reviews and risk management, it also saves clients from all monitoring headaches. All of this makes it an ideal investment option for high-net-worth individuals.
Quality portfolio professionally managed
The portfolio is managed by skilled veterans with extensive equity market experience. They manage the portfolio in accordance with the strategy communicated to clients.
Capable of higher risk-adjusted returns
PMS typically have a concentrated stock portfolio, it has a better chance of outperforming the underlying index, especially if the portfolio is recalibrated to account for market volatility.
Equity Trading
Currency Trading
Mutual Funds
The Best Trading Platform, Hand-picked and Delivered
Wide range of products for your financial planning
Research Based Products
Why Wealth Management Service
Passive portfolio management helps you achieve your life’s important financial goals.
Private wealth management reduces the money related uncertainties of future needs.
Investment advisory solutions helps you maintain vibrant financial health.
Portfolio management service enables you to regain control of your financial condition, improve your quality of life, and instil a sense of financial confidence in you.
Meticulous Execution
Semi Annual Review
Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.
Manage
Actively manage assets allocation periodically and see it that your financial goals are achieved faster
Planning
Portfolio management service guide you on maintaining cash flow and taxes.
Dedicated Planners assigned
Truly independent and unbiased advice by a dedicated personal financial planner assigned to you throughout.
Faq
Financial planning services refer to professional assistance and advice provided by financial planners or advisors to individuals or businesses in managing their finances. These services typically involve analyzing a client’s financial situation, identifying goals, and developing a comprehensive plan to achieve those goals.
When you engage a financial planning service, you can expect the following:
- Financial assessment
- Goal setting
- Plan development
- Investment advice
- Risk management
- Retirement planning
- Tax planning
- Estate planning
- Regular reviews
Financial planners may charge for their services in different ways:
- Fee-only: Planners charge a transparent fee for their services, typically based on an hourly rate, a fixed fee for specific tasks, or a percentage of assets under management.
- Commission-based: Some planners earn commissions on the financial products they sell, such as mutual funds or insurance policies. It’s important to understand any potential conflicts of interest that may arise from commission-based compensation.
- Fee-based: This model combines both fees and commissions. Planners charge a fee for their advice and may also receive commissions from certain financial products they recommend.
Here are some steps to finding a reputable financial planner:
- Research credentials
- Check registrations
- Seek recommendations
- Interview multiple planners
- Understand the compensation structure
- Request references
- Review their website and online presence
Testimonials
What Our Client’s Say
I've traded with several platforms, but Pramanik Nivesh truly stands out. The transparent data and fair pricing made a significant difference in my profits. I feel confident and informed with every trade.
