PM Investment

near by gol medar, Ulhasnagar, Thane, Maharashtra
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  • Year of Establishment

    1991

  • Indiamart Member Since

    Mar 2014

Wealth Management

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Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings.

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Wealth Management

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Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person's financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings.

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About the Company

Year of Establishment1991
Nature of BusinessService Provider
IndiaMART Member SinceMar 2014
PM Investment found from last 20 years with Financial Planner Service. Founder Prem S. Mangtani with the highly qualified CFP – Certified Financial Planner in the Ulhasnagar Town. PM Investment is one of well known firm for Mutual Fund Investment with high return because the investment is done fully in professional way. Client satisfaction is mean goal of PM Investment.PM Investment is an independent, unbiased financial Investment company. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, life and health insurance schemes, fixed deposit schemes to find the one best suited for your financial goals. As a policy we give equal importance to all our clients irrespective of their investment value.We are today serving all types of clients – right from “Do it yourself” investors who know what they want, to investors who are looking for a second opinion on their selection, to investors who want to rely on an Expert Financial Planning who will be their ‘Financial Doctor' and will work with them towards achieving their life time financial goals
Wealth Management
Wealth Management
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Seller Contact Details

Prem Mangtani

Office No. 1, Sky Line Society, C Block Road, near by gol medar Ulhasnagar - 421001, Thane, Maharashtra, India

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