Wealth Management

What is Wealth Management?

Wealth management is an investment service that combines financial planning and also investment advice. It includes accounting & tax services, retirement planning, legal or estate planning and educational & marriage planning for children.

Mutual Funds

What is Mutual Funds?

Mutual Funds is an investment tool for investors. In these funds, your money is invested in different assets such as stocks, bonds, and commodities. If you are planning on owning a house, buying a car or anything, mutual funds serve you all your needs. It is a simple and effective way to save Income Tax.

Retirement Planning

What is Retirement Planning ?

Retirement is a time when your regular income stops and you totally depend upon your savings. Retirement planning means saving sufficient funds to live a lifestyle you desire after retirement. If you have a proper Retirement Plan then you can secure you post-retirement life financially.

Life Insurance

What is Life Insurance?

Life Insurance is an insurance policy to cover the loss of life. It provides a definite amount of money to the dependents of the insured in case of untimely death during his active income earning period or becomes disabled on account of an accident causing a reduction or complete loss in his income earnings. It works as a life cover to the beneficiary.

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Years in Business
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Clients and Partners
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Crore invested

Why choose us?

We are Client focused

Our Company was built on serving and satisfying clients, and also meeting our clients’ needs is always our No. 1 priority. We make a positive difference in our clients’ lives.

World-class service

When we execute with excellence, success naturally follows. We provide world-class service and and are personally accountable for delivering results.

One Stoppe Solution

PTIC today holds a reputation of providing “One Stoppe Solution under One Roof” with business segments linked & related to Financial Planning, Investment, and Taxation & Insurance Portfolios.

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We serve globally, and our mission is to help our clients make more of their financial planning, by providing first-rate advice in the area/areas of wealth management, investments, Retirement Planning, insurance.

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