Wealth Management

What is Wealth Management?

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee.

Mutual Funds

What is Mutual Funds?

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.As you probably know, mutual funds have become extremely popular over the last 20 years.

Retirement Planning

What is retirement planning ?

Retirement is one of the most important life events that many of us will ever experience. This is that stage in which we only have cash outflows.

Life Insurance

What is Life Insurance?

Life Insurance plan is the safest and the most secure way to protect your family or dependents against financial contingencies that may arise post the unfortunate event of your untimely demise.

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Why choose us?

We are Client focused

Our Company was built on serving and satisfying clients, and 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.

Recent

Posts & Videos

Benefits of Investing in Mutual Funds

Benefits of investing in Mutual Funds

Benefits of Investing in Mutual Funds: When it comes to making an investment, there are plenty of schemes such as... read more

5 Benefits of Starting Investment Early - PTIC

5 Benefits of Starting Investment Early

5 Benefits of Starting Investment Early: The earnings you get by working hard is a part of your daily household... read more

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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.