Who we are
We at PTIC are passionate about helping people organize their wealth to achieve the best possible outcomes by distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living! We are PTIC (the name you trust).
PTIC INDIA – A Financial Planning company was established in 1995 in Delhi instituted and is with the vision to be the most respected and referred wealth management group. PTIC is known for superior client services, which means that we are easily accessible for our clients, we are willing to be measured according to their expectations, and we are proactive and clear communicators. Our business comprises of friendly and informed staff who maintain high levels of integrity.
PTIC is known as an object-oriented and superior financial planning firm. As our goals align with the value of our clients. We have a demonstrated procedure to convey total examination and exhortation conveyed by our accomplished experts. Our process includes regular follow-up on investments, risk-factors, and other special needs. 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.
We are a team of wealth managers who focus on helping you understand and fulfill your goals. Wealth management brings together financial planning and investment management. The team’s extremely significant involvement in taxation and accounting is an individual asset in augmenting the tax efficiency of the customer portfolio. We implement tax efficient strategies in our investment and financial planning to ensure our clients keep as much of their gains as possible.
Every client is unique and their financial needs are different. We determine your goals, your resources, and any other admissible information in order to develop a financial plan that best fits your requirements. It takes time and careful analysis to come up with an appropriate plan. The Financial Plan decide how we manage your wealth.
Awards and Recognition
We are very proud to be one of the very few financial firms in the country in terms of professionalism and qualifications, who have honored with ‘more than 150 awards’ in the last few years.
4 Gold Medals
Winner of four Golden Medals in the year 1995-96
Recognized as preferred partner with Reliance, TATA, HDFC, ICICI Prudential, DSP Black Rock, IDFC, SBI Mutual Fund & Taurus Mutual Fund.