About Us

Our History

We are passionate about helping people organize their wealth to achieve the best possible outcomes, 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 was established in 1995 & instituted it with the vision to be the most respected and referred wealth management group. We are known for superior client service, which means that we are accessible to our clients, willing to be measured according to their expectations, and we are proactive and clear communicators. Our business is comprised of friendly and informed staff who maintain high levels of integrity.

We are known as an objective and superior financial planning firm because our goals are aligned with our Clients value. We have a proven process to deliver complete analysis and advice delivered by our experienced professionals. 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 realize your goals. Wealth management brings together financial planning and investment management. The team’s very significant experience in taxation and accounting is an invaluable asset in maximizing the tax efficiency of client portfolios. 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.

Years of Business
Clients and Partners
Core Invested


Major Views

Adhering our values allows us to serve our clients to the best of our abilities. 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. When we execute with excellence, success naturally follows. We provide world-class service and are personally accountable for delivering results.

We strongly believe in empowering our clients so that they not only understand the plans we set up but really engage and interact with the planning process to get as much out of our service as possible. At PTIC, We always do everything we can to ensure our advice is straightforward and exceeds expectations.


Our Aims

PTIC today holds a reputation for providing “One Stop Solution under One Roof” with business segments linked & related to Financial Planning, Investment, and Taxation & Insurance Portfolios. We, at PTIC, have adopted core values of ethical business services. PTIC firmly believes in the long-term relationship, dependable advice, watchful care of the interests of our esteemed clients. We simply want to be the best in the eyes of our patrons by providing personalized services at their doorstep.

PTIC as a body together with its professional cadre has consistently been awarded top achievement awards/certificates of excellence by The Premier Association of Financial Professionals.

Awards and Recognition

Our Way of Success

We are very proud to be one of the very few financial firms in the Country to have been awarded ‘with more than 150 awards over a past few years’ in terms of professionalism and qualifications.

4 Gold Medals

Winner of four Golden Medals in the year 1995-96

Special Jury Award

PTIC’s Financial Planning and Advisory services are well recognizable in the financial sector. It received a special nomination for the Special Jury Award at the Financial Advisor Forum 2014-2015 &  being  awarded  in 2015-16 instituted by UTI, ICRA & CNBC 18.


Recognition of “Wealth Management & Practice” by the Indian Institute of Financial Planning (IIFP).

Preferred Partner

Recognized as preferred partner with Reliance, TATA, HDFC, ICICI Prudential, DSP Black Rock, IDFC, SBI Mutual Fund & Taurus Mutual Fund.