About us

WHAT WE ARE

ABOUT US

Welcome to PTIC INDIA, your premier mutual fund distributor based in New Delhi, India, with over 27 years of unrivaled financial expertise. With a diverse clientele of approximately 6000 investors, we specialize in crafting tailored investment portfolios that encompass both equity and debt schemes.

At PTIC INDIA, we understand the significance of investment decisions in achieving your financial goals. Our dedicated team employs efficient tax planning strategies to optimize your returns while mitigating liabilities. Whether you’re aiming for wealth accumulation, retirement planning, or any other life objective, our interactive tools and calculators are here to assist you every step of the way.

With a relentless commitment to excellence, PTIC INDIA is your trusted partner in navigating the complex world of investments. Contact us today to explore the myriad of opportunities available and embark on a journey towards financial prosperity. Trust PTIC INDIA, your steadfast mutual fund distributor, to guide you towards a brighter financial future.

SPECIALITY

WHY CHOOSE US

Dedicated Relationship Manager

Your Relationship Manager will be the single point of contact for all your investment needs.

Enhanced ROI on Portfolio

We take into account your goals, appetite for risk, and available liquidity, allowing you to increase the return on your portfolio.

Income Management

One factor financial planning is crucial is that it can truly help you manage your money in the best way possible.

Smart Investments

A smart financial plan considers your specific situation, risk tolerance, and long-term goals.

Founded with the goal of being the most trusted and referenced group in the investment plans industry, PTIC INDIA emerges as a beacon of reliability and excellence. As a leading mutual fund distributor, we are renowned for delivering unparalleled client service. Our hallmark is our unwavering accessibility, willingness to align with our clients' goals, and proactive, transparent communication. Comprised of courteous, knowledgeable professionals with a steadfast commitment to integrity, PTIC INDIA stands as a paragon of reliability in the financial landscape.

At PTIC INDIA, we are not merely a financial planning firm; we are advocates of objectivity. Our ambitions resonate with those of our clients, driving us to provide comprehensive evaluation and advice tailored to their needs. Our process includes periodic follow-ups on investments, risk factors, and unique requirements, ensuring that our clients remain on course to achieve their objectives.

Committed to assisting you in identifying and achieving your life goals, PTIC INDIA seamlessly integrates financial objectives with tax-saving programs in our Wealth Investment Plans. Leveraging our team's extensive experience in taxation and accounting, we enhance the tax efficiency of our clients' dynamic portfolios. Through the implementation of tax-efficient procedures in our investment programs, we endeavor to ensure that our clients retain as much of their profits as possible. Trust PTIC INDIA, your steadfast mutual fund distributor, to redefine your financial journey and propel you towards enduring prosperity.

We at PTIC INDIA make "Investment" a prudent decision through effective "Tax planning" and portfolio management. To help you plan for your life objectives, use our interactive tools and calculators. Please do not hesitate to contact us for the greatest investing options.

Successful Clients
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Paar Tax & Investment Consultants Pvt. Ltd.

Mission

Following our beliefs allows us to provide the best possible service to our clients. PTIC INDIA was founded on the principle of serving and delighting our customers. Our top aim has always been to meet the demands of our clientele. We have a beneficial impact on the lives of our clients. Success comes naturally when we implement it with excellence. PTIC delivers world-class service and takes personal responsibility for results.

We place a strong emphasis on interacting with our customers. Such that they not only comprehend the plans we establish but also actively participate in the planning process. As a consequence, our clients receive the maximum amount of benefits and output from our services.

Paar Tax & Investment Consultants Pvt. Ltd.

Vision


PTIC is renowned for providing a comprehensive "ONE STOP SOLUTION UNDER ONE ROOF" across key sectors including Financial Planning, Investment, Taxation, and Insurance Portfolios. Our commitment to ethical business practices underscores our core values. We firmly believe in nurturing long-term relationships, offering dependable guidance, and ensuring the vigilant protection of our clients' interests. Our ultimate goal is to excel in our clients' eyes by delivering personalized services directly to their doorstep.

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