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, superior financial planning firm which clients value because our goals are aligned with theirs. We have a proven process to deliver comprehensive analysis and advice delivered by knowledgeable professionals. Our process includes consistent follow-up on investments, risk, and 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 employ tax efficient strategies in our investment management and financial planning to ensure our clients keep as much of their gains as possible.
Every client is unique, and every financial plan is different. We assess your objectives, your resources, your risk tolerance and any other relevant information in order to develop a financial plan that best fits your needs. It takes several meetings and careful analysis to propose an appropriate plan. The financial plan determines how we manage your wealth.
Adhering our values allows us to serve our clients to the best of our abilities. No. 1 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. No. 2 When we execute with excellence, success naturally follows. We provide world-class service and and are personally accountable for delivering results.
We firmly believe in empowering our clients so that they not only understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible. We always do everything we can to ensure our advice is straightforward and exceeds expectations.
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.
We, as PTIC, have adopted core values of ethical business services. PTIC firmly believes in long term relationship, dependable advice, watchful care of the interests of our esteemed clients. PTIC simply wants 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 have consistently been awarded top achievement awards/certificates of excellence by The Premier Association of Financial Professionals.
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 recognized 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).
Recognized as preferred partner with Reliance, TATA, HDFC, ICICI Prudential, DSP Black Rock, IDFC, SBI Mutual Fund & Taurus Mutual Fund.