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About Us

About PMS Investments & It's Certified Financial Planner

PMS Investment services is a seasoned investment planning expert with a deep commitment to helping clients build and protect their financial futures. With (20+) years of experience in the financial services industry,PMS Investment services specializes in creating tailored investment strategies that align with clients’ unique financial goals and risk profiles.

As an expert in investment planning,PMS Investment services offers a comprehensive suite of services, including mutual fund distribution and insurance solutions.PMS Investment services carefully selects mutual funds that provide clients with diversified investment opportunities designed to maximize returns while managing risk. By staying informed about market trends and collaborating with top asset management companies, PMS Investment services ensures clients have access to the best investment options available.

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Our Services

Services Built Specifically For Our Clients

Mutual Fund

Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks,...

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Fixed Deposit

Fixed deposits has traditionally been and still is the most popular investment option in India. As per RBI's report on household...

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Life Insurance

Life insurance is financial product that provides the policyholder financial protection in the event of an unfortunate death. Anyone who is working ...

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How Assets Works In Your Best Interest

Monthly Investment

Bank

4.47L

@3% Return

Fixed Deposit

6.96L

@6% Return

Gold

11.30L

@9% Return

Sensex

15.91L

@12% Return

Mutual Fund

22.71L

@15% Return

*Flexi Cap Category average returns for the last 10-year period (As on 08/06/2023)

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