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    Proposal & Introduction For PB Financial Services

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    Abhishek Chaudhary
    The document profiles a financial services company that aims to provide digital support for emergencies, vacations, housing, medical expenses, education, retirement, and legacies. The company analyzes risk and suggests asset allocations across mutual funds, stocks, bonds, deposits, and insurance products. It facilitates online access, transactions, and assistance to streamline investments.

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    Proposal & Introduction For PB Financial Services

    Uploaded by

    Abhishek Chaudhary
    12 views2 pages
    The document profiles a financial services company that aims to provide digital support for emergencies, vacations, housing, medical expenses, education, retirement, and legacies. The company analyzes risk and suggests asset allocations across mutual funds, stocks, bonds, deposits, and insurance products. It facilitates online access, transactions, and assistance to streamline investments.

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    Proposal & introduction for pb financial services (1) (1)

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    The document profiles a financial services company that aims to provide digital support for emergencies, vacations, housing, medical expenses, education, retirement, and legacies. The company analyzes risk and suggests asset allocations across mutual funds, stocks, bonds, deposits, and insurance products. It facilitates online access, transactions, and assistance to streamline investments.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    12 views2 pages

    Proposal & Introduction For PB Financial Services

    Uploaded by

    Abhishek Chaudhary
    The document profiles a financial services company that aims to provide digital support for emergencies, vacations, housing, medical expenses, education, retirement, and legacies. The company analyzes risk and suggests asset allocations across mutual funds, stocks, bonds, deposits, and insurance products. It facilitates online access, transactions, and assistance to streamline investments.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    COMPANY PROFILE

    Company Introduction

    Pb Financial Services imf pvt ltd is AMFI registered company with a mission to provide seamless digital
    support for Emergencies fund, Vacation, House, Medical, Education Planning for Children, Financial
    independence at Retirement & Creating Legacies for Future Generations.

    What do we Do

    We propose to add value in investments after understanding the need & risk appetite of the client or
    Corporate only on research based advisory.
    Our endeavour is to analyse the risk and according suggesting the asset allocation under different head
    mentioned below.

    We at Private Bankers stand with you with fleet of experienced financial doctors of more than 15yrs to aim
    at designing your portfolio & periodic review. The start-up opened its wings in 2018, aiming to Digitize
    Indian investors & ease of doing investment even if you travel. Our endeavour is to analyse the risk and
    according suggesting the asset allocation. We also facilitate online KYC, online portfolios transaction to
    reduce human intervention to save time & money.
    1. Consolidation of your existing investment portfolio
    2. Reports & Analysis
    3. 24*7 access online
    4. Door step assistance
    5. Mobile application
    6. Online Transaction

    Product Highlights

    •MUTUAL FUNDS
    •MODEL PORTFOLIOS
    •STOCKS
    •PMS
    EQUITIES
    •FIXED DEPOSITS
    • CORPORATE & GOVT BONDS
    • DEBENTURES
    DEBT • PREFENCIAL SHARES
    • STRUCTURED PRODUCTS
    •NATIONAL PENSION SCHEME

    • TERM PLANS
    • MONTHLY INCOME PLAN
    LIFE & HEALTH PROTECTION • MEDICAL INSURANCE
    • CANCER COVER

    Our Partners

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