About us

Discover the PA Wealth Difference

At PA Wealth, we redefine your Wealth Creation journey. Discover the PA Wealth Difference – a commitment to excellence, integrity, and personalized strategies for your ultimate financial growth.

4,500+

Happy Investors

20+

Years Experience

2200+ Cr

AUM

What We Provide

At PA Wealth, we offer a comprehensive suite of financial services, including Stocks, PMS/AIF, Mutual Funds, Startup Investments and Insurance. All your financial assets grow at one place.

Know more about our Services

Stocks PMS/AIF

Startup Investments

Mutual Funds

Insurance

About PA Wealth

At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹2200+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and strategic investments.

Our Core Offerings

Stock Advisory Service: Backed by continuous research, data analysis, and regular reviews, our team provides expert stock recommendations to help investors make smarter equity investment decisions.
Wealth Management: Helping UHNIs, HNIs, and Corporates grow their wealth through expert portfolio management in Stocks PMS/AIFs, Mutual Funds, Debt Markets, and Startup Investments.
Equity Fundraising: Assisting Corporates in raising capital through SME IPOs and other equity market instruments.
Debt Market Solutions: Facilitating corporate fundraising via bond markets and structured debt instruments.
Global Investment Opportunities: Providing advisory services for Dubai Real Estate Investments investors.

At PA Wealth, we are committed to building lasting relationships based on trust, transparency, and value creation for all our stakeholders.

Our investment strategies are based on Client risk Profiling & time horizon

In depth Research of Investment Avenues

We have a dedicated research team involved in creating customized investment portfolios for investors.

Skin in the Game

We are ourselves invested in our directed investment portfolios. Thus, you win we win.

Our Investment Expertise

PA Wealth provides research-driven investment solutions across stock advisory, PMS/AIF, mutual funds, startup investments and other financial services. Our approach combines fundamental research, market analysis, risk management and investor-specific strategies to support informed long-term investment decisions.

Read the video transcript

Transcript based on the video’s captions, lightly edited for readability.

Client testimonial. On screen: Mr. Vicky Gogia, Auto Parts Manufacturer.

“Hi, this is Vicky Gogia. I’m in the business of manufacturing automobile components, and I’ve always been fond of investing in liquid assets. I’ve worked with many big names among investment companies. At PA Wealth, it’s Paras and Abhishek. One of my CAs referred me to them, and the best part is that they never try to sell me any product.

The first time I met them, they involved me in the conversation. As I’m a moderate risk-taker, they designed my profile accordingly, and they were very realistic about the returns mutual funds generate. They diversified my portfolio very well.

I would say it is one of the best investment firms in Ludhiana. They are always there — they take a decision and give me the service that’s required. The team is so efficient, and I wish them all the success. Good luck to Paras and Abhishek for all their future endeavours. Thank you very much.”

Read the video transcript

Transcript based on the video’s captions, lightly edited for readability.

Client testimonial. On screen: Dr. Nancy Gupta.

“Hi, I’m Dr. Nancy Gupta, a homeopathic doctor from Ludhiana, Punjab. I have been practising for the last 16 years, and my expertise is gynaecology and paediatric cases.

My association with Mr. Abhishek Chawla, Director of PA Wealth Advisors, has been more than six years. My investment experience with him has been trustworthy and amazing. Timely, valuable advice and transparency in his services have always maintained my confidence, which is helping my portfolio achieve my financial goals.

He has always impressed me and my family with his global understanding and his expertise in mutual funds and equities. The journey to date has been impeccable. So what are you waiting for? He is the best in this field.”

Read the video transcript

Transcript based on the video’s captions, lightly edited for readability.

Client testimonial. On screen: Mr. Kushal Bhatia, Bhatia International. The video is mostly music; the spoken part is short.

“…I just want to say a big thanks to PA Wealth Advisory, Mr. Abhishek and Paras. [I’ve been with them for] I think the last five years.”

[Music]

Read the video transcript

Transcript based on the video’s captions, lightly edited for readability.

Client testimonial. On screen: CA Arsh Gaur, Finamite Solutions.

“I always had an edge with numbers. I knew the importance of financial markets and of long-term investing, but being occupied with my practice and business consultancy, I was not able to focus on creating wealth and on my goals.

That’s where another team of Chartered Accountants — PA Wealth Advisors, Paras, Abhishek and their team — came to support me. They have a dedicated equity research team focused on creating wealth for their investors, and a very dedicated team of RMs and CRMs who are always on their toes to provide the best service and any documentation help you need.

They are a very professional company. I’ve been associated with them for around three years now, and I can surely say that by investing through them, my money is in safe hands and it is growing every day.”

Read the video transcript

Transcript based on the video’s captions, lightly edited for readability.

Client testimonial. On screen: Mr. Aniket Pachore, Industrialist (Kolhapur, Maharashtra).

“Namaste. My name is Aniket Pachore. I’m a mechanical engineer by qualification, an industrialist by profession, and an investor and trader by passion. I’ve been investing and trading in the capital market for the last 18 years, but the last five years have been really good for me, thanks to PA Wealth.

I met PA Wealth in 2020, a month before COVID, and that’s when our association started. They have really helped me invest in mutual funds, equity and portfolio management services. They are really good with their research advisory and very fast communication and support, and they treat customers like associate partners.

I wish them very good growth in the coming years, in line with India’s economy. Thank you very much.”

Read the video transcript

The speaker talks in Hindi. This is an English translation of the video’s captions.

Client testimonial. On screen: Mr. Nishant Sama, Radha Agro Industries.

“I’m Nishant Sama, from Radha Agro Industries. I’ve been investing with PA Wealth for the past seven years. Earlier, I didn’t know what to invest in. We used to invest in land, and the money would get blocked. When we thought of putting money into our industry, we couldn’t tell whether there would be returns or whether the money would be lost.

Then I met Abhishek and Paras. I started with a small amount at that time, and it has now been seven years. I have invested in mutual funds, startups, PMS and stocks — all of their offerings. It now feels like a separate business is running on the side.

I’m very satisfied, and I recommend everyone invest with PA Wealth. I’m very, very happy with the services. Thank you.”

What our Clients say about our team