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Comprehensive Investment Services

PA Wealth’s professionals engage with client on a constant basis for gathering client data in order to determine goals and expectations, evaluating the client’s financial status, presenting the financial recommendations and/or alternatives, implementing those recommendations and monitoring the same over the planned period.

It is the development of financial roadmap that fulfils the personal needs and goals. Every person plans for the future so that old age is secure as well as the offspring’s financial future remains unharmed. Thereby financial assets is to be determined and implemented.

Inputs for Comprehensive Investment Services

Goals and Duration

It is important to understand the client goals, and over what time period he/she wants to achieve those goals. Goals may be short term (to be achieved within a time span of one year) and have to be fulfilled by being conservative or long term goals that require holding the financial assets over a long time period.

Need for Growth or Regular Income

Financial planning also depends on the clients’ needs for capital appreciation or steady income. Not all investments satisfy both requirements. Such needs are dependent on multiple factors – age, dependable source of income, risk level, family considerations and many others.

Risk profiling

Risk profiling is an important step for setting financial roadmap. Every individual should know what their risk capacity is. Crucially, one’s risk profile will change after certain period of time or due to other life factors. A single person might be able to take a lot of risks as compared to a person having dependents or financial liabilities.

Inflation

Inflation is a part of our economic life in India. The purchasing power of your money is going down every year. The asset allocation must be such so as to cover the inflation rate at least if going conservative. More over if appropriately diversified we aim to plan out such portfolios that surpass the inflation in many folds.

Liquidity Needs

Prior to investing, it is quite crucial to get clear that for how long one wants to keep the money blocked and to understand the duration that an investment will take to liquidate . Stock market linked instruments are much easier to get liquidated than many others. Accordingly financial plan shall be made that fulfils the requirement that funds are available with ease in need of hour. But viewed with growth point of view, certain portfolios prove to be beneficial if held over a considerable period of time.

Why PA Wealth

Our team while setting out financial plans clearly obtains details relating to such factors as such factors will affect the decision of selecting the instruments for wealth creation.

Contact Us

Book a consultation experienced advisors.

Email Us

info@pawealth.in

Call Us

+91-9988275566 +91-9988275566

What Customer Says

    Happy to say that i will be permanent customer to PA.

    Abhilash Reddy Sannapareddy

    Injazat Data Systems (Dubai)

      Excellent fund management... 24x7 what's app service good returns in midcap space

      Head-sales, GoAir India ltd. (Mumbai)

      Vishal Lagad

        Honest and very hard working team with clear goal of Achieving Great returns for their clients..

        Mihir Patel

        Businessman (Gujarat)

          Great advisory service. Glad to be associated with them.

          Kunal Bhartiya

          Prebon Yamane India Ltd. (Mumbai)

            What they say will do.. guys leave all on them to do keepitup pa- wealth team

            Sagar Patel

            Businessman (Gujarat)

            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.”

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

            Client testimonial. On screen: Mr. Amit Bansal, Horizons Institute, Ludhiana.

            “I called about some work at 7:30, and within half an hour they got back to me: ‘Sir, I’ve lined it up, it will be done tomorrow.’ If I need a certificate or anything else, everything is downloadable from there — and the best part is that everyone can understand it.

            It’s a joy to see the growth when I open my portfolio. Really amazing services from the advisors, and honest investment advisory. I would say thank you for the support.”

            [Applause]

            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.”

            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]