Services
Best Mutual Funds Investment
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Our Mutual Funds Service includes Lifetime Assistance on:

SIP Investment
(Existing as well as fresh)

Lump Sum Investment
(Existing as well as fresh)

Upcoming NFOs

Existing Mutual Fund Portfolio Restructuring

Mobile Application for Mutual Fund Portfolio Tracking
Explore the Power of Mutual Funds with PA Wealth
A line chart comparing two portfolios over time. Both start at the same value.
- Our Mutual Funds Portfolio (green line) rises steeply and curves upward.
- Mutual Fund Portfolio based on Star Ratings (blue line) rises more slowly.
- The gap between the two lines at the end is labelled Alpha generated by our MF Portfolio.
The chart is illustrative and shows no figures on its axes.
Key Highlights
- Personalized Mutual Funds Portfolio from one of the best Asset Managers of the country.
- Recommendations based on the Risk Profiling of person-to-person.
- Dedicated Relationship Manager & 24*7 WhatsApp Support.
- Asset allocation based on sentiments of market
- Periodic Review & appropriate re-balancing to ensure your MF portfolio is on right track
- Build a well balanced portfolio
- We recommend Mutual Fund Portfolio based on continuous in-depth research rather than Star Ratings available on internet.
The PA Wealth app, shown on a laptop and a phone. The home screen includes:
- Portfolio summary: Market Value and Purchase Value, with a Login button.
- Investment Route:
- Invest in Top Performers – see best funds on the basis of trailing returns
- Top SIP Schemes – view best funds on the basis of trailing SIP returns
- New Fund Offers – invest in the latest NFO
- Latest NAV – view daily updated NAV of all schemes
- Fund Picks – shortlist best funds as per our expertise
- Financial Tools: Lumpsum Calculator, SIP Calculator, Cost of Delay SIP, Education Calculator, Marriage Calculator, Retirement Calculator.
One Mobile Application for all your Investments at One Place
Experience seamless experience with our Best Investments Platform. Enjoy advanced features like real time view of your returns, user friendly interface, easily downloadable reports, Investments Calculators, your SIP performance, detail of all Investments at one place among many others.
What our Clients say about our team
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]
Happy to say that i will be permanent customer to PA.
Injazat Data Systems (Dubai)
Excellent fund management... 24x7 what's app service good returns in midcap space
Vishal Lagad
Honest and very hard working team with clear goal of Achieving Great returns for their clients..
Businessman (Gujarat)
Great advisory service. Glad to be associated with them.
Prebon Yamane India Ltd. (Mumbai)
What they say will do.. guys leave all on them to do keepitup pa- wealth team
Businessman (Gujarat)
Frequently Asked Questions
Mutual funds pool money from multiple investors and invest it in diversified assets such as stocks, bonds, or securities. Professional fund managers manage these investments to generate returns based on the fund’s objective and market performance.
Mutual funds are suitable for beginners, salaried professionals, business owners, and long-term investors who want diversification, professional management, and access to financial markets without actively managing investments.
Common types include equity funds, debt funds, hybrid funds, index funds, and ELSS funds. Each type serves different financial goals such as wealth creation, income generation, or tax savings.
Mutual funds are regulated and professionally managed, which helps reduce risk through diversification. However, returns depend on market performance, so investors should choose funds based on their risk tolerance and goals.
To select the right mutual fund, evaluate your financial objectives, investment horizon, and risk appetite. Consulting a financial advisor can help you identify funds aligned with your long-term wealth strategy.