Services

Other Services PA Wealth

Q: How can I recover lost or unclaimed shares and mutual funds?

You can recover unclaimed shares or mutual funds by verifying ownership documents, submitting claims, and completing regulatory procedures. Professional assistance simplifies the process and ensures faster recovery of your assets

Q: Why is will and trust planning important for wealth protection?

Will and trust planning ensures your assets are distributed according to your wishes while avoiding legal complications for your family. It also helps protect wealth, minimize disputes, and create a structured legacy plan

Q: Is investing in Dubai real estate a good option for wealth building?

Dubai real estate investments can offer attractive rental yields, tax advantages, and global diversification. However, investors should evaluate market trends, legal requirements, and long-term goals before investing.

Q: Who should use these financial support services?

These services are suitable for investors, business owners, families, and individuals who want liquidity, asset recovery, estate planning, or global investment opportunities to strengthen their financial strategy.

Comprehensive Wealth Solutions

Expert Advisory in Fundraising, Liquidity, Recovery & Estate Structuring

Loan Against Securities

Unlock Capital Without Selling Your Investments
Get Funds In Minutes With Minimal Documnetation
Advisory on Loan Limits, Lender Comparisons and Interest Structures
Pay Interest Only On The AmountYou Actually Use
Repay anytime without penalties
Quick and seamless application from start to finish

Recovery Of Shares/Mutual Funds

Government-backed authority under the Companies Act to help investors reclaim unclaimed shares, dividends, and deposits transferred to IEPF
Mutual fund investments left unclaimed due to inactivity or outdated details, recoverable by contacting the respective fund house with valid proof.
Legal and procedural support for name mismatch, transmission, and KYC discrepancies
List ItemEnd-to-end follow-up until rightful ownership is restored to the investor

Safeguarding Legacy via Will & Trust Planning

Personalized estate planning with expert guidance on drafting, registration, and execution
Strategic asset distribution to ensure smooth wealth transfer and family alignment
Minimized legal and tax hassles for lasting peace of mind across generations
Periodic review and updates of estate plans to reflect changes in family or financial circumstances

Building Wealth via Dubai Real Estate Investments

Strategic guidance on residential and commercial properties with strong capital growth potential
End-to-end support — from property selection to legal due diligence and documentation
Expert deal structuring across lease, REITs, and co-investment models for diversified exposure
Support for NRI/foreign investors including compliance, financing, and repatriation

Dedicated Relationship Manager

24*7 Whatsapp Support

Detailed Reports

On call discussion with our team

Book a Consultation Leave us a message.

Our team will get in touch with you to clear all your doubts regarding Investments.

Email Us

info@pawealth.in

Call Us

+91-6239475251

What our Clients say about our team

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

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]

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]

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)

Frequently Asked Questions

What is a loan against securities and how does it work?

A loan against securities allows you to borrow funds by pledging financial assets such as shares, mutual funds, or bonds as collateral. This option provides quick liquidity while letting you retain ownership of your investments.

How can I recover lost or unclaimed shares and mutual funds?

Why is will and trust planning important for wealth protection?

Is investing in Dubai real estate a good option for wealth building?

Who should use these financial support services?