About Us
Who We Are
Led by a seasoned Investment professional and MFD, Suresh PN with an Engineering and MBA background, we combine deep technical expertise with comprehensive financial insights to offer truly customized solutions for every client segment. At PNS INVESTMENT FIN SERVICES, we don’t just manage investments-we engineer success.
Join us on a path toward smarter, data-driven investing that puts your financial future first. Let us help you navigate the complexities of the financial world and achieve your investment goals with confidence. Reach out to us today and Sign up to start your journey towards financial success!
Mission
Simplyfying Investments, Securing your Financial Freedom, through Expertise and Trust
Vision
Shaping your Financial Future, Today, Everyday.
What Sets Us Apart
Engineering-Driven
Investment Strategies
Our investment approach is backed by a strong foundation in engineering principles. We use quantitative analysis, financial modelling, and data-driven methodologies to design portfolios that are precise, efficient, and optimized for performance.
Professional Financial
Planning
A comprehensive financial planning service that spans investment, retirement, tax, and estate planning. This is offered to all client segments, from individuals to SMEs. Plans are built using advanced planning tools, integrated with engineering-style precision in projections and analytics.
Advanced Data Analytics &
Technology
Using state-of-the-art tools like the Online Investment and research Platform and advanced data analytics, we offer enhanced market insights, real-time tracking, and intelligent asset allocation. Our tech-driven process ensures that every investment decision is well-informed and strategically sound.
Tailored Solutions
for All
Whether you’re an individual investor, a business owner, or a high-net-worth client, we offer professional services tailored to your specific financial goals. From personalized portfolio management to automated investment strategies, we’re equipped to serve any client segment with a high degree of personalization.
Risk Management
Expertise
With our quantitative risk management framework, we identify potential risks before they arise and offer strategies that keep your investments secure, even in volatile markets.
Commitment to
Innovation
We believe in staying ahead of the curve. By integrating AI-enhanced forecasting, smart asset allocation algorithms, and financial engineering techniques, we offer clients the benefits of future-forward investment strategies that adapt as the market evolves.
Interactive Client
Dash Board
A personalized client dashboard that integrates with the platform, offering real-time insights, investment performance tracking, and analytics at their fingertips. We offer Multiple Products like Mutual Funds, Bonds, PMS, AIF, Insurance, P2P Investment products, Small case and many more.
Automation of Routine
Investment Processes
Offering an automated investment management product using Robo-advisor capabilities, integrated with the Investment platform to handle routine tasks like portfolio rebalancing, tax-loss harvesting, and dividend reinvestment. Provides a seamless hybrid of automation and personalized advisory.
Security, Privacy and
Confidentiality
With BSE STAR integration, your investments and transactions are safe, secure and confidential.
Years
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Dentists
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Clients
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Team
Suresh P N,
B.Tech, MBA, PGDBA
Suresh PN is an Engineer, MBA (Marketing and Finance) and is a SEBI registered Mutual Fund Distributor and PMS Distributor. He is passionate about Personal Finance and offers an automated online investment platform, free of cost to his clients. He conducts knowledge sessions on Money and Markets, Risk Management, Money management and Goal Planning.
Suresh PN is a keen strategist with over 30 years of experience in Business Development, Operations and as a PL head working for companies like DCM, Wipro, eComServer, ISOFT, Medtech. He has mentored Start-ups and early stage growth firms for Funding, expansion and M&A before taking up a full time role in Personal Finance.
Suresh PN has done specializations in Hospital Management, Energy Management, Enterprise Risk Management, and Cyber Laws. He is a member of various professional bodies, Industry associations and a visiting faculty for leading management institutes.
Smiriti Sahaana S,
B.Com, CA