What We Offer
We offer a Platform, Services and Tools at Every stage of your Investment Life Cycle
Our RRLT-G Framework
For Comprehensive Composite Planning Contact us
Start Smart
Building a strong financial foundation starts with disciplined saving. We guide you in setting aside money wisely, ensuring you’re prepared for both expected and unexpected life events.
Dream Design
Begin your financial journey with a solid plan tailored to your goals. At PNS INVESTMENT, we help you identify your short and long-term objectives, whether it’s saving for retirement, buying a home, or funding education.
Wealth Blue Print
Our time-tested investment approach is built on the RRLT-G Framework, ensuring harmonious balance between:
R – Risk
Managing risk to protect your wealth
R – Return
Optimizing returns to grow your wealth
L – Liquidity
Ensuring access to funds when needed
T – Tenure
Time duration for Each Goal
G-Goals
Aligning investments with your Short, Medium, Long term, Retirement goals
The benefits are Balanced portfolio, Risk mitigation, Tailored solutions, Flexible liquidity, Goal-oriented investing to secure your family’s financial future
Growth Accelerator
Grow your wealth by investing in options that align with your risk appetite and financial goals. From mutual funds to bonds and stocks, our expert advice ensures your money works hard for you.
Portfolio Pulse
Successful investing requires ongoing management. Our advisors regularly review your portfolio, optimizing performance and adjusting to market changes, so you stay on track toward your financial goals.
Golden Years
Distribute your wealth strategically to meet future needs. Whether it’s planning for retirement or passing on assets to loved ones, we ensure your wealth is efficiently allocated and protected.
Services offered
- Risk Profiling for Self and Family
- eKYC for mutual Fund and Stock Investing
- Registration in SEBI approved ONLINE Transaction Platform (Free)
- FREE Android or iOS based Mobile Application
- Analysis of Existing Portfolio and X Ray report-by appointment
- Portfolio Management, Monitoring and Reports
- Tax Reports
- Asset Allocation and Portfolio Balancing yearly or Half yearly
- PMS and AIF Products Selection and Distribution
- Multi Asset Dash Board
- Offering of other Products like Small Case, Insurance, NPS, P2P loans, Bonds and Unlisted Shares
- Retirement Planning, Composite Goal Planning and Analytics using Advanced Tools and Research Platforms