About Me
Having an experience of over 10 years as an advisor.
We have earned license from IRDA and SEBI.
We do customised financial planning.
*Asuraksha Se Aajadi* .
*Financial Planning* We start with understanding client's need and risk appetite followed by drawing customized financial plan, suggest and maintain portfolio through periodical reassessment. which includes...
*1. Investment*
Wealth Creation- Risk Analysis and Goal Based.
*2. Cover For Uncertainties*
2A. Life Protection- Term Insurance.
2B. Health Cover- Mediclaim.
Thanks
Paras Suri
PMS GROUP
MBA IFA
About Work Experience
We are successfully maintaining portfolio of our prestigious clients ranging from resident individuals, corporate houses and NRI.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Portfolio Management Schemes
NPS (National Pension Scheme)