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CURRENT INVESTMENT PORTFOLIO REVIEW
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who We are
PA Wealth Advisors is a Wealth Management Organisation having its head office in Ludhiana, Punjab. PA Wealth Advisors' team has its core competence in Equity Research Analysis & Portfolio Management. The team is engaged in planning and handling customised, unconflicted investment solutions for Retail and HNI clients. The team provides Professional Investment Advice for investments in Indian equities & debt instruments to Individuals, corporates and family offices.read More
An independent team engaged in conducting research and analysis to provide the best possible equity investment stratergies. Reformulating the portfolios as per current market changes in order to extract the results as expected. Also expediating the process for investing including the formalities for new as well as experienced investors.
The biggest advantage of investing through a mutual fund is that it gives small investors access to professionally-managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult to create with a small amount of capital. The team makes comparisons amongst the top Mutual Funds in India and suggests as needed .
Insurance team specialised guidance and advice for investment in various insurance schemes - life and general insurance. The facility combined with other leg service results in complete financial planning.
PA Wealth Advisors' professionals engage with client on a constant basis for gathering client data in order to determine goals and expectations, evaluating the client's financial status, presenting the financial planning recommendations and/or alternatives, implementing the financial planning recommendations and monitoring the same over the planned period.
Our Business Affiliates
Steve Jobs: "Great things in business are never done by one person, they are done by a team of persons"
These are our business affiliates that provide an endless support to serve our clients efficiently and effectively
"What our clients say about us"
Injazat Data Systems (Dubai)
Head-Sales, GoAir India ltd. (Mumbai)
Prebon Yamane India Ltd. (Mumbai)
Synapse Techno Design Innovations Pvt. Ltd. (California, USA)
Doctor (Muscat, Oman)
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