Our Wealth Management Services
We understand that your priorities and aspirations are distinctive and constantly evolving. That’s why we provide personalized and unique investment solutions backed by a robust investment framework and deep expertise in what we do.
WE SERVE
WE SERVE
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Affluent & HNI Individuals
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Corporates
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Institutions
WE PROVIDE THEM ACCESS TO
WE PROVIDE THEM ACCESS TO
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Wealth + Investment
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Broking + Investment Banking
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Lending against securities
ACROSS ASSET CLASSES
ACROSS ASSET CLASSES
VIA
VIA
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Engagement with clients
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Powered by
Our Clientele
Why choose PL to manage your wealth
Wealth management solutions tailored to your financial goals
Access to exclusive investment opportunities
Portfolio management approach spanning diverse asset classes
Seasoned team of investment professionals managing your portfolio
Comprehensive approach to wealth management : from retirement planning to estate management
Leverage cross – functional synergies across our ecosystem from fund raising to lending
Robust time-tested investment frameworks
8-decade expertise in financial markets
Strict confidentiality and privacy assured
Effective risk management to protect your wealth
Our Wealth Management Offerings
Our Wealth Management Approach
At PL, we are always available. In a world expecting you to
'Do It Yourself', we will guide you at every step
At PL, we are always available. In a world expecting you to 'Do It Yourself', we will guide you at every step
We begin by gaining a deep understanding of your financial goals, aspirations, and values.
We ascertain risk profile - very conservative, conservative, moderate, aggressive or very aggressive
We do a diversification analysis - identify missing asset classes from the portfolio
We eliminate underperformers by identifying investments which are not up to the mark
We include rigorous risk management strategies to safeguard your investments again market volatility and unexpected events
We give portfolio rebalance suggestions by proposing changes in alignment with the above findings
We give our final recommendations - all of the above plus investment goals, time horizon and size and nature of existing portfolio
We regularly review your portfolio’s performance, providing you with timely reports and recommendations to make informed decisions
“We provide tailor-made financial solutions for our clients guided by the unwavering principles of trust and integrity. Every step is crafted with precision, ensuring that your prosperity transcends generations.”
Chairperson & MD, PL Group
Benefits of Wealth Management
Access to experts who ensure that all aspects of your wealth are aligned with your long-term goals and financial aspirations
Get personalised strategies that are tailored to your risk tolerance, time horizon, and financial objectives
Seasoned professionals help you make informed decisions and meet your financial goals effectively
Employ strategies to mitigate risk by diversifying your investments across different asset classes and geographies
You can stop worrying about managing your finances. Qualified professionals will handle your portfolio and ensure that you meet your investment objectives
By working with wealth managers, you can create a plan to preserve and transfer your wealth through estate planning and wealth transfer strategies
Meet the team
Inderbir has built and nurtured strong relationships with both internal and external stakeholders and clients, especially in the HNI, Family Office and Institutional space. He has handled important assignments for esteemed organizations like ICICI Securities Ltd, Aditya Birla Money Ltd, Reliance Wealth...
His innovative mindset, combined with his entrepreneurial experience and analytical problem-solving abilities, empowers him to drive transformative strategies that enhance business performance. ...
We promise to be responsible and responsive
fiduciary partners to all our clients.
We promise to be
responsible and
responsive fiduciary
partners to all our
clients.
Our seasoned experts quoted in the news
FAQs on Wealth Management
Wealth management is a holistic approach to managing an individual’s or family’s money with the goal to maximizing wealth, preserving wealth and assets and achieving financial goals.
Wealth managers conduct an in-depth analysis of your current financial situation, identifying your goals, risk appetite, investment horizon and creating a personalised comprehensive plan to achieve them. It goes beyond simple investment advice and encompasses a wide range of services, including investment management, tax planning, estate planning, risk management and more.
Opening a private wealth account offers several benefits such as :
- Customized investment solutions
- Personalized service and dedicated support
- Comprehensive approach to wealth management
- Access to exclusive products and services
- Confidentiality and privacy
Over the past 8 decades, PL has gained deep expertise and experience in managing and growing the client’s wealth.
Wealth management encompasses a wide range of services, including investment management, tax planning, estate planning, risk management and more. Whether you’re seeking mutual funds, PMS, AIFs, insurance, fixed deposits, bonds, SGBs, international investments, unlisted equities, or loan facilities, access it all under one roof with our comprehensive product suite.
- Direct Equity & IPO – Make the right investments with our specialised research desks
- Mutual Funds: We have a dedicated MF desk, because we know selecting the right mutual fund is difficult. Get access to 44+ fund houses, 36 different MF categories, 2500+ schemes with PL.
- PMS: Through strategic tie-ups and our in-house Quant-based PMS strategies, we provide access to industry-leading PMS funds.
- AIF: Diversify your investment portfolio with leading AIFs across Long & Short, Private Credit, and Multi Cap categories.
- Insurance: Access a wide range of insurance policies across general, health, and life and get guidance in choosing the best policy based on your needs.
- FDs, Bonds, SGBs: Access the top corporate fixed deposits, bonds, SGBs, and other fixed income instruments.
- PL Vested: Diversify your portfolio by investing in a wide range of US stocks and take advantage of global investment opportunities.
- Unlisted Equities: Participate in high-growth ideas at an early stage with our Unlisted Equities, ranging from big brands to fast growing start-ups.
- Loan Against Shares – Leverage existing holdings to access credit solutions
You can write to us at wealth@plindia.com or call us on +91-8828839802
