PAAR TAX AND INVESTMENT CONSULTANTS PVT. LTD
Financial Advisor in South Delhi
pticindia.com
Remember you found this company at Infoisinfo
801000770?
Address
C-345, Block C, Defence Colony, New Delhi-110024. Lajpat Nagar.. P.C. 110024, South Delhi, South Delhi.What you should know about PAAR TAX AND INVESTMENT CONSULTANTS PVT. LTD
We are passionate about helping people organize their wealth to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living! We are PTIC (the name you trust)
PTIC was established in 1995 & instituted it with the vision to be the most respected and referred wealth management group.
We are known for superior client service, which means that we are accessible to our clients, willing to be measured according to their expectations, and we are proactive and clear communicators. Our business is comprised of friendly and informed staff who maintain high levels of integrity. We are known as an objective and superior financial planning firm because our goals are aligned with our Clients value. We have a proven process to deliver complete analysis and advice delivered by our experienced professionals. Our process includes regular follow-up on investments, risk-factors, and other special needs.
We serve globally, and our mission is to help our clients make more of their financial planning, by providing first-rate advice in the area/areas of wealth management, investments, Retirement Planning, insurance.
We are a team of wealth managers who focus on helping you realize your goals. Wealth management brings together financial planning and investment management. The team’s very significant experience in taxation and accounting is an invaluable asset in maximizing the tax efficiency of client portfolios. We implement tax efficient strategies in our investment and financial planning to ensure our clients keep as much of their gains as possible.
Every client is unique and their financial needs are different. We determine your goals, your resources, and any other admissible information in order to develop a financial plan that best fits your requirements. It takes time and careful analysis to come up with an appropriate plan. The Financial Plan decide how we manage your wealth.
Adhering our values allows us to serve our clients to the best of our abilities. No. 1 we are Client focused – Our Company was built on serving and satisfying clients, and meeting our clients’ needs is always our No. 1 priority. We make a positive difference in our clients’ lives. No. 2 When we execute with excellence, success naturally follows. We provide world-class service and are personally accountable for delivering results.
We strongly believe in empowering our clients so that they not only understand the plans we set up but really engage and interact with the planning process to get as much out of our service as possible. At PTIC, We always do everything we can to ensure our advice is straightforward and exceeds expectations.
PTIC was established in 1995 & instituted it with the vision to be the most respected and referred wealth management group.
We are known for superior client service, which means that we are accessible to our clients, willing to be measured according to their expectations, and we are proactive and clear communicators. Our business is comprised of friendly and informed staff who maintain high levels of integrity. We are known as an objective and superior financial planning firm because our goals are aligned with our Clients value. We have a proven process to deliver complete analysis and advice delivered by our experienced professionals. Our process includes regular follow-up on investments, risk-factors, and other special needs.
We serve globally, and our mission is to help our clients make more of their financial planning, by providing first-rate advice in the area/areas of wealth management, investments, Retirement Planning, insurance.
We are a team of wealth managers who focus on helping you realize your goals. Wealth management brings together financial planning and investment management. The team’s very significant experience in taxation and accounting is an invaluable asset in maximizing the tax efficiency of client portfolios. We implement tax efficient strategies in our investment and financial planning to ensure our clients keep as much of their gains as possible.
Every client is unique and their financial needs are different. We determine your goals, your resources, and any other admissible information in order to develop a financial plan that best fits your requirements. It takes time and careful analysis to come up with an appropriate plan. The Financial Plan decide how we manage your wealth.
Adhering our values allows us to serve our clients to the best of our abilities. No. 1 we are Client focused – Our Company was built on serving and satisfying clients, and meeting our clients’ needs is always our No. 1 priority. We make a positive difference in our clients’ lives. No. 2 When we execute with excellence, success naturally follows. We provide world-class service and are personally accountable for delivering results.
We strongly believe in empowering our clients so that they not only understand the plans we set up but really engage and interact with the planning process to get as much out of our service as possible. At PTIC, We always do everything we can to ensure our advice is straightforward and exceeds expectations.
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Services
PTIC holds a reputation for providing "One stop solution under one roof" with business segments linked & related to investment, taxation & Insurance. Our services are
Wealth Management Services, Financial Planning, Retirement Planning Services, Mutual Fund Investment, Equity Linked Saving Scheme (ELSS), Systematic Investment Plan (SIP), National Payment System (NPS), Life Insurance, General Insurance, Term Insurance and Child Future Planning
Wealth Management Services, Financial Planning, Retirement Planning Services, Mutual Fund Investment, Equity Linked Saving Scheme (ELSS), Systematic Investment Plan (SIP), National Payment System (NPS), Life Insurance, General Insurance, Term Insurance and Child Future Planning
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Additional information
Payment methods we use:
- Cash
- Credit card
- Debit card
- Bank transfer
- PayPal
- Bank check
- Other payment methods
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