Mutual funds

Invest with us to experience the difference for with our expertise.

Wealth Management

We offer different investment instruments for better diversification

Tax Planning

Plan to save your taxes by investing in tax saving instruments

Family Succession

We help you in addressing the legal aspects of your financial matters

Our Services

Mutual Funds

Invest with us in different instruments for better returns and diversification.

Investor Awareness

As a part of our responsibility, we educate our clients and make them understand the investment ecosystem.

Tax Planning

Plan to save your taxes by investing in tax saving instruments

Legal Bytes

Know your legal rights and your constitutional rights and how to use them for protecting yourself.

Wealth Management

Invest with us in different instruments for better returns and diversification

NRI Services

We offer exclusive NRI services with appropriate guidance in investments, tax planning, Legacy planning.

What Customer Say About PG Financials

Mr. Girish Doshi
Read More
I am associated with PG Financials since its inception. I had excellent services received from Mr. Akhilesh Dubey who has nurtured and grown my portfolio. He has single handled managed my remittances, NRI accounts and other conveniences. He has been very helpful in NRI banking and PMS management. I would definitely recommend the services of this team to everyone as he has become a part my family. (
Kapil Vairagi
Vashi Navi Mumbai
Read More
Ms. Gayatri has been very helpful in managing my portfolio. She has helped me in my entire banking and insurance journey till date. Even though, insurance is not her subject, she has helped me in servicing and getting latest updates. She has been prompt and true in selecting funds and has almost advised all my investments timely without being selfish for investments. Even when I was offering to invest she refused whenever time was not favourable. My investments have grown more than 15% which helped me in the purchase of property
Usha Garodia
Ghatkopar, Mumbai
Read More
Akhilesh has helped me in resolving all my demat issues and maintaining my portfolio. He has not only helped me in demat accounts but also helped me my real estate planning. With PG Financials, you deal with all are ex-banker who are customer centric and have wonderful experience of handling senior citizens like me.
Anu Mahesh Bansode
Andheri East, Mumbaidia
Read More
Ms. Gayatri Swanand from PG Financials, Nerul Navi Mumbai has helped me manage my mutual fund portfolio. From PG Financials we have got our real estate agreement vetted and seek advice in the documentation of our property. They are not only managing our mutual fund portfolio, but their sound legal advice has helped us in taking key decisions


We offer NRI services and represent you in your Indian engagements related to banking, legal & real estate.

Our team includes ex-bankers, lawyers having expertise in Banking, Insurance and Legal domain

We offer mutual fund advisory services to grow your portfolio along with lump sum and systematic investment options

We assist you in fighting fraud & irregularity. We advise and represent you with your complaints & consumer disputes in financial institutions.


Act of god, unforseeen event

Force majure in contract

Force majure translates from French term as superior force. It is basically a French terms derived in law having its roots in French law. Force majure means uncontrollable events or

Read More »

India's Leading

Mutual Fund Distributor

Happy Investors
0 CR
Assets Managed
Active Distributors

Frequently Asked Questions

Scroll to Top