I am an equity trader and have a good understanding about equities. Why should I invest in Mutual funds?

In order to diversify your investments which is would not possible with your expertise, you need to invest in mutual funds wherein a bigger pool of money is available for diversification

Can I exit mutual funds before one year?

Yes, you can exit any mutual funds which do not have a lock in period, as long as you shoulder the exit load of the particular fund. However, it is not suggested to constantly change your portfolio because this would disrupt your financial goals

Index funds are mutual funds which have a portfolio constructed as per components of financial market index which is generally NSE index with top nifty companies. Instead of picking the stocks, the portfolio manager picks up nifty index or any other index stocks which are traded in an exchange.

Is there any age cap to invest in mutual funds?

No, there is no age cap. Once you are an adult after attending the age of 18, you can invest in mutual funds with the help of any experienced financial planner.

What are your Legal services?

We offer legal services right from education, to answering Legal notices, financials issues related with litigation and other civil and criminal disputes.

What id drafting and pleading?

Drafting and pleadings are the methods of sharing your responses to the points of contention between the parties to the suit on basis on the disputes and arguments raised. If any parties omit any material facts he shall not be permitted to adduce evidence to prove the facts of the trail.

PG Financials – Finance, Mutual Fund & Legal Education

Mutual Funds
& Wealth Management

Savings make you strong-. Wealth creation is not speculation; it is created in due course of time after investing in appropriate instruments with expert advice. It’s not important how much you save or invest, it’s more important how much your money saved grows

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Our Legal background provides us deep understanding of people, risk, and legal magnitudes associated with an individual, whereas our financial management skills help us for pushing momentum towards your current investment and by learning the investor psychology and nurturing decision-making ecosystem to live within

Finance & Legal
Services

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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

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. (kumuj@rediffmail.com)

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

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.

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