PG Financials
PG Financials was formed in 2017 and is a registered partnership firm with more than 100 happy families involved with us. We believe in relationship management. Individuals you deal with in PG Financials are ex-bankers having expertise in the areas of domain of Banking, Insurance, Legal and have worked with renowned banks and institutions.
OUR STORY
Our expert team has more than 20 years’ experience in wealth management and expertise in Legal advice on the matters related to family wealth, family succession & transmission of wealth. Our multi domain skills, analytical views, predisposition to being a problem-solver, have necessarily helped us to accomplish results for our clients.
Our study of investor psychology and creating a nurturing decision-making ecosystem to live within, are the foundational seeds of growth as a Financial advisor and a Legal consultant. Since both the aspects go with each other, you are at the best hands while making your wealth grow
We have certificated financial expertise, to guide you through mutual funds portfolio, real estate portfolio and other structured financial instruments.
Our Team
Akhilesh Dubey
Gayatri Pandit
Gayatri Pandit has been associated with PG Financials since inception and has been one of the pillars of the partnership firm. She completed her BSC in Chemistry and further has been certified from AMFI & IRDAI. Her family is from legal background. She has been managing relationships and nurturing portfolios
Adv. Lakshmikant Patil
Adv.Laxmikant Patil, BLS LLB and LLM from Mumbai university has been associated with various courts including Bombay high court ,Belapur courts and Alibaug court handling matters of Indian succession Act, Hindu Family act, co-operative housing society matters and civil matters. He has also expertise in registration of residential dwellings, commercial spaces ®istration of co-operative housing societies
