Financial planning

Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

Wealth management

Money Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services.

Retirement planning

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning.

Advantages of being with PM Wealth

Personalized solution and attention for all our clients - We Create, Review and Re-balance investment plans to meet our clients’ future financial needs, goals and aspirations.

Hand holding and timely advises with Honesty & Transparency – We are loyal to our clients. We don’t sell products but we suggest instruments which fulfil their needs, goals and aspirations.

Solutions for complex financial needs - These possible solutions for complex financial needs may involve the input of financial planners, charted accountants, advocates and relevant further specialists. We PM Wealth mobilize all these services under one roof.

A decade long experience in the financial domain – We have experience of more than ten years in financial domain. We are experienced, not experimenting.

Large number of Investment solutions and financial services under one roof – We have all kinds of financial products in the category of DEBT and EQUITY.

  • Mr Shounak Ray Vice President – Columbia Asia Hospitals Pvt Ltd

    I have known Natesh since eight years, all of which he has been taking care of my family savings and investments, and during this time our asset value has grown about 40 times.


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  • Naveen Venkatesh Vice President – AGS LTD

    The focus and vision of PM Wealth has a good purpose of providing services to all segments of people, helping them to meet their small to big aspirations and goals.


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  • Srinivasan G GM – Healthcare

    PM Wealth have been a trusted partner in my wealth investments since their inception; they offer prudent consultancy services keeping in mind my short and long term plans and I'm proud to be associated with them.


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  • Diwakaran S VP - Sabmiller India

    I particularly like their very simple approach to suggest and manage investment opportunities bearing in mind customer expectations, however small or big it is.


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