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  • About us
    • Company Profile
    • Client Testimonials
  • Products
    • Financial Planning
    • Wealth management
    • Insurance planning
    • Retirement planning
    • Estate planning
  • Our services
    • Mutual Fund investment
      • Purchase of MF units
      • SIP, STP, Switches
      • Change of address and bank
      • Regular reports
    • Direct equity
      • Buy and sell of stocks
      • Identification of stocks for investment
      • Shares transmission
      • Dematerialization
      • Services for unclaimed
      • Regular reports
      • Any other service issues
    • Tax filing
      • Calculation of Advance Tax
      • Calculation of tax liability
      • Capital Gains/Loss calculation
      • Refunds process
      • Filing of Tax returns
      • Lower tax deduction certificates
      • NRI Forms - CA and CB processes
    • Life insurance
      • Claims process
      • Change of Nominee, address
      • Revival of policies
      • Maturity process
    • Health insurance
    • General insurance
      • Claims process
      • Transfer of NCB
      • Customized product for corporates
      • Professional Indemnity
    • Legal services
      • Legal verification
      • Title verification
      • Deeds
    • Real estate
      • Joint ventures
      • Estate planning
      • Identification of properties
      • Registration of property
      • Documentation of properties
    • Loans
      • Housing loan
      • Mortgage loan
      • Project loans
      • Joint ventures
    • Corporate services
      • Keyman insurance
      • Group health insurance
      • Group life insurance
      • Group Gratuity and EDLI
      • Transit, Export, and Import
  • Goal based planning
    • Child's education planning
    • Child's wedding planning
    • Dream home
    • Dream car
    • Dream vacation
    • Family protection
    • Retirement planning
    • Custom goal
  • Resources
    • KYC/PAN
    • Educational Video
    • Financial Calculator
    • Important links

Corporate Services

Let us contact you!!

Resources

  • KYC/PAN
  • Educational Videos
  • Financial Calculators
  • Important Links

Goal based planning

  • Child's education planning
  • Child's wedding planning
  • Dream home
  • Dream car
  • Dream vacation
  • Family protection
  • Retirement planning
  • Custom goal

Contact info

PM Wealth advisers Pvt Ltd.
Address: No 1457, Ground Floor,
37th "C" Cross,11th Main,
4th "T" Block Jayanagar Bangalore - 560041.

Tel : 080-40986666

Email : services@pmwealth.in