About Us

Pb Financial Services IMF Pvt Ltd, a young financial services and investment management firm  as a facilitator with deep focus and expertise in research based premium advisory services, Portfolio Management Services and Investment Banking. With a modest beginning in 2018, we have been actively involved in providing best financial service and solution to our investors now with national presence. 

 We offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services, Insurance & Mutual Fund. We serves over 1200 clients, high net worth families and Corporates.Our aim is to provide independent, high quality and customized services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.

Our Vision 

To build Private Bankers as a trusted brand in the Financial Services.

Our Mission 

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

  • Highest standards of quality at reasonable cost.
  • Meeting financial goals of our clients.
  • Developing, encouraging and rewarding superior performance of our employees.
  • Our Motto is to invest your money with due deiligence carefully and safely like own investment.

 

 

How do we Work

 

Personalized Portfolio Key Facts

  • 15-20 fundamentally strong businesses in a model portfolio
  • 300+ algorithms to curate a customized portfolio as per your risk appetite and goals
  • 3 research reports i.e. Index report, Summary report and Main report for every recommended companies
  • Smart dashboard to access the research reports, stock/market updates, quarterly research updates and track the health of your portfolio
  • Regular portfolio monitoring and portfolio re-balancing, whenever required.

Recommended Portfolio Characteristics

  • Businesses with healthy historical performance run by high pedigree management
  • Businesses with favourable return ratios & strong balance sheet metrics.