Investment Planning

Our investment planning services are designed to help you achieve your financial goals with a personalized approach. We provide investment advisory services that guide you through the complexities of building a robust portfolio. Whether you’re looking into alternative investment funds for diversified growth or seeking the best investment plan for retirement, our experts are here to tailor a strategy that aligns with your future aspirations.

With a focus on long-term wealth creation and security, we ensure that your investments are optimized for both current needs and future ambitions. Let us help you navigate the financial landscape with confidence, ensuring your financial well-being every step of the way.

Our Investment Product

At Pramanik Nivesh, we offer a diverse range of investment products designed to meet your financial goals and secure your future. Our offerings include:

Mutual Funds

A versatile option for investors. Our mutual fund advisors provide expert guidance to help you choose the best mutual funds to meet your financial goals.

Alternative Investment Funds

For those seeking high-growth opportunities, our alternative investment funds provide exposure to unique asset classes and innovative strategies designed to maximize returns.

Model Funds

Customized portfolios designed to match your risk profile and financial objectives, ensuring optimal returns.

Portfolio Management

Tailored investment strategies crafted by our experts to grow and protect your wealth.

Fixed Deposits

A safe and reliable investment choice, offering steady returns and security for your capital.

$Tax Saving$

Tax Saving

Maximize your savings and reduce your tax liability with our tax-saving investment options.

Frequent Asked Questions

1- What Are Financial Planner Services ?

Financial planning services refer to professional assistance and advice provided by financial planners or advisors to individuals or businesses in managing their finances. These services typically involve analyzing a client’s financial situation, identifying goals, and developing a comprehensive plan to achieve those goals.

2- What Can I Expect From A Financial Planning Services ?

When you engage a financial planning service, you can expect the following:

Financial assessment
Goal setting
Plan development
Investment advice
Risk management
Retirement planning
Tax planning
Estate planning
Regular reviews

3- How do financial planners charge for their services ?

Financial planners may charge for their services in different ways :

Fee-only : Planners charge a transparent fee for their services, typically based on an hourly rate, a fixed fee for specific tasks, or a percentage of assets under management.

Fee-based : This model combines both fees and commissions. Planners charge a fee for their advice and may also receive commissions from certain financial products they recommend.

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+91 97115 19152

support@pramaniknivesh.com

4,Shankar Vihar,Vikas Marg, Nirman vihar,Delhi - 110092

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