Get personalized investment advice, buy/sell stocks and mutual funds, and track all investments in one place, including insurance, real estate, and ITR filing.
PI Stands for Personal Investment Advisor. PI is a personal financial advisor providing a one-stop solution to your wealth management needs. Partnering with us will help you to manage your wealth through a technology-driven strategy and safe investment plans.
PI understands the need of every individual when it comes to investing their hard-earned money. Therefore, we have developed a specialized plan to support individuals in different life stages to meet their financial goals.
Get comprehensive financial plans prepared by our experts, which will help you build long-term wealth and achieve financial independence at an early age.
Features -
No robos, your own personal advisor who listens to you. Get exclusive access to our seasoned professionals for personalized investment advice, FREE analysis of your current portfolio, buy/sell stocks, direct mutual funds, track all investments in one place, insurance, real estate, and ITR filing. We are SEBI-registered investment advisors.
The App is well-equipped with the essential tools necessary to manage your wealth. PI Advisors will assist you in Stocks, Mutual Funds, startup investing, Insurance, tax planning, retirement savings, and many more. All through a simplified process, you do not have to go through a hectic procedure.
● One-stop solution to wealth management.
● Well-researched financial advice to meet your long-term goals.
● Personalize solutions based on current financial status.
● Advise from certified experts.
● One-on-one support through Google Meet, Calls, Emails, and Chats.
● Guidance for stock investments
● Tax Planning with practical tax-saving advice.
● Guidance for investing in a mutual fund, fixed deposit, real estate, life insurance, health insurance, and many more to secure your future.
Why choose PI?
We provide personalized advice to each client, starting with you, by analyzing your necessities and requirements. PI is your BUY side advisor, not the SELL side.
With our expertise and years of experience in the industry, we ensure your financial freedom is attainable. So you get control of your time to spend with your loved ones. We assure you of a dedicated advisor, not a robot,
to guide you.
How does it work?
We have simplified the process for customers who want to obtain PI services. Once you enquire about the service, our experts will reach you to discuss your requirements.
Here is the step-by-step process to get PI services.
● Send the inquiry through the app, providing the necessary information to assess your profile.
● Once the inquiry is received, our expert advisors will contact you to schedule a one-on-one video call to explain the diagnosis of your current financial health and analysis of your current portfolio.
● The personalized investment plan is created based on the information and current financial status. The plan design for you is balanced to ensure it doesn't affect your everyday life.
● Also, a risk assessment is done to find your appropriate risk profile and suggest suitable investments.
● The final portfolio is sent to you for assessment. Experts will help you read the financial portfolio and understand the available investment options, including mutual funds, fixed deposits, real estate, stocks, etc.
● Advice is also given on other products like life insurance, health insurance, fractional real estate investments, startup investments, contingency planning, etc.
● Tax planning and ITR filling are also available.
Email us at: info@getpi.in
Also, connect us on social media to receive financial updates:
Facebook: https://www.facebook.com/Piadvisors/
LinkedIn: https://www.linkedin.com/company/pi-advisors/
Your investment buddy is just a tap away. Download the App now.
PI Stands for Personal Investment Advisor. PI is a personal financial advisor providing a one-stop solution to your wealth management needs. Partnering with us will help you to manage your wealth through a technology-driven strategy and safe investment plans.
PI understands the need of every individual when it comes to investing their hard-earned money. Therefore, we have developed a specialized plan to support individuals in different life stages to meet their financial goals.
Get comprehensive financial plans prepared by our experts, which will help you build long-term wealth and achieve financial independence at an early age.
Features -
No robos, your own personal advisor who listens to you. Get exclusive access to our seasoned professionals for personalized investment advice, FREE analysis of your current portfolio, buy/sell stocks, direct mutual funds, track all investments in one place, insurance, real estate, and ITR filing. We are SEBI-registered investment advisors.
The App is well-equipped with the essential tools necessary to manage your wealth. PI Advisors will assist you in Stocks, Mutual Funds, startup investing, Insurance, tax planning, retirement savings, and many more. All through a simplified process, you do not have to go through a hectic procedure.
● One-stop solution to wealth management.
● Well-researched financial advice to meet your long-term goals.
● Personalize solutions based on current financial status.
● Advise from certified experts.
● One-on-one support through Google Meet, Calls, Emails, and Chats.
● Guidance for stock investments
● Tax Planning with practical tax-saving advice.
● Guidance for investing in a mutual fund, fixed deposit, real estate, life insurance, health insurance, and many more to secure your future.
Why choose PI?
We provide personalized advice to each client, starting with you, by analyzing your necessities and requirements. PI is your BUY side advisor, not the SELL side.
With our expertise and years of experience in the industry, we ensure your financial freedom is attainable. So you get control of your time to spend with your loved ones. We assure you of a dedicated advisor, not a robot,
to guide you.
How does it work?
We have simplified the process for customers who want to obtain PI services. Once you enquire about the service, our experts will reach you to discuss your requirements.
Here is the step-by-step process to get PI services.
● Send the inquiry through the app, providing the necessary information to assess your profile.
● Once the inquiry is received, our expert advisors will contact you to schedule a one-on-one video call to explain the diagnosis of your current financial health and analysis of your current portfolio.
● The personalized investment plan is created based on the information and current financial status. The plan design for you is balanced to ensure it doesn't affect your everyday life.
● Also, a risk assessment is done to find your appropriate risk profile and suggest suitable investments.
● The final portfolio is sent to you for assessment. Experts will help you read the financial portfolio and understand the available investment options, including mutual funds, fixed deposits, real estate, stocks, etc.
● Advice is also given on other products like life insurance, health insurance, fractional real estate investments, startup investments, contingency planning, etc.
● Tax planning and ITR filling are also available.
Email us at: info@getpi.in
Also, connect us on social media to receive financial updates:
Facebook: https://www.facebook.com/Piadvisors/
LinkedIn: https://www.linkedin.com/company/pi-advisors/
Your investment buddy is just a tap away. Download the App now.
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