Welcome To
PM Wealth Solutions
Grow Your Wealth With Expert Guidance. Get Personalised Investment Plans & Achieve Your Financial Goals Faster.

We are an AMFI-registered distributor with strong experience in Mutual Funds and other financial products. We specialize in creating customized investment plans that suit the unique needs of each client.


More About
ABOUT US

"Your Vision, Our Expertise,"
"Building Wealth Together,"
Or "Financial Freedom, Realized."

15+

Experience Team
Help you

18M

We helped to get
companies

Personalised Service For Your Financial Situation

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Goal-Based Investment

Make your money, make money. You can start an SIP with a small amount & see it working for your goals.

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Portfolio Management

We regularly assess and adjust your portfolio to keep it on track and beat benchmark returns.

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Save Tax up to ₹ 85,800

We do proper tax planning which shows how much you can save on taxes this year and put it in your pocket.

SERVICES

Committed To Helping You
Achieve Financial Freedom

Loan against Mutual Funds

Secure your family’s future, even in your absence.

Portfolio Management Services

Make sure your family is financially secure in your absence.

National Pension System

Protect your savings against medical emergencies with the right solution.

Corporate FDs

Whether SIP or lumpsum, you can invest with the right guidance

Life Insurance

Secure your family’s future, even in your absence.

Term Insurance

Make sure your family is financially secure in your absence.

Health Insurance

Protect your savings against medical emergencies with the right solution.

Mutual Funds

Whether SIP or lumpsum, you can invest with the right guidance.

Wondering how a Financial Expert can help you?

  • Customized investment solutions
  • Real-time portfolio monitoring
  • New investment ideas
  • Returns that beat benchmark
  • Research-backed fund selection
  • Wealth protection planning

All-in-One App

100%Digital.
Transparent.
Effortless.

From the first investment to complete financial independence, experience guidance and growth with one app.

We work with 40+ AMCs in India !

OUR PARTNERS

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