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About Us

Financial Planing

Financial Planning

Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual funds give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits

Mutual Fund

Mutual Fund

Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual funds give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits

About Pinakin

Pinakin Wealth Management with business partner Motilal Oswal provides you with the best Investment and Financial Advice. It’s a one stop solution provider which offers you various Investments options like Equities, Commodities, Currencies, SIP, Portfolio Management and Financial Advice by ex-banker with more than 30 years of experience who held senior position.

Why more than 8.5 lakh customers prefer Motilal Oswal?

  • 30 years of wealth creation experience.
  • Wide range of customized investment solutions.
  • Multi-asset trading across multiple platforms.
  • Award winning research and analysis.
  • Dedicated call-n-trade assistance.

Advisors who limit their help to investment choices are often called Investment Advisors or Asset Managers. Their task is to put the money you have in long term savings to work in an appropriate investment strategy.

Advisors who help you with lifestyle spending, cash flow, saving, investment management, retirement planning, college planning, etc. are often called Financial Planners. Their task is to make sure that your finances are structured so that you will be able to meet your spending goals at the appropriate time in the future.

Perhaps you have sufficient wealth, but you need help managing that wealth. Advisors who help you with estate planning, risk management, tax planning, Roth Conversions, Capital Gains Planning etc. are often called Wealth Managers. Their task is to watch over your wealth and do whatever you would do if you had their time and expertise. They act as a steward on your behalf.

Why us?

  • Our goal is to provide the finest service which is profitable for the you as a customer.
  • We provide ideal Future oriented investment plans.
  • Based on your expectations we provide investment and financial advice.
  • We believe that your future is important and we work towards making it better.
  • We work towards making your financial dreams come true.