Our Vision:

Converting India from country of Savers to a country of Investors.

Our Mission:

To educate investors about the importance of financial planning, To encourage investor to invest regularly, and help them out to take informed investment decisions and give investors the experience of Best, easy, economical and ok tested route of investing.

Advantages :-
  • 25 years experience in financial market
  • Association with 2000+ client base across all category viz retail, HNI's and corporate.
  • Wide range of product and asset offering, associated with more than 30 mutual fund houses and top insurance companies
  • Need based/ Human life value(HLV) based insurance offering(only term plan)
  • Regular Investor awareness Programs and workshops. Successfully conducted 50+ financial literacy program covering approx 5000 investors.
  • Mobile application and web based facilities for Investments related all information.
  • Online back office for clients through our website and Access to all clients to view & track their portfolio.
  • Online Transaction Facility across various products.

Technology Platform at www.pankajladha.com and mobile application.

We have technology platform for Investors. A web-based platform - It is a state of the art web based technology platform that helps to manage clients total portfolio.

Here client can centralize all family members data across product classes in an easy & convenient manner.