Liquid Funds

Liquid Funds, as the name suggests, investpredominantly.

80C - ELSS Investment

ELSS could be a win-win; help you cut tax out-go and maximise returns.

Debt Funds

A debt fund is a mutual fund scheme that invest in fixed income instruments.
 
 
 

Balanced Funds

A balanced fund combines equity stock component, a bond component.

Equity Funds

An equity fund is a mutual fund scheme that invests predominantly in equity.

Gold Savings Fund

Gold Savings Fund is an open-ended fund of fund scheme investing in units.
 
 
 

About Us

At PFS, the primary focus is on providing unprecedented levels of service to the client. We appreciate the importance of planning well and creating wealth for our clients. Our recommendations are in-line with the philosophy of creating long-term wealth, rather than taking decisions that make the process of investing exciting. We firmly believe that wealth creation requires time and patience. We believe the most effective investments are boring, because you have to sit on them patiently to see unprecedented returns.read more »

Our Services

Mutual Funds

A pooled concept of investing that provides options for all possible risk profiles and time horizons.
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Bonds

A debt instrument of an entity that pays the holder interest till held and principal on maturity.
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Fixed Deposits

The oldest form of fixed - return investment option that offers higher returns than the banks.
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Life Insurance

Endowment and term plans to cover financial impact on the family menbers from loss of life of the bread earner.
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Mediclaim

Health insurance options that cover not only health of the insured, but also lifestyle expenses.
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General Insurance

All other forms of insurance comprising of motor vehicle, any type of property, freight, marine insurance etc.
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Financial Calculators

  • This calculator will help you to visualize the Amount Accumulated with a Regular Investment.

    SIP

  • This calculator will help you to visualize the amount accumulated with Regular Investment with an Annual Increase

    SIP Step-up

  • This calculator illustrates how much you stand to lose in case you delay the starting your SIP by even a few months!

    SIP Delay

  • This planner helps you to estimate the future expenditure which will be incurred at the time when your child reach college.

    Education

  • This calculator helps you to estimate the future expenditure which will be incurred after your retirement.

    Retirement

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