PAAR TAX AND INVESTMENT CONSULTANTS PVT. LTD

We are a team of wealth managers who focus on helping you realize your goals. Wealth management brings together financial planning and investment management. The team’s very significant experience in taxation and accounting is an invaluable asset in maximizing the tax efficiency of client portfolios. We employ tax efficient strategies in our investment management and financial planning to ensure our clients keep as much of their gains as possible.
We serve globally, and our mission is to help our clients make more of their financial planning, by providing first-rate advice in the area/areas of wealth management, investments, Retirement Planning, insurance.

Adhering our values allows us to serve our clients to the best of our abilities. No. 1 we are Client focused – Our Company was built on serving and satisfying clients, and meeting our clients’ needs is always our No. 1 priority. We make a positive difference in our clients’ lives. No. 2 When we execute with excellence, success naturally follows. We provide world-class service and and are personally accountable for delivering results.
We firmly believe in empowering our clients so that they not only understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible. At PTIC, We always do everything we can to ensure our advice is straightforward and exceeds expectations.

PTIC was established in 1995 & instituted it with the vision to be the most respected and referred wealth management group.
We are known for superior client service, which means that we are accessible to our clients, willing to be measured according to their expectations, and we are proactive and clear communicators. Our business is comprised of friendly and informed staff who maintain high levels of integrity. We are known as an objective, superior financial planning firm which clients value because our goals are aligned with theirs. We have a proven process to deliver comprehensive analysis and advice delivered by knowledgeable professionals. Our process includes consistent follow-up on investments, risk, and special needs.

Our way of Success:

We are very proud to be one of the very few financial firms in the Country to have been awarded ‘with more than 150 awards over a past few years’ in terms of professionalism and qualifications.

1995 4 Gold Medals
Winner of four Golden Medals in the year 1995-96

2015 Special Jury Award
PTIC’s Financial Planning and Advisory services are well recognizable in the financial sector. It received a special nomination for the Special Jury Award at the Financial Advisor Forum 2014-2015 & being awarded in 2015-16 instituted by UTI, ICRA & CNBC 18.

2017 IIFP
Recognition of “Wealth Management & Practice” by the Indian Institute of Financial Planning (IIFP).

2017 Preferred Partner
Recognized as a preferred partner with Reliance, TATA, HDFC, ICICI Prudential, DSP Black Rock, IDFC, SBI Mutual Fund & Taurus Mutual Fund.

1995

Financial Advisor, Wealth Management Services, Financial Planning, Retirement Planning Services, Mutual Fund Investment, ELSS, SIP, Life Insurance, General Insurance, Child Future Planning