What’s included in your analysis?
• Exclusive analysis by PD Wealth
• Get in-depth analysis of your mutual fund portfolio
Discuss your portfolio with top-tier wealth manager who provides actionable insights to help you optimize your investments for maximum growth.
What we offer?
Mutual Fund
A mutual fund is simply a financial intermediary that allows a group of investor.
Fixed Deposits
Fixed Deposits are one of the oldest and most common methods of investing.
Tax Saving
There is more to tax saving than the exemptions available on investment made by you.
PMS/ AIF
Portfolio Management Services (PMS) is a customized and professionally managed investment.
Why Choose PD Wealth?
Clear Investment Goals
There is no one-size-fits-all plan for reaching financial objectives. Goals are unique to an investor's situation, preferences, and aspirations and risk appetite.
Diversified Portfolio
Factoring in an investor’s time horizon and their tolerance for risk can lead to a tailored portfolio that’s suitable to personalized situations.
Minimize costs
Market movements and financial returns are hard to predict, but costs are often controllable. Lower-cost mutual funds have historically outperformed higher-cost mutual funds after costs.
Long-term discipline
Taking a long-term perspective can help an investor maintain discipline and avoid a potentially harmful emotional move.
Associated with
Make investing simple with PD Wealth app
Explore smarter research and discover the right mutual funds with our powerful tools.
How it works:
1. Download – Get the app and set up your account in minutes
2. Select – Pick investments tailored to your financial goals
3. Monitor – Stay on top of your portfolio and invest effortlessly, anytime
