Expert Financial Services Tailored for You
PG FINANCIALS offers trusted mutual funds, tax planning, legal consulting, wealth management, and NRI services in India.
About Us
Trusted Financial Advisors
Welcome to PG Financials. Established in 2017, PG Financials is a premier advisory firm offering integrated Wealth management, Investment planning, and Legal succession services. Our team of seasoned ex-bankers, certified advisors, and legal experts brings over 25 years of experience in banking, finance, portfolio management, and family law.
We specialize in:
- Mutual funds, alternative investment options, and PMS
- Retirement planning, corpus management, and portfolio growth
- Legal advisory on Succession, Heirship, Property Transmission, and Contract Finalization
- Strategic guidance on redemption, deposits, and real estate investments
Our approach blends financial precision with legal clarity, ensuring your wealth is protected, optimized, and passed on seamlessly. Whether you're building your portfolio, planning for retirement, or securing your family's future, PG Financials is your trusted partner.
Our Expert Financial Services
PG FINANCIALS offers a full range of financial services tailored to enhance your investments, save taxes, and manage wealth efficiently.
Mutual Funds
Invest smartly with diverse mutual fund options tailored to your goals.
Trusted investment advice
Flexible plans
Risk management
Tax Planning
Efficient tax planning to reduce liabilities and enhance savings for you.
Maximize tax savings
Compliance assured
Personalized strategies
Legal Consulting
Professional legal consulting to safeguard your financial interests effectively.
Legal compliance guidance
Expert advice
Contract reviews
Wealth Management
Comprehensive wealth management to grow and protect your assets over time.
Portfolio optimization
Long-term growth
Wealth preservation
NRI Services
Dedicated NRI services addressing your unique financial needs abroad and in India.
NRI banking support
Investment guidance
Tax filing assistance
Why Choose PG FINANCIALS
Reliable, personalized financial services specializing in mutual funds, tax, wealth, legal and NRI needs.
Trusted Expertise
Trusted financial guidance tailored for your unique needs.
Wealth Growth
Effective wealth management to grow and protect assets.
Tax Savings
Tailored tax planning for maximum savings and compliance.
NRI Focus
Specialized services for NRIs to manage finances seamlessly.
DECODING YOUR EXISTING PORTFOLIOS
Savings make you strong-. Wealth creation is not speculation; it is created in due course of time after investing in appropriate instruments with expert advice. It’s not important how much you save or invest, it’s more important how much your money saved grows. Your money deserves more than luck. We craft financial clarity with precision. From planning to performance—your goals, our mission. Let’s build wealth that lasts. Markets shift. Your strategy shouldn’t. We decode complexity into opportunity. Smart insights. Secure decisions. Your financial future, simplified.
Clients Testimonials
Mr. P. Doshi
I am associated with PG Financials since its inception. I had excellent services received from Mr. Akhilesh Dubey who has nurtured and grown my portfolio. He has single handled managed my remittances, NRI accounts and other conveniences. He has been very helpful in NRI banking and PMS management. I would definitely recommend the services of this team to everyone as he has become a part my family
Mr. Swanand Pandit
Ms. Gayatri has been very helpful in managing my portfolio. He has helped me in my entire banking and insurance journey till date. Even though, insurance is not him subject, He has helped me in servicing and getting latest updates. He has been prompt and true in selecting funds and has almost advised all my investments timely without being selfish for investments. Even when I was offering to invest He refused whenever time was not favourable. My investments have grown more than 15% which helped me in purchase of property.
Usha Garodia
Akhilesh has helped me in resolving all my demat issues and maintaining my portfolio. He has not only helped me in demat accounts but also helped me my real estate planning. With PG Financials, you deal with all are ex-banker who are customer centric and have wonderful experience of handling senior citizens like me
What we offer
1
Your wealth inheritance from your last generation to ancestors
2
Your succession in case your ancestor has deceased instate.
3
Transmission of shares and securities of any deceased
4
Transmission of mutual funds, Bank FD’s and bonds of the decesead.
5
We provide a complete wealth and legacy planning
Our Partners
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Connect with PG FINANCIALS Today
Reach out to PG FINANCIALS for expert Mutual Funds, Tax Planning, Legal Consulting, Wealth Management, and NRI Services. We’re here to assist you through phone, email, or visit.
+91 9136004397
info@pgfinancials.in
Shop no. B-1 Jag Jeevan CHS ,.Plot no.302/A Nerul East Navi Mumbai pin code 400706
10 am to 6pm
Grow Wealth Securely
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