P3 Investment Solutions
Financial Services - , Goa, India
P3 Investment Solutions Employees
P3 Investment Solutions Details
P3 Investment solutions is an entrepreneurship venture started by our founder Mr. Prathamesh Pai Bir with a prime focus to handhold fellow investors in their financial journey and guide them in the right direction. In todays world mis-selling of financial products are on the rise and individual investors are lured into investing in products that do not suit their profile and their risk appetite. Such investing results in investors not achieving their planned goals and thus not achieving the financial independence they seek to achieve. Hence the purpose of venturing into this business was to guide investors on the right path of wealth creation based on the risk they can digest, the timeframe and goals they want to achieve. Planning of one's investments and investing in the right investment avenues are key to achieve financial independence at an early age, and this is what we want our customers to achieve.Our founder has been working on Investments and Portfolio management since last 9 years through management of his personal portfolio and this experience coupled with a strong education background in the area of finance made him to start this entrepreneurship venture with a prime focus to handhold fellow investors in their financial journey and guide them in the right direction. Our key focus is planning the finances of our clients and based on their financial goals and risk appetite we suggest the various investment avenues through diversification through an asset allocation strategy. We believe in using technology wherever possible to make life of our clients simpler with regards to investments. Keeping this in mind we have initiated a journey of paperless transactions starting with KYC, invesments in Mutual funds, Sovereign gold bonds, Health insurance, General Insurance, Corporate fixed deposits. In addition to this we have our online portfolio tracking software assisting clients in checking the performance of their investments from time to time.
P3 Investment Solutions Technologies
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