| Home About Us SitemapWhy Join PTIC Contact |
|
||
|
|
ABOUT USDear Visitor,We are here to help you… Prior to the inception of PTIC, business of the company had started as a proprietorship concern as Rajeev Associates in 1995. PTIC was incorporated as Pvt. Ltd. Co. in 2001 with a vision to be a leading value added service provider in the financial market to meet the demands of its growing & diverse clientele. Since the inception of the company Rajeev has served as senior financial advisor and strategic planner for over 4500 investors, individuals and companies. Clients include manufacturers, wholesalers, retailers, software companies, construction companies and professionals. “What investors and business owners really want is a capable advisor who can keep track on their investments & advice time to time , who will serve on the front lines and share the responsibility of their success.” In order to provide a full breadth of services and ensure the highest level of expertise, PTIC maintains relationships with a number of associates that have demonstrated success in their professions and chosen fields of specialization. These include selected investment bankers, business brokers, certified accounting firms, training organizations, certified valuation specialists, investment advisors, marketing and sales consultants, corporate partnering specialists and business strategists. I hope that you will find this website useful. I welcome your suggestions to improve this site, and make it more useful to investors. You can contact directly at +91-11-24633333, +91-11-46669999.  Rajeev Sakhuja, Director, PTIC was incorporated as Pvt. Ltd. Co. on 10th Feb.2001 so as to take over the reins of business from its founding body with a vision & aim to achieve a star. Our mission is to help investors meet their financial objectives by providing a comprehensive value-added, results getting, best-practices business and financial advisory services. Our team that serves a wide range of investors has demonstrated success in the chosen fields, and is expert in dealing with the issues that impact our clients. We offer a complete portfolio of investment and protection plan evaluating their risk appetite & their future commitments. High volatility in emerging markets & the basic turmoil in the current scenario leads to heart the sentiments of the investor & it is making very difficult for many investors to manage their investment in the present volatile conditions. This is the time when investor needs greater financial planning support to pursue the attractive strategic opportunities present in the current environment. Relationships are most important in the financing community. PTIC has earned the respect of capable and aggressive top tier portfolio managers. We at PTIC firmly believe that every client is unique and every plan has to be unique. Our approach involves understanding our clients, requirements, risk appetite, needs, family commitments etc. We design a suitable plan for them keeping all the financial aspects in mind. With such dedicated approach and strategies we strive to be the client's most trusted ad+visor (who wisely add more money to their existing investments and create a large corpus for you). This is what drives us to deliver the best customized investment solutions to our clients. Company started with few investors & now has approx.6500 satisfied investors in our treasury, who have faith in us to the extent of 175 cr AUM in MF segment only where as 91% of our total AUM is Equity based. This itself speaks of our personal & personalized services to our valued clients. Few of our esteemed corporate clients (empanelled as Investment advisor ) :
They all are well experienced in handling clientele & managing portfolio's under our supervision . Since beginning 1995 we have been achieving various awards in Insurance & Mutual Fund sector. We have received Top sales award from Finance Ministry . Winner of Four Gold Medals in the year 1995 - 96 & have been achieving MDRT (Million Dollar Round Table Conference ) , COT - Court of The Table (prestigious Global Conference in Insurance , U.S.A ) & TOT - Top of the Table (super highest award in Insurance sector . Affiliation through MDRT - The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 35,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professionalknowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard ofsales excellence in the life insurance and financial services business. Our best practices Our managing process has been developed from the work of our present managing director, Rajeev Sakhuja founder proprietor of Rajeev Associates and PTIC (Pvt) Ltd and his team of thirty two dedicated staff who are regarded foremost portfolio manager in the field of investment. Our approach PTIC Financial Management System for Investors is a powerful and full-featured style for analyzing financial performance of companies, creating prospective financial analysis, and performing strategic planning. The System has been in continuous development since 1995, is the fruit of over ten years and tested over 6500 clients. Our value We provide specific targets within set time frames. Our fees are affordable and quoted upfront. Our Goals
One should always have financial planning & future commitments in their mind before investing . Starting with Life Insurance cover (according to one's human life worth ) , Mediclaim benefit plan for family & child's education, marriage , retirement . It is very important to understand your financial situation completely. Investment strategy should be based on financial goals and not on how the market reacts or swings . One should always be a long term investor . "Time in the market is more important than timing the market ." | |||||||
| |||||||
 | |||||||
Copyright © 2008, paarTax & Investments Consultant (P) Limited - Mutual fund advisor India, finanacial planners India, Financial advisors India, Financial consultants Delhi India Mutual Fund Advisor India, Mutual Fund Investment India, Insurance Consultant India, Income Tax Planner India |
|||||||
