WHY JOIN PTIC as Team Member

We at PTIC value our people because in the Service Industry the Assets of company are its people. We have a team of professional which include CA’s MBA’s and others.

We have in-house workshops where we have group discussion and plan the strategy that should be followed so that we can guide our investors and plan to invest their money in best investment avenues available at different times.

We emphasize on continuing education. Every team member is encouraged to undergo professional training. Skill-building workshops and meets are also organized from time to time.

We at PTIC are constantly working towards providing quality in all our procedures so that there is no lapse in system that we have put in place.

Once selected, every team member is treated like a family member. Everyone is given a chance to work in different departments in order to get acclimatized.

We believe in healthy living that’s why our office is a no-smoking area. Our team members are given Medical and Personal Accident policy to safeguard him / her from unforeseen circumstances.

One of the major reasons why a lot of our team members prefer to work with PTIC is because we have a culture of striking a fine balance between work and home.

Every team member of the company is free to see the top management for any grievance or suggestion.

Every team member is given a chance to excel, and the effort of every performer is recognised.

We at PTIC believe in promoting our people to climb the hierarchy.

Today the financial advisory business has become very competitive. MNCs, banks and stock brokers are entering into the business of distribution of financial product and services which is growing at a rocking speed, and many banks are planning to go retail. As such, the choice for investors will be many.

Competition will be driven by know ledge-based advice and service, supported by up-to-date technology support. The cost of operation will go up and margins might minimize. It is not viable for all advisors to invest in technology and brand building, and hence there is a need to form an association in form of advisors network. The basis of this network is utilizing the power of technology to reach our investors.

The Financial Advisory business can be conducted on only a large scale so it is not possible for every individual advisor to provide Financial Advisory. PTIC will offer a common platform to like-minded advisors to learn, organize and grow their business together.

In today’s world investment plays a vital role in one’s life. It is extremely advantageous if it is done in well planned manner after considering all the parameters.

One should always have financial planning & future commitments in their mind before investing . Let us start with Life Insurance cover (according to one’s human life worth ) , Mediclaim coverage for family & then child’s education, marriage and retirement . At the beginning it is very important to understand your financial situation completely.

The next step after understanding the financial situation is to plan accordingly. As financial planning is not an easy job for an individual due to its complexity, so one always require a financial Advisor like PTIC who frames up a best possible plan accordingly .

PTIC provides in depth financial advisory to individuals and corporate clients.

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.

We provide strategic financial advice. Ours is a personalised service that adopts a holistic approach by focusing on all aspects of client’s finances. Relationships are most important in the financial community. We seek to establish long term client relationships and to provide most excellent financial planning service.

We are focused toward long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals.

PTIC has earned the respect and trust of their clients.

We achieve this by, "Standing out from the crowd", maintaining an dedicated, innovative and convenient service, while delivering the highest possible quality in everything done.

PTIC believes in developing personal and long term relationships with their clients to build mutual trust and gain a deeper understanding of their client’s financial planning needs. The foundation of our strength is our commitment to consistently provide regularly monitored top quality and unparalleled service.

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.