About

About Us

PM Wealth, has been the brain child of young & dynamic minds of promoters Mr. Natesh D and Mr. Anil Kumar M A. They have an extensive experience as financial advisors after working for quite some time in this domain. With an objective to make complex financial management, simple and goal oriented, this organization was established in the year 2012.

Currently with twenty years of experience and commitment we plan to extend tailormade personalized services to suite our customer dreams and aspirations. We are experienced not experimenting, our time-tested knowledge to develop customized financial plan just for you and also to ensure that we are with you at every step of your financial journey.

Relationship

We take time to understand you as an Individual, a couple or a family.

Freedom

We work for you not for financial Institutions.

Clarity

We work through every option with you, until you are completely confident and satisfied with your choice.

Convenience

Our job is to make financial planning easy to understand and tailormade to your goals and aspirations.

Services

Our Services

Cash Flow Management

Cash flow management is crucial for the financial health of any business.

Risk Management

Risk management is the process of identifying, assessing, and mitigating...

Tax Planning & Filing

Tax planning is not a device to reduce tax burden...

Retirement Planning

With retirement not far around the corner, your needs...

Investment Management

Investment management involves the strategic allocation...

Estate Planning

Estate planning is the process of arranging the transfer...
Tools

Financial Tools

Calculators: Online financial calculators to empower you with accurate financial insights.

Pay Premium Online: Enjoy the convenience and security of paying insurance premiums online.

Health Checkups: Take advantage of online financial health checkups to assess your current financial situation.

Risk Profile: Evaluate your risk appetite and financial goals through an online risk profile assessment

Calculators

Calculators

Pay Premium Online

Pay Premium Online

Health Checkup

Health Checkup

Risk Profile

Risk Profile

Updates

Financial News

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  • Crude 6565.00 -47 (-0.71)
  • USD/INR 83.6450 0 (0%)
  • POUND 104.3975 0 (0%)
Tools

Financial Tools

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Testimonials

Our Clients Say's

Call

+91 9448108846, 08040986666

Mail

services@pmwealth.com

Address

62/A, 40TH CROSS, 6TH MAIN, 5TH BLOCK
JAYANAGAR, BANGALORE - 560041
(Near 5th block Metro Station Jayanagar)

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