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Approach of the organisation

Founders' thoughts

Our team places uncompromising efforts on researching and studying Indian industries emerging as well as the established ones to be able to do efficient and effective wealth management for our clients. PA Wealth Advisors has a strong hold over grabbing opportunities in Indian equity markets by applying their core expertise for equity research and analysis. We aim to apply our expertise to enable the conservative as well as aggressive investors achieve their expectations. Keeping in mind that no one would want erosion of what they put in, we aim to keep the portfolio dynamic to beat the country's economical factors which may turn adversely challenging. Strive for dynamic portfolio is to constantly include in the portfolio, market instruments which show an upward moving trend in terms of returns as well as value addition overtime and even multibagger instruments.

Client focussed approach

Focus is on channelising the funds of our clients in the most fruitful investment ventures. Needs of all types of investors are catered in the best possible ways by familiarising with their perspective and acceptable risk levels. We strive to maintain a forever going relation with our clients which gives us a sense of responisibilty to explore the best opportunities in the Indian industries. PA Wealth Advisors has a robust team of client relationship management to let any person, be it businessman, engineer, doctor, teacher or even a housemaker to understand and handle their queries. We believe in making our client management team, one with the ability to understand the clients' expectations out of the invested time and money. Moreover our client relationship management team is well versed with the our services' technicals to be able to provide sufficient information to the clients for decision making. Our research professionals induldge with the clients on one to one basis on regular intervals to discuss their current as well as long term investment goals and modify their portfolio accordingly.