About Us


In today’s day and age, we are flooded with information, especially when it comes to financial planning and instruments of investments! When it comes to matters pertaining to personal finances, it is essential that one allies with a partner that develops solutions that exactly meet their requirements. PMS aims to be that partner for its clients!

At PMS Financial Services, we aim to be long-term allies in the growth journey of our clients by providing them with valuable portfolio management consultancy as well as execution services. We provide a spectrum of financial services that include research, designing a portfolio, executing it, and analysis, to ensure we are on the right track, making us a one-stop destination for financial planning and portfolio management.

Lastly, we also aim to develop a resourceful knowledge base to help individuals, especially those who are less exposed to the markets, by cutting through the clutter!

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To empower our clients’ financial security as well as achieve their financial goals by developing bespoke wealth management solutions backed by cutting-edge research.


To be a leading wealth management solutions provider across India by providing satisfactory services to clients belonging to diverse demographics, leading to growth for them and those associated with us.


At PMS Financial Services, we are dedicated to continuously provide the best possible results for our clients. To achieve that, we have identified a set of values that govern our actions to ensure we are always in the right direction where the focus remains on Transparency, Innovation, and Timely Delivery