With over 20 years of rich experience in the financial services industry, I have dedicated my career to helping individuals, families, and businesses achieve their investment and wealth-building goals. As an MBA-qualified professional, I bring advanced market knowledge, strategic insight, and a lifelong commitment to ethical, transparent practice.
Specializing in Mutual Funds and Portfolio Management Services (PMS), I work closely with my clients to craft tailored solutions that match their unique financial aspirations, risk tolerance, and time horizons. My approach is deeply client-centricâevery strategy and product recommendation is designed with your best interest at heart, emphasizing trust, accountability, and long-term value.
Mutual funds are financial instruments which invest in a portfolio of securities...
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I would like to express my sincere appreciation for my financial advisor Peeyoosh ji, whose professionalism and integrity truly stand out. He consistently takes the time to understand his clients' goals, financial situation, and comfort level before providing any recommendations.
His guidance is always transparent, thoughtful, and tailored to individual needs never a one-size-fits-all approach. What truly differentiates him is his honesty and his genuine commitment to helping clients make confident, well-informed decisions.
In an industry where trust is invaluable, he embodies the qualities every client hopes to find in an advisor: reliability, ethical conduct, and a sincere desire to serve. I feel truly fortunate to have such a trusted professional guiding my financial journey.
Working with Mr Peeyoosh Rai for 10 years has been transformative for my financial journey. what Empressed me most was his patience, thoroughness , communication style, He never made me feel rushed and always ensured I understood the reasoning behind each recommendation, his ongoing support gives me confidence that my financial future is secure.
Excellent services and advice and to top it up a good hearted person always ready to serve with a smile BEST WISHES FOR A BRIGHT FUTURE.
What I appreciate most about Mr Peeyoosh Rai is his ongoing support and Regular reviews . No question is too small , their updates always make me feel secure and up to date about my plan
I truly want to take a moment to appreciate Peeyoosh Ji for his valuable guidance and patience in helping me structure my financial planning from SIPs and mutual fund investments to health and life insurance. His practical insights, clarity, and long-term vision have not only helped me understand financial security better but also motivated me to take consistent, disciplined steps toward it. Thank you for being such a genuine mentor and guiding me in building a stronger, more secure future.
SIP involves investing a fixed amount periodically, making it an accessible and ...
Investors often think equity, when it comes to mutual funds. While equity is hig...
Indian equities are one of the brighter corners of sunshine in the global market...
The investment objective of the Scheme is to generate long-term capital growth b
Read MoreThe investment objective of the Scheme is to generate long-term capital growth b
Read MoreTo generate optimal returns over medium term by investing in passive debt orient
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