About Us

P..O.F.I.T. is 30 years old independent wealth management firm committed to create unique financial solutions for successful individuals & businesses based on their:
Risk Appetite, Time Horizon, Return expectations, Income Requirements, Liquidity constraints.

About P.R.O.F.I.T.

P.R.O.F.I.T. is run by individuals with extensive international & domestic financial services experience in the areas of direct equity, mutual funds, insurance & real estate.

Our Mission

At P.R.O.F.I.T., our goal is the relentless pursuit of leading edge financial solutions for our Clients to optimize their Wealth creation & preservation.

Our Values

Client Trust is our stock in trade & we must continually guard the integrity of our advice as if we are investing our own money.

Successful stats about us

what we have achieved so far

30

+ Yrs Exp.

500

+ HNI Clients

25

+ Countries

50

+ Cities

1000

+ Cr. AUM

Services

MUTUAL FUNDS

A mutual fund is simply a financial intermediary that allows a group...

INSURANCE

Insurance is a highly misunderstood product and it's often bought...

FIXED INCOME

Fixed Deposits are one of the oldest and most common methods of investing.

FINANCIAL PLANNING

Financial Planning is the process of meeting your life goals...

Bluechip Stocks

As members of the NSE, we offer equity broking to our clients.

RETIREMENT PLANNING

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

What we offer

Our goal is create solutions for Clients spanning the entire gamut of their Personal Financial Planning that are Value Driven, Customized and Long Term.

Financial Calculators

SIP Calculator

Education Calculator

Marriage Calculator

Retirement Calculator

 

Testimonials

what people think about us