BUILDING A BETTER FINANCIAL LIFE
Pinnacle Wealth
Building a better financial life
Welcome to our website. Here you will find all sorts of information about our work as a Financial Planner, Mutual Fund Distributor, Life and Health Insurance Advisor, ISO Certification. We provide all the tools, guidance, and support that our clients need in order to achieve their financial & Insurance goals. Take a look around and explore the various services we offer.
Financial Planning
In this service there is an evaluation of existing investments. Assessment of Income, expenditure, assets and liabilities and recommendations & suggestions with respect to it.
Mutual Funds Distribution
We are the partners of NJ Wealth Financial Products Distribution Network, one of the largest Mutual Funds Distribution Network in India. We provide online hassle free options for Investments in Mutual Funds, Bonds, Equity, IPO, NFO, NPS etc.
Life/Health/Travel/Vehicle Insurance
We are authorized advisor of ICICI Prudential Life Insurance Company, Care (Religare) Health Insurance Company and NJ Insurance. Here we offer various products like Term Insurance, Health Insurance, Traditional Plans, Accidental Cover, Employer-Employee Insurance policies, ULIP, Critical Illness Insurance plans, Car/Bike Insurance depending on the client's Financial and Insurance needs.
Training & Certification in Major ISO Standards
We are authorized business associate and ISO Lead Auditor of SQAC Certification Pvt.Ltd which is Accredited to UKAF, United Kingdom. Here we offer various ISO Certifications like ISO 9001, ISO 14001, ISO 22000, ISO 27001, ISO 45001, CE Marking, ZED Certification, etc.
Tax Planning
With the help of an expert we help our clients in tax planning and make them invest for a better financial life.
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Have a particular challenge you’re trying to deal with? Contact us today and see what we can do for you.
+91 9689675010