Pinnacle Funds Mart focuses on hand-holding people to secure their future by creating inflation adjusted income and offering wealth creation strategies
Ankeet Deliwala, Founder
Investment services are evolving with technological advancements, diverse financial products, and demand for customized solutions. Investor awareness is still a major challenge in many instances because many clients still choose to rely on traditional products rather than holistic financial planning due to risk factors.
Furthermore, many distributors continue to focus on only one offering either on investments, insurance, or loans, rather than providing a comprehensive solution.
This is where Pinnacle Funds Mart comes to the fore. Since the get-go, Pinnacle Funds Mart has a proven track record in providing optimal financial services to individuals and corporations that focus on meeting set financial goals which are meticulously tailored to every client’s need after assessing their current financial situation, risk appetite, income level, etc.
Its offerings are further aimed at enabling a well-rounded financial independence that makes them financially proof.
Adding to this, Pinnacle Funds Mart has become a one-stop financial house, offering investments, insurance and loan solutions under one roof.
Most mutual fund distributors (MFDs) or corporates focus on one area of service they provide, whether it is investments, loans, or insurance. Pinnacle Funds Mart is one of the few firms that have all three of these services in one place.
Furthermore, Pinnacle Funds Mart takes a holistic approach to financial planning, ensuring retirement planning and education planning, as well as home purchases and other goals, are considered for every investor. Each investment has a specific goal in mind to help clients achieve their goals in an organized manner.
Comprehensive Financial Solutions with Client Focus
It is evident that the mutual fund market has great potential, although the tier-3 and tier-4 cities in India are still underserved. Notably, investors in India are becoming interested in mutual funds, as many are beginning to move away from traditional investments like LIC policies and fixed deposits. More investors are now looking towards mutual funds as an option for better returns.
For a better understanding of the mutual funds, Pinnacle Funds Mart guides people to secure their future by creating inflation adjusted income and offering wealth creation strategies.
The company has an experienced professional team with a client-centric approach, and a team that handles investment-related services, insurance services and loan related needs, with a dedicated support system.
Notably, both sections work independently, allowing specialized attention to be given to each client's own financial requirements.
Pinnacle Funds Mart focuses on hand-holding people to secure their future by creating inflation adjusted income and offering wealth creation strategies Ankeet Deliwala, Founder
“We offer an industry-leading CRM technology to combine with our client-centric approach and expansive knowledge of financial products throughout investments, insurance, and loans”, says Ankeet Deliwala, Proprietor, Pinnacle Funds Mart.
The fundamental philosophy of the company is cultivating strong and long-lasting relationships with clients based on a top-down approach. The company works with a referral-based model and does not engage in cold calling, which showcases the trust and work ethic.
The team ensures that key members of management are always brought into the conversation regarding any product offering to ensure transparency and alignment with the client’s goals. The core function of the company is building long-term relationships based on trust, and business is the by-product of wealth creation.
Expanding Financial Services Globally with Digital Solutions
Pinnacle Funds Mart was founded in 2015 and successfully developed a client base both in India and in international markets, which include the USA, Singapore, UAE, and London. The company is a Mumbai-based company, but it aspires to expand its operational services, with all transactional platforms online, geography has never been a barrier to developing and managing global customer relationships.
Pinnacle Funds Mart's future vision is to evolve into a one-stop financial house for all its clients and gradually become more institutional.
Notably, Pinnacle also focuses on serving the affluent and ultra-affluent segments of India, making it full-fledged financial institution, sustainably scaling its business.
Furthermore, Pinnacle Funds Mart is willing to adopt new technology and providing a space for AIenabled research and AI-enabled transactions. This technological development is in its early stages now, and will ultimately implement more technologyenabled solutions to improve its digital client service and provide customer-based solutions.
The comprehensive services offered by Pinnacle Funds Mart is Mutual Fund Distribution, Portfolio Management Services Distribution, Alternate Investment Distribution, Fixed Income Instruments, Various Insurance distribution for Life Insurance, Health insurance, and General Insurance, Home Loan aggregators, Loan Against Property, Working Capital finance, Lease Rent Discounting, Unsecured Business and Personal Loans etc.
Having been in the industry for more than a decade now, it continues onward and upward, with an ongoing commitment to full financial solutions and client-focused approach, going forward.
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