We at PTIC are passionate about helping people organize their wealth to achieve the best possible outcomes by distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living! We are PTIC (the name you trust). 

PTIC is known as an object-oriented and superior financial planning firm. As our goals align with the value of our clients.  We have a demonstrated procedure to convey total examination and exhortation conveyed by our accomplished experts. Our process includes regular follow-up on investments, risk-factors, and other special needs. We serve globally, and our mission is to help our clients make more of their financial planning, by providing first-rate advice in the area/areas of wealth management, Retirement Planning, insurance, Mutual funds. Awards and Recognition We are very proud to be one of the very few financial firms in the country in terms of professionalism and qualifications, who have honoured with ‘more than 150 awards’ in the last few years. 

 Years of Business 26+  

Clients and Partners 6500+  

1300+ Cr. Asset under management