About Us

Paarth Finman aims to provide financial advisory service of clients and also catering to the needs of the clients from the urban & semi-urban segment across East. We have the entire basket of mutual funds, Fixed Instruments, Bonds along with sufficing the specific requirements of health, General Insurance and life insurance of individuals & non-individual entities. The presence and utilisation of technology has been the stronghold as far as Paarth Finman is concerned, that not only helps in form of transparency, in being compliant but also it adds to customer trust, flexibility & referral programmes. Paarth Finman has more than 1200 customers in his book. customers in form of advisory for specific investment & insurance needs. Paarth Finman with its team of investment advisory professionals has presence in many cities in East.

Services


FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement.

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WEALTH MANAGEMENT

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

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RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

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TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

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