Welcome to P B Financial Services
P B Financial Services, a partnership firm was conceptualized in 2018 with a vision to create wealth for its stakeholders with minimal risk through a transparent and reliable approach.
Mutual Funds
A mutual fund’s portfolio is structured and maintained to match the investment objectives stated in its prospectus.
SIP
SIP (Systematic Investment Plan), allows you to invest regularly a fixed sum in your favorite mutual fund schemes.
Corporate Bonds
Corporate bonds (also called corporates) are debt obligations, or IOUs, issued by private and public corporations.
Insurance
Protection from financial loss, It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss.
The founding members of PB financial services have over 15 years of exposure to BFSI
This long-term exposure in banking and financial services industry (BFSI) sector has helped in understanding the trends of the industry which has aided in the creation of PB financial services with aim to put forth customer interest at the center of portfolio management and Product recommendation.The Idea which aided in the creation of the firm was entirely to break the present market scenario of Financial industry wherein Product recommendations are based on Company requirements rather than catering to customer needs.