About Us

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 Bond

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.

About Us

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. 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.

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.

Our Values

Guiding Values of P B Financial Services are : Transparency, Trust and Integrity.The founding members and employees of P B Financial Services are committed to be Always Transparent in their dealings and actions, without hiding or holding back any information.We are completely committed to create through our actions and offerings, trust in our customer to ensure that their interest would be the focus of our endeavor.

We promise to be fair and clear in our dealing, and not to be swayed by market forces and personal gains while dealing with our customers, and to create a work culture where our Integrity is never questioned.P B Financial Services has Zero tolerance policy on non adherence of Integrity.

Frequently Asked Question

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital Nanotech immersion along the information highway will close the loop on focusing solely on the bottom taking seamless key performance indicators offline to maximise the long tail. Keeping your eye on the ball while performing a deep dive on the start-up mentality

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital Nanotech immersion along the information highway will close the loop on focusing solely on the bottom taking seamless key performance indicators offline to maximise the long tail. Keeping your eye on the ball while performing a deep dive on the start-up mentality

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital Nanotech immersion along the information highway will close the loop on focusing solely on the bottom taking seamless key performance indicators offline to maximise the long tail. Keeping your eye on the ball while performing a deep dive on the start-up mentality

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital Nanotech immersion along the information highway will close the loop on focusing solely on the bottom taking seamless key performance indicators offline to maximise the long tail. Keeping your eye on the ball while performing a deep dive on the start-up mentality