Why Pearl Investment?
In an Era of Constant changes and Volatile Market, we provide an Unbiased Professional Advise to our clients and guide them to achieve their Financial Goals and Financial Security to their family. Our approach is purely on Customer as our Core.
We give the best Fund Options to our clients not only on the basis of Past Performance but we have the self-made the portfolio models based on our Research and as per the Customers Risk Appetite – Low, Medium, High or Conservative.
Since we work with all the TOP & Best Life and Health Insurance companies, hence we Offer multiple product choice to our clients to help them choose the best Life Insurance & Health Insurance plans for Individuals and for Family.
Founder
Ashwin Dedhia– Post Graduate in Marketing & Event Management and also NISM Certified Mutual Fund Distributor in India, he has more than 16+ years of Experience in Banking & Financial Services world and have worked with Groups like – ICICI BANK, Birla Sun Life & TATA AIA Life. We are an AMFI Registered Authorized Distributor of Mutual Funds in India.
Our Vision
To become the Best Financial Planning and Wealth Management Firm in India maintaining the Highest Integrity, Transparency and putting Customer as our Core.
Our Mission
To create 200 Crorepatis in India in next 2 Decades. We plan to Educate and share the knowledge to all Individuals who are far away from Financial Planning and have not secured their family. We would appreciate if you know the Societies or Housing Chawls, where we can conduct the Financial Freedom Awareness Program. Please contact through Email / WhatsApp.