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We Provide Best Services

Mutual Fund

An investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities.

Health Insurance

An insurance product which covers medical and surgical expenses of an insured individual.

Car Insurance

Insurance that protects you and your vehicle against financial losses in case of an accident, theft, or natural disaster.

Home Insurance

A home insurance policy is an essential financial protection that is meant for every proprietor.

About Our Company

High Range of Exploring Protection

Since 2017, Pocket Wala Financial Planning & Investment Advisory Services is on its mission to transform financial life of individuals and families. This journey is from financial worries to financial freedom, from chaos to order, from average financial life to excellent financial life, from frown to smile, from dream to goal & from goal to reality. This journey is full of discovery, discipline and doings. Our beginning was modest, and now more than 1200 families, in India and abroad, are with us, stepping in unison, with confidence, towards a brighter and happier tomorrow.

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100000 +

Total Clients

7 +

Awards Won

Our Features

Client Education

Providing information and guidance to enhance your financial literacy.

Financial Planning

Developing comprehensive strategies to achieve your financial goals.

Investment Management

Advising you on investment options based on risk tolerance and financial objectives.

Retirement Planning

Creating plans to ensure your secure retirement through savings and investments.

Risk Management

Identifying and managing potential financial risks through insurance and other tools.

Tax Planning

Advising on tax-efficient strategies to minimise your liabilities.

Our Partners

Some Important FAQ's

Common Frequently Asked Questions

A: Mutual Funds are investment schemes professionally managed by financial experts. Many investors, individuals and entities, invest money in these schemes or funds to generate better returns. These investment schemes could invest in Shares / Stocks (Equity), Government and Corporate Bonds / Securities / Debentures (Fixed Income) or a mixture of the Equity and Fixed Income Securities. Mutual Fund units are allocated to investors basis the proportion of their investments and value of these units is tracked as Net Asset Value (NAV) which is daily released by the Fund houses. The Securities and Exchange Board Of India (SEBI) regulates the Mutual Funds industry, and there are around 45 different Mutual Fund houses and more than 12000+ Mutual Fund Schemes.

A: Long term Capital gains tax (if held for more than a year) for equity mutual funds are taxed at 10% for gains withdrawn exceeding ₹1 lakh in a financial year. Gains withdrawn up to ₹1 lakh in a financial year are exempt from Tax. Short Term Capital gains tax (if held for less than a year) on equity mutual funds’ investments is 15%.

A: Mutual funds are market linked instruments. They invest in stocks, fixed income securities, arbitrage opportunities deemed fit by the Fund manager who is a financial expert. These market linked securities can go up or down in value as per the various macro and micro economic conditions. There is no guarantee of return on Mutual funds. The mutual fund returns can vary from past returns as well. We create balanced and personalised portfolios for you based on your Investment Horizon and Risk Profiles while accounting for the prevailing Market Conditions like Stock Markets performance ( Price to Earning, Price to Book, Dividend Yield), Interest Rates, GDP growth Rates and other important macroeconomic factors. We optimise your portfolio to offer maximum possible expected return for a given level of risk through careful selection of asset classes and mutual funds using our proprietary ranking frameworks.

What Our Clients Are Saying