Sophisticated execution of investments in over 10 asset classes like Equities, Debt, Derivatives, Mutual Funds, REIT's, IPO's, Masala Bonds, ETF's etc.
Comprehensive financial planning for individuals and entities, with a structured assessment of goals and risk appetite.
From assessment of individuals goals, priorities and risk appetite until asset allocation, execution and review we take care of it all.
SECURITIES LENDING & BORROWING(SLB)
Hold shares for investment in your Demat A/c? We facilitate lending of these shares and help you earn interest over it just like you'd earn interest over your money held in bank accounts.
Algorithmic trade execution
High Frequency Transactions, Machine aided execution of bulk deals, Computerised execution of Option strategies, or simply interexchange arbitrage based on held shares.
NRI INVESTMENT ASSISTANCE
Right from bank account opening to RBI permissions, asset allocation and execution,tax filing, repatriation and everything else around it. We do what it takes to ensure things are simple for NRI's.
Taxation Advice & filing
If you invest through us we don't want you to face the hassles of handling regulatory filings and tax returns we take care of that as well.
rESEARCH & aNALYTICS
Be it equities, debt, MF's or any other asset class every investment we propose is backed by high conviction & reasoning.
Looking for minority stakes in private (unlisted) companies? We enable insights, valuations & transactions of the same.
Evaluating business working capital/liquidity/contingency requirements and enabling allocation of remaining investible treasury surplus to maximise company's ROCE's.
pAYROLL & EMPLOYEE INVESTMENTS
Not a basic payroll management enterprise but a model to disburse salaries in form of liquid mutual funds aiding growth of employees corpus at 50% higher rates than Savings A/c. We also enable employees to effectively employ their surplus in other growth oriented asset classes.
CORPORATE FINANCE & CONSULTANCY
Corporate finance & structured solutions, Balance sheet restructuring, financial issues troubleshooting and investments consultancy services.
PM Securities was primarily established with a keen focus on making capital markets more propitious for retail clients. Over the years the firm has built a retail Client base of over 20000 clients serviced through 12 branches. Besides more than the quantum we have always worked towards quality of client base as a result we have a high proportion of satisfied HNI clients.
We made our modest institutional equities debut in the year 2007 and got empanelled with institutional clients like central bank of india, SBI, DENA Bank, Escorts Mutual Fund etc. amongst others we are profoundly dedicated and absolutely equipped to further strengthen this vertical by deleveraging our 27 years of expertise to the benefit of clients and prove to them of our truly differentiated service.
Being partnered with CDSL (Central Depository Services India Ltd.) we were one of the first few broking houses to have in-house depository services, to enable frictionless and seamless paper free processes for settlement of trades of our clients.
We act as an Mutual Fund intermediary and enable smooth investments across all Indian AMC's through an efficient & frictionless #PAPERLESS process.