Route to Investment Planning Filling up of the Investment Planning questionnaire by the Client. Approval of basic goals by Client. Signing of Engagement letter by Client. Setting out of Basic draft of plan by PFS and its approval by Client. Final plan delivered to Client. Optional implementation of plan at PFS Optional monitoring of plan at PFS PFS offers a one-stop customized financial solutions centre which: Sets out the Investment Plan and designs an optimal portfolio including identification of specific instruments of investment in the various asset classes. Offers all Financial Products for implementation under a single roof. Thereafter Monitors the portfolio guiding it to its logical conclusion of stated investment goals.

Home | About Us | Contact Us Positive Financial Solutions, #1098, Sector 7, Panchkula, Haryana(INDIA) Phone: 91-172-4621098 : 91-0-98155-76555