Pro-Money Financial Services
- Your Trusted Investment Partner

We are absolutely dedicated to helping individuals and businesses achieve their financial goals. With a wide range of investment and financial planning solutions, we provide expert guidance and personalized strategies tailored to your needs.

Pro-Money Financial Services, led by Probir Bhakta, who is completely dedicated and passionate financial professional committed to empowering individuals to achieve financial freedom and security. His journey began with a Diploma in Mechanical Engineering from Ramakrishna Mission which led to a top job offer —a historic achievement. However, his deep interest in trading and investing led him to pursue a career in the capital markets.

Recognizing the need for accessible financial education, He embarked on a mission to improve personal finance literacy and help others build a secure financial future. This commitment to social work highlighted the importance of regulatory compliance in providing financial services. To ensure the highest standards of professionalism and client care, He pursued extensive training and certifications, including:

* NISM Certification on Advanced Financial Planning
* NISM Certification on Research Analyst, Series – XV
* NISM Certification on Common Derivatives, Series XIII
* NISM Certification on Equity Derivatives (Basic)
* NISM Certification on Equity Derivatives (Advanced)
* NISM Certification on Mutual Funds, Series V-A
* NISM Certification on Portfolio Management Service, Series XXI-A
* NISM Certification on Municipal Financing
* NSE Training on Investment Analysis & Portfolio Management 
* NSE Training on Fundamental Analysis
* NSE Training on Technical Analysis
* IRDAI Examination on Comprehensive Insurance
* SEBI Certification on Investor Examination

These qualifications led to registrations with AMFI (Association of Mutual Funds in India), APMI (Association of Portfolio Managers in India), and IRDAI (Insurance Regulatory & Development Authority of India), as well as registration as a member on The National Stock Exchange.

Driven by a vision to provide comprehensive financial services, He founded PMFS Academy, a platform dedicated to empowering individuals with the knowledge and tools they need to achieve their financial goals. Today, He is proud to serve a large and satisfied client base, helping them navigate the complexities of the financial world and build a brighter financial future. His approach combines a strong educational foundation with real-world market experience, ensuring that his clients receive informed and personalized guidance that align with individual financial goals.

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Our Mission

To simplify financial planning and provide innovative solutions that help our clients build wealth, secure their future, and achieve their financial goals.

Our Vision

To be the most trusted and sought-after financial service provider, known for our transparency, reliability, and exceptional customer support.

Why Choose Us

Why choose PMFS?

At PMFS, we believe in building lasting relationships based on trust and mutual growth.
Expertise You Can Trust

With years of industry experience, our financial advisors are dedicated to guiding you every step of the way

Personalized Solutions

We understand that every financial journey is unique, which is why we offer customized strategies tailored to your needs

Transparent Processes

Honesty and integrity are at the core of everything we do

Comprehensive Support

From planning to execution, we provide end-to-end assistance for all your financial goals

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