About the Founder & Pro-Money Financial Services 

Empowering Financial Freedom Through Engineering Precision and Market Intelligence.

Probir Bhakta is the founder of Pro-Money Financial Services (PMFS) and PM Academy. Originally trained as a mechanical engineer at Ramakrishna Mission, Probir achieved a historic top job offer in his field before his passion for capital markets led him to a career in finance. Today, he combines that engineering mindset—built on precision and logic—with a deep-seated mission to democratize financial literacy.

Our Founder’s Journey:

Recognizing a widespread need for accessible financial education, Probir transitioned from trading to professional wealth management. To ensure the highest standards of transparency and regulatory excellence, he earned over a dozen elite certifications across the financial spectrum.

Core Credentials & Registrations:
Certified Private Wealth Manager (Certificate No: CL-WMA/2025-26/12869)

Registered with: AMFI (Mutual Funds), APMI (Portfolio Management), and IRDAI (Insurance).

Advanced Certifications: NISM Research Analyst (Series XV), Investment Analysis & Portfolio Management (NSE), Advanced Equity Derivatives, NISM Common Derivatives (Series XIII) for SIF (Specialised Investment Funds) and Advanced Financial Planning.

The PMFS Mission:
Through PM Academy, Probir has mentored a vast client base, transforming complex market concepts into actionable paths toward financial freedom. Our approach isn’t just about numbers; it’s about blending advanced market intelligence with personalized care.

“Our goal is to ensure every client has a clear, secure, and informed path to their financial future.”