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FAQ

Mutual Fund

A mutual fund is an investment vehicle that pools money from multiple investors to invest in diversified assets such as stocks, bonds, or other securities. Professional fund managers manage these funds to achieve specific investment objectives.
Mutual funds come with varying degrees of risk depending on the type of fund (equity, debt, or hybrid). Choosing funds aligned with your financial goals and risk appetite can make them a safer investment.
You can start investing by creating an account with us, completing your KYC, and selecting the mutual funds that suit your financial objectives. Our experts can guide you in making the right choices.

Insurance

We provide various insurance plans, including life insurance, health insurance, motor insurance, and property insurance.
The right insurance policy depends on your needs, such as financial security for your family, health coverage, or asset protection. Our advisors can help you identify the best policy based on your requirements.
Yes, policyholders can switch their insurance policies. However, the process varies depending on the insurer and the type of policy. Contact us for assistance.

NPS & PMS

The National Pension System (NPS) is a government-sponsored pension scheme that provides financial security after retirement. It is available to Indian citizens between 18 and 70 years of age.

PMS is a personalized investment management service offered to high-net-worth individuals (HNIs). It involves professional management of a diversified portfolio tailored to your financial goals.

Yes, you can invest in both. NPS provides long-term retirement savings, while PMS offers customized investment solutions for wealth creation.

Demat Account

A Demat account is an electronic account that holds your shares and securities in digital form, eliminating the need for physical certificates.

To open a Demat account, you need to provide your PAN card, proof of identity, proof of address, and a few other documents. Contact us for a step-by-step guide.

Yes, there are charges such as account opening fees, annual maintenance charges (AMC), and transaction fees. You can get a detailed fee structure from our team.

Asset Recovery

Asset recovery is the process of reclaiming lost or defaulted financial assets, such as non-performing loans or overdue payments, on behalf of individuals or organizations.

Our team uses legal, technical, and operational expertise to locate, negotiate, and recover your assets in a systematic and professional manner.

We assist in recovering financial assets such as defaulted loans, securities, and unpaid dues. Contact us for more details.

AIF (Alternative Investment Funds)

An Alternative Investment Fund (AIF) is a privately pooled investment vehicle that invests in non-traditional assets such as private equity, venture capital, real estate, or hedge funds.
AIFs are typically designed for high-net-worth individuals (HNIs) and institutional investors with a higher risk appetite and investment knowledge.

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DISCLAIMER : pmfs.in is an online website owned & operated by Probir Bhakta, who cleared various examinations like NISM Equity Derivatives (Basic & Advanced), NISM Certification on FINANCIAL PLANNING (ADVANCED), Certification on Research Analyst, NISM Series- XV, Certification on NISM Series XXI-A, Certification on NISM Series V-A, Certification on SEBI Investor Examination, Completed NSE Academy training on Fundamental & Technical Analysis. He also completed the NISM Common Derivatives, Series XIII Examination. But he generates revenue as a financial product distributor. So his advice is incidental only. You should always consult with a RIA before making any investment decisions.

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