Home – PenguWIN Investment Services & Wealth Management

Posted on by

Welcome to PenguWIN !

We offer Personalized Comprehensive Financial Planning, Investment and Wealth Management Services

Our expertise in Investment Planning and Advisory and Execution spans across the following areas:

  • Mutual Funds
  • Company Deposits
  • Government Bonds
  • Insurance
  • Individual Income Tax
  • Real Estate Consulting

 

The Planning and Advisory is handled by “PenguWIN Wealth Management Consulting” and the Execution Services are part of another entity “PenguWIN Investment Services”, with touch points, wherever required

 

Service Offerings

  1. Portfolio Construction and Management
  2. Risk Assessment & Financial Planning
  3. Goal based Planning  
  4. Retirement Planning
  5. Income Tax Planning
  6. Independent Portfolio Review

 

We gather and analyse your financial requirements, assist in defining your financial goals such as Education, Wedding, Vacation, Home/Car asset Purchase, Retirement, analyse your current financial position including Income, Expenses, Assets and Liabilities and develop a Financial Plan. We also hand hold you to implement the recommendations in the plan, construct a suitable portfolio to achieve your objectives and periodically review them to ensure that you stay the course.

We are located at Adyar, Chennai, India

Mission

“Provide quality financial advice and personalized service to our customers at an affordable price, leading to wealth accumulation and delight”

 Vision

“To serve as a trusted, customer centric and sincere finance doctor in the profession of wealth management”