About Us

Who are we ?

We are PERFECT FINSERV, a wealth management firm that offers comprehensive and personalized financial services to affluent individuals, high-net-worth clients, and sometimes institutional investors. Our primary goal is to help clients manage, grow, and preserve their wealth over time.

Our services go beyond traditional investment advice and includes a wide range of financial planning and advisory services, such as:

  • Investment management: Creating and managing a diversified portfolio of investments tailored to the client's financial goals and risk tolerance.
  • Financial planning: Developing comprehensive financial plans that address various aspects of a client's financial life, including retirement planning, tax planning, estate planning, and risk management.
  • Tax planning and optimization: Advising clients on tax-efficient investment strategies and helping them navigate complex tax laws.
  • Estate planning: Assisting clients in structuring their assets and estates to facilitate the smooth transfer of wealth to beneficiaries.
  • Retirement planning: Helping clients plan for a financially secure retirement, including advice on retirement accounts, pension plans, and other retirement income sources.
  • Risk management and insurance: Evaluating potential risks and recommending suitable insurance solutions to protect clients' assets and interests.
  • Charitable giving: Advising clients on philanthropic strategies and charitable giving opportunities.
  • Succession planning: Assisting business owners in planning for the orderly transfer of their business to the next generation or new owners.

Why are we Unique ?

There are more than 2500 schemes across 44 AMCs in Mutual Fund space in India. At times it gets confusing for the investors to choose the right scheme matching their investment goals and risk appetite.

  • This is where we come in with our model “Perfect Choice”.
  • Based on fundamentals and risk, we segregate mutual fund schemes which makes the investors’ journey smooth.
  • We segregate schemes based on their investment objective across all categories.
  • We rebalance portfolio to mitigate risk by shifting the accumulated wealth to a less risky, wealth preserving scheme as our clients approaches their respective goal.

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