Pioneer Wealth Management
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Pioneer Wealth Management

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PINC Wealth Team

PINC Wealth has been an integral part of the Indian financial ecosystem since it's inception. With an active and hands-on investment management platform, we strive to provide well-managed, consistent, and balanced investment opportunities for our valued investors.

We measure our success not only in numbers, but also in the relationships we build with our clients, investors, and team members who trust us as their reliable partners. With a 4 decades legacy in financial services, we have guided our clients through unforeseen financial situations, offering expert advice and strategies to help them navigate challenges successfully.

At PINC Wealth, we believe in building purpose-driven portfolios based on fundamental research and focused on realistic returns. We understand that the financial landscape is constantly evolving, which is why we stand by you as a trusted advisor, helping you find the right possibilities amidst these changes.

With our investment process designed to assist you in your wealth generation and preservation journey, we aim to help you achieve what matters most to you.

PINC Wealth has been an integral part of the Indian financial ecosystem since it's inception. With an active and hands-on investment management platform, we strive to provide well-managed, consistent, and balanced investment opportunities for our valued investors.

We measure our success not only in numbers, but also in the relationships we build with our clients, investors, and team members who trust us as their reliable partners. With a 4 decades legacy in financial services, we have guided our clients through unforeseen financial situations, offering expert advice and strategies to help them navigate challenges successfully.

At PINC Wealth, we believe in building purpose-driven portfolios based on fundamental research and focused on realistic returns. We understand that the financial landscape is constantly evolving, which is why we stand by you as a trusted advisor, helping you find the right possibilities amidst these changes.

With our investment process designed to assist you in your wealth generation and preservation journey, we aim to help you achieve what matters most to you.

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Years of experience

5+ years

SEBI Registered

INH000010052

All your questions answered

Frequently asked questions

What are the products offered?
Momentum portfolio, This portfolio focuses on identifying n buying those stocks that have good earnings potential over next 4-8 quarters where we see the valuations are reasonable and there is reasonable scope for valuation rerating, Churn rate will be higher especially during the earnings season for this portfolio
What is their investment philosophy?
Identifying the companies that have high growth potential in the sector that has good tailwinds visible for 4-8 quarters., We prefer companies that have low debt and have completed or on the verge of completing the big capex that would lead to incremental growth in revenues and cashflows over the next 4-8 quarters.
What is a smallcase ?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section