Pinnacle Wealth Management Pvt. Ltd.

Pinnacle Wealth Management Pvt. Ltd. is an independent financial advisory & financial planning firm specialising in managing finances and investments for individuals and families. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work proactively with our clients to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability. Our mission is to be the trusted advisor for all aspects of our clients' financial lives. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future. We are dedicated to serving our clients with integrity and are committed to the following principles: • Honest, transparent, and open communication. • Highly responsive, professional, first-class service. • Unbiased, expert, and timely advice. • Steadfast dedication to our belief that 'clients interests always come first'. As fully independent financial advisors, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a financial planner, we have a legal obligation to act in each client's best interests. Pinnacle Wealth Management Pvt. Ltd. is your trusted advisor and your partner in helping you achieve the pinnacle of financial success. As Directors and Founders of Pinnacle Wealth Mgt Pvt Ltd, Kavita Bothra and Nina Kotian have created a unique, comprehensive wealth management firm that provides unbiased guidance for individuals, families and small businesses. With 15 years of experience they have just one goal for their clients – the freedom to truly enjoy everything they’ve worked so hard to earn.With a robust financial planning model , they help clients in achieving clarity in their goals, navigating the issues that impact their finances and having financial freedom for their golden years of retirement. By helping them co-ordinate their finances and managing it, they strive to help people from all walks of life achieve the financial futures they’ve imagined. The Team: is incharge of client relations and making sure the clients have a great experience. They are dedicated to providing excellent customer service and look forward to develop relationships with all our clients. They have a well trained staff for all administrative activities all of whom are as dedicated as the leaders themselves. Use of sophisticated IT softwares and office automated systems for the back office works efficiently and effectively help save time energy to enable us to serve you better. We believe that selecting the right financial services firm is paramount to the financial success of any person or organization. Pinnacle Wealth Management Pvt. Ltd. is a Wealth Management and Investment Advisory firm with an extremely strong focus on client relationship. The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.

Address: Unit No.3, Plot No. 18, Dream Heaven CHS, Sector-25, Nr. Seawoods Station, Nerul(E), Navi Mumbai 400706, India

Phone: +91 22 27715935/6
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