About Us
PK Financials is one of the best Tax Advisor and Distributors of Financials Products in India. Established in 2012 by Mr . Pankaj Kumar MBA(Finance), M.Com, MFD. PK Financials have over a decade of rich exposure in Tax Advisory & Financial Investment.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
Pankaj ji exemplifies unparalleled acumen as a mutual fund assistant, seamlessly navigating the labyrinth of financial intricacies with precision and foresight. His sagacious counsel and meticulous analysis of market dynamics instill unwavering confidence in his clients. Pankaj ji is adeptness at elucidating convoluted investment strategies transforms complexity into clarity, empowering clients to make judicious financial decisions. Under his astute guidance, my portfolio has not only flourished but has been fortified with resilience against market volatility. For those seeking an erudite and steadfast financial advisor, Pankaj ji is unequivocally the paragon of excellence.
NIKESH KUMAR, NEW DELHI
"I’ve been working with Pankaj ji for my mutual fund investments, and his expertise and dedication have been exceptional. He provides clear guidance, personalized advice, and ensures I make well-informed decisions. Thanks to his professionalism, my portfolio has grown steadily. Highly recommend Pankaj for anyone seeking a trustworthy financial advisor."
KUMARI GITANJALI
Pankaj Ji has been assisting me with investment management for the past five years. Previously, I managed my own equity investments, but it required extensive industry research, analysis, developing my own investment thesis, and staying ahead of market trends. Too often, I succumbed to the temptation of chasing quick profits, which led to unnecessary losses. Since Pankaj Ji took over, he has helped me create a structured investment plan and has actively managed my portfolio. He is highly disciplined, responsive, and proactively adjusts my investments to align with my goals. Few individuals possess such a deep understanding of the market, and I trust him completely with my wealth creation journey.
GYAN WAIBHAW, BANGALORE
I had been looking for a Financial advisor for quite some time and then I stumbled upon Mr. Akbar who works for Wealth Bricks.
It's been a few months since I am using his services and I am pretty satisfied with it. The enrollment process was pretty smooth and Mr. Akbar has been always available as and when any assistance was required. We have monthly calls wherein details regarding the performance of our funds is discussed. Overall a good experience and would highly recommend Wealth Bricks for your investment needs.
ISTEKHAR KHAN, PATNA