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We curate your investment plans by meticulously selecting schemes and financial instruments based on different investment styles to fulfil your financial objectives as per your risk appetite.

Portfolio Diversification

Portfolio diversification is a key tool when it comes to investing our clients' hard-earned money in different asset classes and securities. To minimize the overall risk we design an asset allocation plan keeping in mind the future needs and plans of our esteemed clients.

An Experienced One Stop Solution for All Financial Products

P H Group provides the entire gamut of products and services to its customers, all under one roof, saving our clients a lot of time and effort. From mutual funds and insurance to even real estate, our experienced team ensures insightful and value-added advice and services to our esteemed clients.

Complete support and utmost care

Proper hand-holding is ensured from the creation to the execution of your financial plan. Monitoring and reporting of performances are done regularly along with the comfort of ease of transaction by being phygital.

No matter the investment objective, the P H GROUP has the perfect investment solutions for you.

Mutual Funds

Mutual Funds

A mutual fund is an investment vehicle wherein an asset management company professionally manages a pool of funds mobilized by numerous investors. The fund manager diversifies their investments in various securities depending on the investment objective of the particular scheme.
We suggest our investors' equity, debt & hybrid products suiting to their risk appetite, investment horizon, and return expectations through lumpsum SIP & STP models.

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Equities

Equities

Not many asset classes generate returns like equities, neither do most of them carry the inherent risk that goes with investing in stocks. Our deep analysis and long-term track record allow us to delve into stocks – not only from a quantitative aspect but also a qualitative one helping us give you the right picture about any stock.
We suggest equities for investments to beat inflation and for better long-term returns by covering under-researched ideas and identifying potential multi-baggers.

Talk to us as we can help you navigate this risk-return conundrum with ease.

To know our stock recommendations, customized to your needs:

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Corporate FD

Corporate FD

Corporate FDs are Fixed Deposits which are issued by Corporates, wherein they offer higher returns as compared to traditional bank FD's along with stable, regular, and consistent income, however one has to be careful before investing in a corporate FD as one has to look for not only the credit rating but also look at repayment history and several other factors.
Our detailed research makes it easier for our clients to pick the best corporate FDs that are highly rated by prominent credit rating agencies ensuring safety and promising rates.

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Equities

Bonds

A bond is a fixed income instrument that is a loan made by an investor to a borrower. Bonds are used by companies, municipalities, states, and central governments to finance projects and operations.
Investing in the right bonds with the right duration and prudent credit risk needs skill, expertise, and a track record of getting it right.
We offer bonds of PSU Companies, highly rated corporate bonds, tax-free bonds, perpetual bonds, RBI bonds, and 54 EC bonds both in primary and secondary markets.
Get in touch with us to know which bonds for what period and at what coupon is ideal for your investment needs.

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Structured Products

Structured Products

Structured products are financial products whose performance or value is linked to that of an underlying asset, product, or index. These may include market indices, individual or baskets of stocks, bonds and commodities, currencies, interest rates, or a mix of these and are designed to facilitate highly customized risk-return objectives.
Some of the structured products that are offered include loans against shares (LAS), loans against property (LAP), AIF, PMS, market-linked debentures.

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Gold

Gold

A secured investment that does not deteriorate with time protects against inflation risks, has high liquidity in the market, and can be easily passed on to the next generation - can be summarized in one word - gold!
Gold as an investment is gaining popularity - other than its actual purpose - wealth preservation in the form of jewelry. Gold can be used as collateral and its liquidity can be traded in the market.
Investment in Gold can be made in the following forms through us:
gold ETF (Exchanged Traded Funds) & SGBs (Sovereign Gold Bonds).

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Real Estate

Real Estate

Real estate is an imperishable asset, ever-increasing in value is the most solid security that human ingenuity has devised.
We provide the following real estate investment opportunities that provide high returns, great value at least risk: residential properties, commercial properties, preleased properties, industrial and land properties along with investments in publicly traded real estate investment trusts (REITs).

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Insurance

Insurance

Buying insurance is important as it ensures that you are financially secure to face any type of unforeseen problem in life, which makes insurance a very important part of financial planning.
Insurance policies enable an individual or an entity to receive financial protection or reimbursement against losses by insuring to secure life, health, travel, motor vehicle, and home from an insurance company. With a plethora of issuers and plans to choose from, we will help you evaluate and invest in the plan that is best for you.

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Estate Planning

Estate Planning

A comprehensive estate plan can help you feel more confident about the future, knowing your loved ones will be taken care of and that you are in control of the legacy you leave behind. Thoughtful planning is the best asset that you can leave with your family.

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