About Team PMPK

Following government certified people are working with us in sales & distribution of Mutual Fund products :-

  1. Devesh Jain, CFP, MBA as CEO of the company with 3 years of experience.
  2. Pradeep Kumar Jain, B- Tech, MBA as Director & Chief Mentor of the company with 35 years of experience.
  3. Nilesh Kumar Vatsa as Director of the company with 20 years of experience.
  4. Vanita Bharat Rathod as Sr. Relationship Manager with 13 years of experience.
  5. Mr Kamlesh Kumar as Sr. Relationship Manager with 4 years of experience.
  6. Kajal Singh as Sr. Relationship Manager with 16 years of experience.

There are seven more experienced & dedicated employees to support the back office and client’s services.

About the Clients of PMPK

We are serving 5205 clients which are mostly individuals and businesses. We have few corporate and institutional clients also.

About current Asset Under Management in Mutual Funds.

As on date our Asset Under Management is approximately Rs.350 Cr.

We run SIP book of Rs.3.60 cr. Per month through 4097 Active SIP(s).

Awards and Recognisations

Being top most advisors for several decades, we are continuosly being recognized by all the Mutual Funds as we are procuring voluminous business for them. We do not value these awards and recognisations as these are being awarded to us for serving their interest.

We really value the recognisation we are geeting from the Wealth Forum, Mumbai for the last seven consecutive years as best financial advisor of Eastern India (non – metro) . The recognisation is unbiased and heart touching as it is given to financial advisor by the body of financial advisors.

Our real award is our satisfied clienst for whom we are doing financial planning and helping them achieve their financial goals with our continuous motivations and hand holding.