Phone
022-46003500, 022-28599995, 022-28599994
Address
Andheri (East), Mumbai
Our Services
SERVICES
Distribution of Financial Products
Marketing Research
Analysis of the market as a whole and its particular components (competitors, consumers, product, etc.)
Organizational Audit
Analysis of internal processes & procedures, staff activity evaluation, evaluation of technologies.
Business Consulting
Successful experience of experts in structuring investment projects, developing and implementing.
Business Consulting
Successful experience of experts in structuring investment projects, developing and implementing.
Project Management
We are working in the format of an outsourcing project office. We assume operational coordination.
Equity Broking
Our Equity broking department is run by professional and experienced team members who have been in the business for more than 3 decades.
Technology plays an important role in equity trading, therefore our systems are backed by the latest innovations which ensure high precision in executing trades.
We have a long association with Kotak Securities Ltd. of 15 years and we have been recognised for our service quality provided to our customers. Through our empanelled Global Investing Platform customers have facility to invest in US stock markets.
Customers also have an option to avail discretionary and non-discretionary portfolio management services through our PMS distribution.
Segments available under Equity trading account are as follows:-
- EQUITY CASH SEGMENT (NSE/BSE)
- FUTURES AND OPTIONS SEGMENT(NSE)
- SECURITIES LENDING AND BORROWING SEGMENT (NSE)
- GLOBAL INVESTING IN US STOCK MARKETS
Mutual Funds
We are a direct business associate to all Asset Management companies to carry out Mutual Fund operations through our various offices.
We are direct business associate to all asset Management companies to carry out Mutual Fund operations through our various offices.
For the last 20 years our Customers have been able to reach their intermediate and long term financial goals through our Mutual fund distribution.
Customers can also benefit from global markets by investing in US and other overseas markets through Fund-of-funds schemes.
To know more get in touch with our experts. (Redirect to contact us)
Fixed Deposits
Usually, when you first start investing, you are advised to invest some amount in a fixed deposit. This is one of the most common investment options. We offer a wide range of corporate FDs which have AAA ratings.
Loans, Corporate and Trade Finance
We are empanelled with leading banks and NBFCs in distributing Loan products. Our team of experts will help you in legal and technical counsel in order to make the most prudent decision.
We are empanelled with leading banks and NBFCs in distributing Loan products. Our team of experts will help you in legal and technical counsel in order to make a right buying decision.
- Housing loans
- Loan against Property
- Commercial Loans
Trade Finance
In the corporate world Pinnacle finance is known as a Trade Finance company.
We have not limited ourselves to only domestic business but are very efficiently meeting funding requirements of our clients in import and export trade.
Bill Discounting, Letter of credit Negotiation, Buyers and suppliers credit funding under LC/Lou, Open Export/import bills financing under factoring, Receivable financing under assignment & escrow/security, Channel financing are the gamut of trade finance products managed by us in most efficient manner.
Corporate Finance
Long term financing products for midsize to Large Corporates
Equipment / Asset / Plant and Machinery financing / Project Financing – debt”
In this area, Pinnacle finance focuses on syndicating lease and higher purchase financing through Nationalized Banks, Private & Foreign Banks and other institutions.
Products for SME
“Working Capital & Business Loan Financing:”
Working Capital efficiency is the goal of every business. Pinnacle finance will help you to get the most suitable and cost effective working capital. We are not just a conduit for funds, but also keep track of the requirements of both lenders and borrowers
- Rent Discounting
- Pinnacle enables in up-fronting your rental cash flows by arrangement of long term loan facility in very competitive terms.
Wealth Management
At Pinnacle Finance our client’s financial success is our primary goal. The continued growth and success of our client becomes an element in our overall plan. We have built a successful clientele by providing best of services built on integrity, personalized and customized approach, and by always keeping our clients’ best interests in mind.
Ultra-high-net-worth individuals (HNWI) are always looking for a complete wealth management solutions which are backed by a scientific research.
Our team with expertise of businesses across sectors provide the right solutions to HNWIs. We market and distribute Equity broking, mutual funds, Portfolio Management Services, Trade Finance, Corporate Finance and SME solutions.
testimonials
What People Say About Us
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company"I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment."
Mary Grey
client of company"I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment."