ABOUT US
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Company Profile

Pal Associate was founded by Mr. Sanjay Pal in 2006. With an experience of 16+ years, today Pal Associate's has been providing financial services to 600+ families and 1500+ individual clients located across India.

We offer Investments and Insurance solutions to our clients. We believe that everyone's financial situation is unique and hence it requires a personalized approach. Hence, we simply provide our clients with personalized, unbiased, independent, objective advice and help them achieve their financial goals.

Business Principles

Our Mission

To transform the financial life of our clients by helping them to achieve their goals and convert their dreams into reality.

Our Vision

To be a well-recognized financial planning company in India by providing professional advice, quality products, and excellent service.

Our Belief

We believe that the best way to grow is to continuously improve and expand our knowledge and services for our clients

Our Core Values

Ethics

Our client’s needs and best interests are the main focus of everything we do.

Excellence

Excellence depends on doing small things right. We try each day to do our best.

Innovation

Constantly innovating ways to do things differently for a better tomorrow. ​

Transparency

The key to brand success is transparency, accountability and authenticity.