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Our client’s needs and best interests are the main focus of everything we do.
- +91 9820603029
- support@palassociate.com
Pal Associate was founded by Mr. Sanjay Pal in 2006. With an experience of 19+ years, today Pal Associate's has been providing financial services to 700+ families and 1600+ 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.
To transform the financial life of our clients by helping them to achieve their goals and convert their dreams into reality.
To be a well-recognized financial planning company in India by providing professional advice, quality products, and excellent service.
We believe that the best way to grow is to continuously improve and expand our knowledge and services for our clients
Our client’s needs and best interests are the main focus of everything we do.
Excellence depends on doing small things right. We try each day to do our best.
Constantly innovating ways to do things differently for a better tomorrow.
The key to brand success is transparency, accountability and authenticity.
+91 9820603029
+91 8080603029
+91 9326307095
palassociate12@gmail.com
support@palassociate.com
Room No. 21, Saraswati Bhawan,
2nd Floor, Ganjawala Lane,
Near Petrol Pump, Borivali - (W),
Mumbai - 400092, Maharashtra, India.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-92245 | Date of initial registration – 01 NOV 2013 | Current validity of ARN – 28 July 2028
Grievance Officer- Mr. Sanjay R Pal | support@palassociate.com
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