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Company Profile

Pal Associate was founded by Mr. Sanjay Pal in 2006. With an experience of 16+ years in the finance industry, today PAL ASSOCIATE has been providing financial services to 600+ families and 1500+ individual clients located globally.

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Strategic Planning Process

We can be your ideal investment partner on your path to become rich.

Create Wealth

Accumulation of assets over a long period of time. A major example of wealth creation is a retirement plan.

Meet Goals

To help you get started on your financial goals through budgeting, saving and building your credit.

Save Tax

Learn more about Different Tax Saving schemes and Investments to reduce the Taxable Income in India.

Be Rich

The key to growing your wealth is to start early and make regular investments and be rich

Our Products

Mutual Funds

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.

Life Insurance

Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.

Health Insurance

Health Insurance covers the potential expense of hospitalization due to illness or accident. that can protect you and your family from financial hardship.

Direct Equity

The term Direct Equity refers to investment in the stock market directly. When one buys a stock, they become part-owners in that company.

Tax Planning

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Corporate Fixed Deposits

Fixed Deposits are deposits where
a particular sum of money is invested for a fixed duration. The duration of Fixed Deposits is flexible

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

Need Expert Advice
Vacation Planning
Car Planning
Child's Education
Child's Marriage
Retirement
Life Insurance Planning

16 +

YEARS OF EXPERIENCE

50 +

CLIENT EVENTS

600 +

HAPPY FAMILIES

1500 +

INDIVIDUAL CLIENTS

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