We’ll care for your wealth as if it were our own.

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It’s Start with you

Whatever your aspirations, Findoc Group Private Client Services is focused on helping you achieve them. We build deep and lasting relationships with our clients, and follow the simple philosophy of doing what’s right.

What We Do

Highly individualized plans — for all types of clients.

There’s no one-size-fits-all approach to wealth management. That’s why our highly personalized approach centers around you. We’ll take a detailed view of your situation so we can build a tailor-made investment plan just for you. And we’ll also work with you every step of the way, so you’re never left in the dark.

We provide hands-on, personalized service backed by the resources of Findoc Group, one of the India’s fastest growing financial services company. Our singular focus is on investment management and wealth planning, allowing us to concentrate on delivering superior long-term results.

From the moment you sit down with us, the focus is on you.

Every client has a dedicated Private Wealth Advisor backed by a team with decades of experience. With no call centers or no waiting on hold, you’ll enjoy the kind of service you’d expect from a trusted friend.

How We Do It

Knowledge drives opportunity

As part of one of the India’sfastest growingfinancial institution, we provide our clients with the resources and experience of AnInvestment firm.

Comprehensive research provides us with an intimate understanding of both companies and markets — giving us insights to identify quality investments.

Your Relationship Manager compensation is tied to your success, not to specific products and services — so you receive recommendations based solely on your needs.

Why PCG?

Mix of Advisory and Research

Dedicated Relationship Manager

Committed / Excellent execution team

Strong advisory support on momentum & positional trades

SEBI Margin Trade Funding Facilities

Advanced Trading Platform for Large Self Trader & Investors

Findoc Offerings with solutions in Protecting, Investing & Financing

Robust Support for High Frequency Traders.

Why Findoc PCG Team?

A dynamic leader in the financial industry with a reputation for excellence.

As an independent firm, we place your interests first. Your financial well-being is our priority. Team is dedicated to providing its affiliated financial advisory with the autonomy, capabilities and opportunities to do what they believe is best for you—our valued client. Whether you’re a first-time investor or a seasoned veteran, our mission is to provide the guidance and support you need to translate investment dollars into the potential attainment of lifelong goals and dreams.

Perhaps Our Private Client Group’s most significant advantage is its independence. We are not under any pressure to sell products that may not be suitable or in the best interests of our clients.

We consider workflows, client journey maps and investor personas to solidify the client experience. Clients engage at various points in the financial planning process, and our team should make each of those engagements meaningful, from the initial transaction to multigenerational planning.

We carry deep understanding of the clients’ feelings and concerns, and not just know their financial situation. Calls have to be returned as soon as possible and there must be zero tolerance for errors, as well as complete follow through on any agreed upon action.

Team constantly look for ways to reduce sources of frustration and capitalize on opportunities to improve client experience, specifically define their niche market, as well as hone the ability to explain their value proposition.

Finally, Strict adherence to all rules and regulations and maintain transparency.

Frequently Asked Questions

What is the Private Client Group?

The Private Client Group is our premium advice service that’s dedicated to helping you reach your financial goals. It’s an exclusive advisory service reserved for clients who are looking for more than investments. When you need financial planning and advice to help for the next leg on your financial journey, the Private Client Group is here for you.

What benefits/advantages does Private Client Group offer me ?

We make available to our clients the best team of expert wealth managers. When you become our Privileged Client, you are assigned a highly qualified Relationship Manager that has extensive knowledge of the financial markets.Holistic view on the entire portfolio before providing comprehensive advice.

How often will I speak with a financial consultant?

Consistent communication is a hallmark of the Private Client Group. We will personally reach out to schedule reviews. Those reviews will keep you informed about your progress, give you an opportunity to discuss how things have or have not changed and whether your plan needs adjusting. You're always invited to reach out and speak with us between regularly scheduled reviews.

Why would I choose Private Client Group over another advisor?

The Private Client Group is built on the principles. The dedication to integrity, performance and service that all focus on helping clients reach their financial goals is shared by the Private Client Group. The frankness of our interactions and the clarity of our fee structure show our commitment to doing what's right for clients like you.

If I choose the Private Client Group, am I locked in?

You are never locked in to the Private Client Group and can move your assets at any time without a penalty or charge

How can I access your Private Client Group services?

Send us an e-mail to pcgdesk@myfindoc.com indicating how you prefer that we contact you about this.

Do you help in automating my Strategies customized to my needs?

Yes, our most valuable asset is our clients. That is why we offer you a team of developers who will help you to develop tools based on your specific needs.

Do you provide lending solutions?

Yes, We are backed by our NBFC and tie-ups with other financial institutions, in providing lending solutions to meet our clients’ capital requirements.

How do I fund my account?

You have options to fund your account: • Online Fund Transfer. • Transfer from another mutual fund or brokerage account

PCG Blogs

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What are Private Client Group and how do they allocate assets?

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Disclaimer The information contained in this file is provided for informational purposes only, and should not be construed as legal advice on any matter. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this file to the fullest extent permitted by law. Every effort is made to avoid errors. In spite of that, errors and discrepancies may creep in. It is expressly stated that neither Findoc Investmart Private Limited nor any of the contributors of updates will be responsible for any damage to anybody on the basis of this document. Readers are, therefore, requested to cross check with the original sources e.g. Government publications, Orders, Judgments etc., before taking any action or making any decision. These services are being provided through our group companies Findoc Capital Mart Pvt Ltd and Findoc Finvest Private Limited

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