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About Us

Pinnacle Investmart is a fulltime Financial Planning and Investment Advisory Firm with an extremely strong focus on Client satisfaction . Pinnacle Investmart has 16 years of proven track record in Financial Services and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We conduct open discussions to understand what is important to the client and then to be understood when finding solutions to their financial situation. We have built a reputation on helping clients create, preserve, and protect wealth for their families and their businesses. Our main motto is to help people grow and preserve their wealth for a single reason: To secure their goals — Today and Tomorrow. To help clients to succeed, We follow three guiding principles: Investment Discipline Our approach to investing begins with a perspective both broad and deep. We combine time-tested investment specialization, extensive industry knowledge and active risk management to seek investment opportunities that we believe will be promising over time. We strive to integrate the best thinking and resources as we pursue balanced diversification for individual and institutional investors. Service Excellence We add value to the investing process through expert research, personalized service and comprehensive wealth management solutions. Our organization excels through our one-to- one relationships with our clients and our client-centered service approach. Continuous Innovation Our products are developed purposefully to give investors choice and flexibility in creating quality investment portfolios that match each client’s financial goals and risk tolerance. Through product innovation, we strive to offer the client’s investment solutions that help provide an optimal return on their investments over time. Core Values Our Core Values Include :  Client Focus  Entrepreneurial Spirit  Quality  Integrity  Team Work  Long-Term Perspective  Achievement Orientation  Fiscal Accountability  Responsibility Our Services Includes  Financial Planning  Tax Planning  Mutual Funds  Insurance  Fixed Deposits  Post Office Saving Schemes  Public Issues  Pan Card Services

Features

Family Account

Access your family member's Portfolio
with one single login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Reports

View your current market value,
your profits & losses.

Calculators

Calculate the amount of wealth
required for your goal

Factsheet

Explore Mutual Fund schemes
and their performance

Focused Funds

Check out our recommended funds
and invest into them

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

The Definition A mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities. Each investor owns shares, which represent a portion of the holdings of the fund. You can make money from a mutual fund in three ways: 1) Income is earned from dividends on stocks and interest on bonds. A fund pays out nearly all of the income it receives over the year to fund owners in the form of a distribution. 2) If the fund sells securities that have increased in price, the fund has a capital gain. Most funds also pass on these gains to investors in a distribution. 3) If fund holdings increase in price but are not sold by the fund manager, the fund's shares increase in price. You can then sell your mutual fund shares for a profit. Funds will also usually give you a choice either to receive a check for distributions or to reinvest the earnings and get more shares.