Procyon Financial Planners Pvt Ltd
The Process of Optimization

Investment Advisors, Certified Financial Planners and Wealth Managers in BangaloreWe Offer A Wide Range Of Financial Products To Suit Your Needs

 

 

Fixed Income/Debt Instruments


Company Fixed Deposits

Non-Convertible Debentures, Bonds

PO/Small Saving Instruments (Third Party)

Mutual Funds

Govt Securities Funds

Fixed Maturity Plans

Money Market Funds/Liquid Funds/Floating Rate Funds/Income Funds

Monthly Income Plans (MIP)

Capital Protection Oriented Funds

Children Asset Plans

Retirement Plans


Stocks & Equity


Equity Broking

Depository Services
Equities and Derivatives
Initial Public Offers (IPO) and Followup Public Offers (FPO)


Mutual Funds

Index Funds

Diversified Mutual Funds

Insurance Linked Plans

Balanced Funds

Sector/Thematic Funds

New Fund Offers (NFO)

Exchange Traded Funds (ETF)


Structured Products


Portfolio Management Services of reputed providers


Life Insurance


With Profit Whole Life Policies

Endowment / Money Back Policies

Unit Linked Insurance Plans (ULIP)

Joint Life Endowment Plans/ULIPs

Pension Plans

Immediate/Deferred Annuities


Health Insurance


Individual Health Insurance Plans

Family Floater Health Insurance Plans

Health Insurance Plans for Senior Citizens


Alternate Assets

Gold Mutual Funds

International Mutual Funds

Commodity Exchange Traded Funds

Natural Resources Funds

Arts (Third Party)

 

What products and option meets your requirement most?  To know more, contact us here with details.  We will get back to you.

 
Do You Have A Retirement Plan?
 
Who Should Be Your Financial Planner?
 

Are you A Victim of Life Insurance Mis-Buying or Mis-Selling?

Are you loaded with many life insurance policies and you don't even remember why you have them?  Are you stuffed with policies/plans that were sold to you on promises that never happened? Want us to have a critical look at your life insurance portfolio or give you a second opinion?

FOR AN UNBIASED AND OBJECTIVE REVIEW

Contact Us