WANT TO GROW YOUR WEALTH, CALL NOW AT - 9545557278 or Prathamesh@p3investmentsolutions.com

  • We help you plan your future

  • Savings today- Secured tomorrow

  • We make dreams a reality

  • Invest in Mutual funds from anywhere through our online platform

  • We review portfolio with our clients at regular intervals

  • Invest Systematically and accomplish your goals

  • Prathamesh Pai Bir(Founder)- Gold Medalist PGDM-PT 2015-18 from GIM

Our Birth Story

P3 Investment solutions is an entrepreneurship venture started by our founder Mr. Prathamesh Pai Bir with a prime focus to handhold fellow investors in their financial journey and guide them in the right direction. In todays world mis-selling of financial products are on the rise and individual investors are lured into investing in products that do not suit their profile and their risk appetite. Such investing results in investors not achieving their planned goals and thus not achieving the financial independence they seek to achieve. Hence the purpose of venturing into this business was to guide investors on the right path of wealth creation based on the risk they can digest, the timeframe and goals they want to achieve. Planning of one’s investments and investing in the right investment avenues are key to achieve financial independence at an early age, and this is what we want our customers to achieve.

Our founder has been working on Investments and Portfolio management since last 9 years through management of his personal portfolio and this experience coupled with a strong education background in the area of finance made him to start this entrepreneurship venture with a prime focus to handhold fellow investors in their financial journey and guide them in the right direction. Our key focus is planning the finances of our clients and based on their financial goals and risk appetite we suggest the various investment avenues through diversification through an asset allocation strategy. 

We believe in using technology wherever possible to make life of our clients simpler with regards to investments. Keeping this in mind we have initiated a journey of paperless transactions starting with KYC,  invesments in Mutual funds, Sovereign gold bonds, Health insurance, General Insurance, Corporate fixed deposits. In addition to this we have our online portfolio tracking software assisting clients in checking the performance of their investments from time to time, the beauty of this software is that one can track all his investments and insurance at one place.

 

INVEST THROUGH US AND EXPERIENCE A WEALTH CREATION JOURNEY LIKE NEVER BEFORE

ICICI Securities

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Existing registered mutual fund investors please click link below

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Consolidated Account Statements

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Our Products

Our Services

Knowledge Centre

P3 Financial Bulletin Weekly Market Forecast: 24th December – 30th December 2018

Click here to download P3 Financial Bulletin

Weekly Market Forecast: 24th December to 30th December The Indians market ended in red for the week. The NIFTY, closed at 10,754.00 (10,805.45 last week) down 0.47%. The BANK NIFTY, closed with a small gain for the week at 26,869.65 (26,826 last week), up by 0.16% for the week. Both BSE Midcap and BSE Smallcap closed in green. Midcap Index closed at 15,253 (15,182.84 last week) with a gain of 0.46%. BSE Smallcap index closed at 14,633.62 (14,501.76 last week) stronger by 0.91%.

Markets last week see-sawed again around interest rate hike by the US Fed. US markets weakened by about 7-8%. US markets trends have turned negative or bearish on monthly and weekly basis. However, Indian market is still in bullish trend on monthly basis. We also have support from weaker crude prices and stronger rupee. Since this week is curtailed by Christmas holidays, we expect the market to remain sideways.

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Testimonials

  • Prathmesh is really giving very good and personal service and my investments are doing good even in this down fall.

    Navnath Vhatte - Goa

  • Very good service, your money will be wisely invested.

    Sandeep Parganve - Gujrat

  • Very prompt service, very knowledgeable and up-to-date with latest happenings in market

    Bala Joshi - Goa

  • Thank you Prathamesh for your financial services.

    Sandhya Talekar - Goa

  • When I first heard of Prathamesh through my brother, I expected it to be a brief consultation and a one-off thing. However, after an hour's chat with him, and after a brief homework of sorts that he had asked of me by working out a chart of my finances before sitting down with him, I felt a grasp on my income and expenses for the first time in life. At the end of the hour - long consultation, I instantly knew I've got a consultant in Prathamesh for the future too. Since then, I've already shared his contact details with couple of other friends, who intend to get in touch with him. Thanks Prathamesh, for actually making a rural journalist to take interest in personal income and expenditure. You made it all look not so complicated.

    P. V. Srividya - Coimbatore

  • Before Investing in Mutual Funds I was really scared as it comes with its own risk factors so I always hesitated to invest in it. but, after speaking to Prathamesh I thought why not to give it a try and just invest with some small amount. Today I am happy as he suggested me to do that so atleast if nothing atleast something is getting saved. Thanks Prathamesh for guiding me the right path.

    Kalpita Nadkarni - Hyderabad

  • Investment service provider with wide range of product. Serving customers outside Goa also.. Great going.. "Investment at a call away..

    Gautami Sinai Neureker- Bangalore

  • Highly satisfactory experience in dealing. And most importantly does not give any big talks, but strictly professional in approach. Highly admire 🙏 Wishing you all the success Prathamesh.

    Vivek Sawaiker- Goa

  • The best tax consultant and financial investment advisor in Goa. highly recommended.

    Suraj Chindalkar- Goa

  • Prathamesh is very innovative, responsive and service oriented. His timely and informative wealth reports and financial bulletins is much appreciated.

    Raj Amonkar- Goa

  • Thank you Prathamesh and P3 Investment Solutions for explaining the importance of the time value of money and saving up smartly at a young age. Your consultancy on the various financial instruments available to invest in and how I should allocate my savings in have changed the way I save my money. I would like to thank you for all the assistance you have provided me this entire year in creating an optimum portfolio for my future short and long term financial goals. Best Regards.

    Shreyas Dsilva- Goa

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