Since 2003, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Amit began his investment career in April 2003 as a Relationship Manager with Reliance Capital. He left Reliance in 2011 and started his sales career as an entrepreneur with Pinnacle Wealth. He’s been at Pinnacle Wealth since 2011. He loves reading in his spare time.
Amrit began her investment career in June, 2006 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time.
Amrit began her investment career in June, 2006 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time.
Pedro began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Goodman & Partners since 2007. He rock climbs in his spare time.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
B-IX 308 Santokhpura, Hoshiarpur Road, Jalandhar City
Email: dhir.amit@ymail.com Mobile: +91 9317001333
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment