avita Bothra and Nina Kotian’s professional career graphs are living testimony to the adage, “Alone we are smart, together we are brilliant”. After having headed their respective financial services companies- Bothra Consultancy services and Sterling Financial Services successfully for ten years apiece, the two entrepreneurs, both established in their own right decided to synergize their collective experiences and formed Pinnacle Wealth Management, a financial planning and investment advisory firm with a difference.
The financial acumen that Kavita brought to the venture found great support in Nina’s expert knowledge of personal wealth management and the company soon started it’s journey towards success and growth.
With the many options presented to the average investor today, the need to carefully evaluate and select a reliable financial advisory firm has never been more critical.
A wrong selection can drag down the growth of an individual’s investment, sometimes even eroding the principal, whereas the right partner can act as a catalyst to generating handsome returns and capital appreciation.
Pinnacle, with the wealth of experience brought in by it’s promoters is one such firm with a proven track record of adding value to customers’ portfolio, while at the same time keeping associated risks in check.
Pinnacle, with the wealth of experience brought in by it’s promoters is one such firm with
a proven track record of adding
value to customers’ portfolio,
while at the same time keeping associated risks in check.
The company provides unique, client centric services with it’s ample and well trained staff. Over the years, Pinnacle has earned itself strong goodwill among its clients, and a large percentage of business is either repeat or generated out of the referrals of satisfied customers. Elaborating on the company’s working style, Nina adds, “We are able to develop a strong bond with our customers by providing personalised services that go well beyond the duties of an agent.” The Navi Mumbai based company meticulously evaluates clients’ investment goals, risk appetite and concerns, suggesting investment avenues accordingly.. Right from providing guidance on different asset classes, creating the portfolio, reviewing it periodically, revamping it when needed to introducing new products when they appear, Pinnacle handles it all for its clients.
Although Pinnacle provides an entire gamut of financial services, real estate advisory services is what the company considers its forte. Kavita explains, “We have garnered expertise in land dealings as land can be a game changer, taking clients’ net worth to the next level.” The company guides the client thoroughly in identifying opportunities in land, arranging loan, and also helps them maximise the yield. She further adds, “Customers who invested in land through us in 2011 have already seen their portfolio jump 4-5 times.” When presenting its customers with investment options in land, Pinnacle pursues a policy of utmost transparency in making the customer aware of any bottlenecks or risk factors associated with these investments.
Over the last five years, the company has seen a steady growth of about 20% YOY. Stepping ahead, the company plans to diversify its services by adding asset creation services to the list. Nina adds, “We aspire to be among the top financial advisors in the near future. For the next two years, we want to strengthen our existing customer base and increase the assets entrusted under our management”.