Comprehensive Wealth Management Services for Your Financial Growth.
At PL, we help individuals, families and businesses grow and protect their capital with our investment expertise
Thank you!
Speak to a Wealth Expert
Our Wealth Management Services
Your financial journey is distinct, guided by your personal goals and changing situations. PL Capital, the wealth management company, provides customised wealth management solutions that align with your unique needs.
Backed by a team of experienced professionals, we leverage in-depth market expertise and a disciplined investment approach to craft strategies across a wide range of asset classes.
Our wealth management firm prioritises helping you build, safeguard, and manage your wealth with honesty, clarity, and dedication to your long-term prosperity.
WE SERVE
WE SERVE
-
Affluent & HNI Individuals
-
Corporates
-
Institutions
WE PROVIDE THEM ACCESS TO
WE PROVIDE THEM ACCESS TO
-
Wealth + Investment
-
Broking + Investment Banking
-
Lending against securities
ACROSS ASSET CLASSES
ACROSS ASSET CLASSES
VIA
VIA
Why Choose PL as Your Wealth Management Partner?
We help you shape your wealth journey with clarity and confidence.
From investments to succession, we cover every stage of your financial life.
Our team partners with you, offering expertise built over eight decades.
We focus on balance — protecting your wealth while helping it grow.
Our Wealth Management Offerings
Investment products
Build portfolios with the right mix of equity, debt, and alternatives.
Estate & succession planning
Plan ahead to preserve and pass on your wealth seamlessly.
Lending solutions
Lending Solutions Access liquidity when needed, without breaking your investment flow.
Family office solutions
Simplify complex wealth needs with integrated family office support.
Lifestyle advisory
Advice on philanthropy, global assets, and lifestyle investments.
Taxation planning
Smart tax planning to maximise efficiency and ensure compliance.
Benefits of Wealth Management
These are the key benefits of our wealth management services:
We offer comprehensive wealth management in India that supports your long-term goals and dreams.
You will get personalised strategies based on your risk level, time frame, and financial priorities.
We give you expert guidance from experienced professionals to help you make smart choices.
With our smart risk management and diversified investments, your investment will go across different assets and regions.
You will get hassle-free portfolio management handled by our trusted wealth experts.
You will also get thoughtful legacy and estate planning to protect your wealth for the next generation.
-
Engagement with clients
-
Powered by
Our Wealth Management Approach
At PL, we are always available. In a world expecting you to
'Do It Yourself', we will guide you at every step
At PL, we are always available. In a world expecting you to 'Do It Yourself', we will guide you at every step
We start by understanding your unique financial goals, aspirations, and values
Your risk profile is assessed, ranging from very conservative to very aggressive
We analyse your portfolio for diversification and identify any missing asset classes
Underperforming investments are reviewed and eliminated
Rigorous risk management strategies are implemented to protect against market volatility and unforeseen events
Portfolio rebalance suggestions are provided based on our analysis
Final recommendations consider your goals, time horizon, and portfolio characteristics
We conduct regular reviews, offering timely reports and actionable recommendations for informed decision-making
Our Clientele
From Our Wealth Services Community
“We provide tailor-made financial solutions for our clients guided by the unwavering principles of trust and integrity. Every step is crafted with precision, ensuring that your prosperity transcends generations.”
Chairperson & MD, PL Group
Meet the team
Sandip Raichura CEO - Broking & Distribution Executive Director - Prabhudas Lilladher Private Limited
With 25+ years of rich experience in financial services, Sandip brings unparalleled expertise in broking, distribution, wealth, and research. He has been with PL for more than a decade and oversees the non-Institutional Business across 1,700+ locations. His professional experience is coupled with educational pedigree. He holds an Executive Education Programme certification from IIM Bangalore, specialising in Strategy and General Management, complemented by a MA in Economics from Delhi School of Economics and a Bachelors in Commerce from Shri Ram College of Commerce, Delhi Prior to joining PL, he worked with Castanea Wealth to establish a business focused on managing affluent and semi-affluent clients with alternate and third-party wealth management products. He was also associated with the Murugappa Group.
Read more
Inderbir Jolly CEO – Wealth Management, PL Capital Group
With over 22 years of rich experience in the financial services space, Inderbir Singh Jolly is a seasoned leader with a strong track record of transforming businesses and managing key functions such as Private Banking, Partnership Distribution, Product Management & Digital Wealth. His expertise lies in identifying new business opportunities, crafting market-driven strategies, and optimizing operations to meet evolving client needs using the best of talent and technology.
Inderbir has built and nurtured strong relationships with both internal and external stakeholders and clients, especially in the HNI, Family Office and Institutional space. He has handled important assignments for esteemed organizations like ICICI Securities Ltd, Aditya Birla Money Ltd, Reliance Wealth Management, HSBC, ICICI Prudential Life Insurance and SBI Wealth, keeping a strong focus on expanding the distribution footprint across top 25 markets in India through growth in AUM, revenue and client acquisition.
His ability to network with trusted business partners and clients enables deeper market penetration and enhanced wallet share. He also leverages technology for growth and ensures customer-centric operations and high standards of service quality.
His outstanding contributions have earned him prestigious awards such as the Functional Excellence Award at Aditya Birla Money and Chairman’s Select Award at ICICI Prudential Life Insurance.
Inderbir holds a PGDBM in Marketing & Finance from IES Management College, University of Mumbai, and a B.Com. from VES College of Science, Commerce, and Arts, University of Mumbai. He believes in contributing back to the society through his knowledge-sharing and charitable initiatives and associations.
Vineet Agarwal Head – Insurance
Vineet Agarwal brings over two decades of extensive experience in strategic growth, business development, and innovation within the insurance sector. He has a proven track record of building and expanding traditional distribution channels while exploring and developing new digital oriented distribution for better customer experience and cost efficiency.
His innovative mindset, combined with his entrepreneurial experience and analytical problem-solving abilities, empowers him to drive transformative strategies that enhance business performance.
Vineet holds a Post Graduate Diploma in Journalism and Mass Communication, as well as a Bachelor’s degree in Engineering (Electronics).
Pankaj Shreshtha Head - Investment Services, PL Wealth Management
Pankaj has been associated with PL since 20+ years and brings a multifaceted experience in financial services to his role. He has acquired extensive understanding across direct equity, PMS, NRI Investment Advisory, mutual funds, insurance, and real estate advisory. This enables him to expertly advise UHNI and HNI clients – both resident or non-resident Indians – on varied financial products. He has also been instrumental in introducing the NRI, PMS and Real Estate business at PL. Pankaj holds a Bachelor's degree in Commerce from the University of Bombay & Post Graduate Diploma in Management from MET Institute of Management, Mumbai.
Read moreWe promise to be responsible and responsive
fiduciary partners to all our clients.
We promise to be
responsible and
responsive fiduciary
partners to all our
clients.
Our seasoned experts quoted in the news
FAQs on Wealth Management
Wealth management is a holistic approach to managing an individual’s or family’s money with the goal to maximizing wealth, preserving wealth and assets and achieving financial goals.
Wealth managers conduct an in-depth analysis of your current financial situation, identifying your goals, risk appetite, investment horizon and creating a personalised comprehensive plan to achieve them. It goes beyond simple investment advice and encompasses a wide range of services, including investment management, tax planning, estate planning, risk management and more.
Opening a private wealth account offers several benefits such as :
- Customized investment solutions
- Personalized service and dedicated support
- Comprehensive approach to wealth management
- Access to exclusive products and services
- Confidentiality and privacy
Over the past 8 decades, PL has gained deep expertise and experience in managing and growing the client’s wealth.
Wealth management encompasses a wide range of services, including investment management, tax planning, estate planning, risk management and more. Whether you’re seeking mutual funds, PMS, AIFs, insurance, fixed deposits, bonds, SGBs, international investments, unlisted equities, or loan facilities, access it all under one roof with our comprehensive product suite.
- Direct Equity & IPO – Make the right investments with our specialised research desks
- Mutual Funds: We have a dedicated MF desk, because we know selecting the right mutual fund is difficult. Get access to 44+ fund houses, 36 different MF categories, 2500+ schemes with PL.
- PMS: Through strategic tie-ups and our in-house Quant-based PMS strategies, we provide access to industry-leading PMS funds.
- AIF: Diversify your investment portfolio with leading AIFs across Long & Short, Private Credit, and Multi Cap categories.
- Insurance: Access a wide range of insurance policies across general, health, and life and get guidance in choosing the best policy based on your needs.
- FDs, Bonds, SGBs: Access the top corporate fixed deposits, bonds, SGBs, and other fixed income instruments.
- PL Vested: Diversify your portfolio by investing in a wide range of US stocks and take advantage of global investment opportunities.
- Unlisted Equities: Participate in high-growth ideas at an early stage with our Unlisted Equities, ranging from big brands to fast growing start-ups.
- Loan Against Shares – Leverage existing holdings to access credit solutions
You can write to us at [email protected] or call us on +91-8828839802
