Start your Wealth Creation Journey with us
Our Financial Success at a Glance:
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WHO WE ARE
We promise to give you an excellent experience.
At PennyUp FinServ, we’re more than just a financial advisory firm. we’re your dedicated partners on the journey to financial success. Established by a team of seasoned professionals with a shared passion for finance, our mission is clear to empower you to make informed financial decisions, achieve your goals, and secure your future.
Our story is one of passion, dedication, and a commitment to excellence. Our founders, driven by their collective expertise and enthusiasm for finance, envisioned a company that would redefine the way individuals and families navigate the complex world of investments, insurance, and financial planning.
- Experience and Expertise
- Personalized Approach
- Transparency
- Innovation
What We Serve
We offer a diverse range of financial services designed to cater to your unique needs. Our services are carefully curated to help you achieve your financial goals, protect your investments, and secure your future.
Mutual Funds
Mutual funds are your key to tapping into the vast…
Insurance
Insurance is a powerful financial tool that provides…
National Pension System
The National Pension System (NPS) is your gateway to a…
Corporate Fixed Deposit
Fixed deposits are a tried-and-true investment option that…
Retirement Solutions
Retirement is a chapter of life that deserves careful…
Bonds
Bonds are the bedrock of stability in the world of…
Loan Against Securities
Loan Against Securities allows you to access funds without…
Portfolio Management Services
our investments are the cornerstone of your…
Stocks
We understand that stock market investing can seem…
Unlisted Securities
Investing in unlisted securities, also known as…
Our Testimonials
Discover the stories of financial transformation and success from our satisfied clients.
I started my financial journey with the PennyUp. I would like to thank the team and share my feedback. I have been dealing with PennyUp's and it has been an absolute pleasure. My overall financial portfolio is also managed and assisted by them and I would like to really thank the team for their support. Their in-depth knowledge of the market dynamics & the experience of over 18 years of trade market has helped me build my portfolio. I am contented that my investment is in safe hands.
Jaspreet Singh
"My collaboration with PennyUp Finser has been truly transformative. The team's understanding of the financial landscape, coupled with their personalized approach, helped me craft a robust portfolio that exceeded my expectations. Their commitment to excellence, transparent communication, and proactive strategies set them apart in the world of financial services. I highly recommend PennyUp Finser to everyone."
Nimesh Kumar
Our Blogs
Understanding the Tax Landscape
Understanding the Tax Landscape: Unraveling the Variances between Equity-Oriented Mutual Funds and Alternative Investments Investors seeking tax deductions often find…
Preserve and Grow Your FInancial Legacy
Call us anytime. We will help you preserve and grow your financial legacy to shape your financial future as per your need and convenience.
