Private Bankers

50 +
Years of experience
100 +
Awards Winning
1.5 M+
Transaction Completed
1.5 K+
Worldwide client

Our Services


Invest smart with mutual funds - diversify your portfolio with professional management.


Invest in the future with bonds - earn reliable income and reduce investment risk.


Secure your financial future with fixed deposits guaranteed returns & low risk investments.


Protect your present and secure your future with insurance - minimize risk and enjoy peace of mind.


Invest in your dreams with stocks - own a part of a company and unlock growth potential.



Secure your golden years with NPS - save for retirement with tax benefits and market-linked returns.

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What Our Client Say's

Rajiv Sharma
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PB are serving to the customers best in the current scenario. They are new but Working style is much better than many existing service providers working from many years in this industry. Best option for investment and financial services.

Kanwaldeep Singh
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The best financial advisory team. They are professionals, their timely and regular follow ups really help in good growth of our funds. Kudos and thanks to Garima and Harpreet.

Pankaj Aggarwal
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Garima does a fabulous job in guiding your financial portfolio and manages it very well. They have professional team to take care of your financial risk and how to manage it properly. All the best !

Ankit kaushik
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I have been associated with Harpreet for more than 1.5 years and the amount of conversation we have had has been very less but still the trust factor she has built is immense & this is something which i like

Rajib sharma
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PB Financial services are meeting your expectation with products and solutions, expertise in investment portfolio management as well.

Let’s talk
about your Investment

We would love to hear you

Phone: +91-9999409940

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