Efficient way to manage
your finances
shared with the big leagues
currently
adding a well-calculated
diversity to your portfolios
Mr. Vishrut Pathak founded Pi Square Investments in 2011 to help investors understand, empower & nourish their wealth in the emerging markets. With the purpose to provide independent and unbiased financial advisory services to clients across the globe. Vishrut worked as Vice President for 6 years in New York at HNW Inc. and worked with various financial institutions like Lord Abbett, Merrill Lynch, Citibank, and Morgan Stanley, besides his initial years devoted to the core financial build for Finglobe Inc. (Princeton, NJ) & IT Hospitality Inc (New York, NY)
PiNVEST is formed to simplify the complex financial products and jargon for Indian investors. The PiNVEST platform allows us to distribute financial products and wealth management plans to the youngest and remotest corners of the country. As India crosses the vision of $5 Tn in the coming years, we know the young working population will need a strong and independent advisory platform to work towards their financial independence and retirement planning.
PiNVEST's expertise lies in the investment management domain. It is developed upon a strong foundation of agile asset allocation, multi-dimensional research, and innovative product offerings derived from its parent company Pi Square Advisors. It is a tech-enabled wealth management firm offering a diverse set of investment products across asset classes. PiNVEST aims to provide wealth management services by leveraging cross-asset and cross-market investment expertise to create long-term wealth for all our customers.
To align your investments with your goals, we present you with algo-driven curated portfolios including our flagship portfolio 3.14. These portfolios are crafted to match the needs of long-term wealth creation which diversifies risk and optimizes the returns. This covers everything from Indian equity, global exposure, debt securities to commodities like gold & silver. It also helps you to smartly rebalance periodically between asset classes to maximize returns amidst market fluctuations. A simple, optimized and personalized solution for your future!
The mechanics of
PiNVEST investing
Covering your long-term goals with our well-researched and skillfully-crafted portfolios, we diversify your investments to tackle the bears and bulls. Our algorithm with its analytical approach reduces risks and maximizes your returns, getting you a bigger slice of the Pi-e
Focused Investing
PiNVEST works on a focused investing plan to create sustainable and substantial
wealth.
Algorithm Driven
PiNVEST Algorithm selects and monitors top quality funds in each category to maximize portfolio returns.
Active Rebalance
Strategizing, diversifying, and periodically adjusting your portfolio’s asset allocation to provide you with the best returns.
Optimized Returns
Curated portfolios to maximize returns on your investments based on your goals.
Investing platform built
for everyone
Individual
NRI/NRE/NRO
Minor
Partnership
HUF
Private Limited Company
Proprietary
Trust
across asset classes
Mutual Funds
Mutual Funds are a pooled investment vehicle which invests in various asset classes. It provides diversification as well as professional management even for lower ticket size at low cost. Tax benefits and liquidity are the additional perks in a mutual fund vehicle.
Alternative Investments
Alternative Investment funds allow investors to diversify their portfolios, and acts as a cushion in times of market volatility. The massive pooled amount allows fund managers to prepare flexible strategies for maximizing returns. They are a better source of passive income as compared to conventional investment instruments.
PMS
Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and professionals manage your equity portfolio with the assistance of a research team. A preferred investment option for the HNIs and the UHNIs which offers asset diversification, transparency in terms of operations and fee structure along with real-time access to your funds.
Private Equity
Private equity goes beyond traditional investments, bringing financial expertise and patient capital to fuel growth, particularly for startups and established companies. With private equity, an investor gets to participate early in the growth story before it goes live on the exchanges. While private equity offers higher returns than traditional investments, it requires a large upfront investment and a longer time commitment.
Global Equity
Global investment allows you to acquire financial assets and securities in various countries of the world providing portfolio diversification, maximized returns, and reduced risk exposure. Here, you earn from a profit on your investment capital as well as from currency appreciation. As an investor, if you are looking out to save up global currency, for example, US Dollars, for specific purposes such as your child's education, foreign travel plans, and offshore real estate investment, Global Investing helps you create that corpus in a foreign currency and grow it efficiently.
Corporate Bonds
Corporate bonds are an alternative to traditional fixed-income instruments. This is because corporate bonds offer higher interest rates than government bonds and are less risky than equity investments. Investors have a wide range of maturities and issuers to choose from.
Meet the team who
makes it happen
Vishrut Pathak
