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With Constant Research and Proficiency in the field of Financial Services & Private Wealth Management, we have acquired an elite place. Our Key focus is always to provide our clients with reliable solutions that are carefully designed with stringent quality standard customized as per their requirements. Our endeavour is to help our clients streamline their Finances, to take full advantage of the upcoming Opportunities in the Financial World.
Our Clients Experience the Expertise educed with 19 Years of Average Experience in Financial Services and Private Wealth Management between our core team.
Our consistent-quality work and contemporary approach establishes us as one of the most reliable names under Financial Services Industry.
Jithesh is the founder and promoter of Paragonaide Financial Services (PFS). He has over 15 Years of experience in the areas of Financial Services & Private Wealth Management. Prior to setting up PFS he worked with Development Bank of Singapore (DBS), Barclays Bank, IndusInd Bank, and Invesco India Asset Management Company.
Currently with few billion dollars of Asset under Management for Ultra High Net-worth Individuals and Entities, he has been able to grow the company from humble beginnings in last 7 Years at the rate of 25% Y-O-Y due to the unparallel expertise in the field of Private Wealth Management, which are highly sought after by High Net-Worth Individuals and Entities.
Jithesh has been invited several times to contribute to columns and discussions about Financial Planning and Wealth Management by the media. He is an alumnus of Delhi University from where he did his Economic (Hons). He received his master’s degree in Finance & Marketing from the AICTE. Currently a CFA Pursuant.
He is associated with various CSR initiatives for Paragonaide Financial Services working with various NGO’S. He plans to focus on his social entrepreneurial skill in future and wants to make a difference in the society by contributing his best on both professional & personal level.
The core team is mentored by Mr. R Raja Mohan who has an exceptional experience of more than 40 Year working with Oriental Bank of Commerce. With an amazing track record on handling different responsibilities throughout his career with the Bank, Mr. R Raja Mohan has immense experience towards Management Consulting Solutions for Corporate and High Net-Worth Individuals.
He spearheads Management Consulting division for Paragonaide Financial Services.
Preeti currently heads operations, administration & marketing for Paragonaide Financial Services (PFS). She has over 15 Years of experience in the areas of Sale, Marketing and PR management. Prior joining up PFS she worked with Pearl Academy, Oxford Brooks University, FPSB India and Invesco India Asset Management Company.
She is an alumnus of Manipal University from where she did Bachelor of Information Technology. She received her master’s degree in Finance & Marketing from the AICTE.
Himanshu currently manages Sales & Product Liaising for Paragonaide Financial Services (PFS). He has over 6 Years of experience in the areas of Sale & Marketing. Prior joining PFS he worked with IDFC Bank, ICICI Bank and AXIS Bank.
He is an alumnus of Punjab Technical University from where he did bachelor’s in technology. He received his master’s degree in Finance & Marketing from Jaipuria Institute of Management.
Paragonaide Financial Services (PFS) was found on June 2012 with a view to provide a Sigle Point Solution for all the financial needs of a clients. Starting off with providing Private Wealth Management Services to Ultra High Net-worth Individuals, Corporates & Family Business Entities, we have grown our off shoots to different financial services ranging from Pension Fund Management, QROPS, Financial Planning & Consulting Services, Tax Consulting, Legal Continuance Planning (Estate Planning), Management Consulting, Loan & Advances, Real Estate, General Insurance, Life Insurance, Off shore investments, other Administrative and Financial Consulting Service, so on and so forth.
With Constant Research and Proficiency in the field of Financial Services & Private Wealth Management, we have acquired an elite place. Our Key focus is always to provide our clients with reliable solutions that are carefully designed with stringent quality standard customized as per their requirements. Our endeavour is to help our clients streamline their Finances, to take full advantage of the upcoming Opportunities in the Financial World.
Our Clients Experience the Expertise educed with 19 Years of Average Experience in Financial Services and Private Wealth Management between our core team.
Armed with the Team of dedicated professionals, we aim for hundred percent Client Satisfaction, while delivering on time and focused results through prompt communication channel. Our Team of forward thinkers and revolutionizing people aspire to provide our clients with the best of solutions with perfection par excellence.
Our consistent-quality work and contemporary approach establishes us as one of the most reliable names under Financial Services Industry.
In a profession based on objective guidance, true independence offers many choices intended to benefit “you, the client”. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals. “Your independent financial professional is not an employee of a financial institution – they are an independent business owner. They have the freedom and flexibility to structure their business or services in a manner that best serves their clients.” In most cases Financial Institutions these days are target ridden having rigid service and sales structure leading to illogical product purchase by clients and failure towards financial planning and wealth management.
Paragonaide Financial Services provides high standard of Ethical business practice. We have a dedicated outlook in ensuring that we as a company and our representatives follow a strict code of ethics while consulting our clients on financial matters or suggesting them any financial products. “Our aim is to eradicate the mass unethical advisory and selling practice followed by different financial advisors by upholding our premium quality service and ethical business practice.”
Paragonaide Financial Services ensures every step towards high service quality and timely delivery of service to its clients. We have dedicated backend resources working to ensure high standards of quality being delivered to our clients.
With us clients enjoy the widest range of financial products available in the industry. We deal in all major financial products ranging from investment products like Mutual Funds, Bonds, Equity, PMS, Private Equity, Derivative based products, Fixed Deposits, Customized Structured Products, Life Insurance to General Insurance products for both Individual and Corporate. We have a dedicated Real Estate business having a vast portfolio not only into residential property but also into commercial and industrial property as well. We have a range of companies associated with us providing a variety of loan products ranging from Home Loans, Loan Against Property, Lease rental discounting & Personnel Loan as well.
With the widest range of premium quality product and services available with us Paragonaide Financial Services can provide its clients complete Financial Freedom and help them make informed decision on their Financial Matters. “Paragonaide Financial Services is one stop Financial Solution Provider to its clients.”
Paragonaide Financial Services is headed by a core team of highly skilled individuals, having immense experience into the financial industry. Backed by Proficient Research, we provide a range of customized services to our clients on their personal & professional financial matters.
We believe in empowering our clients with the best knowledge and technological edge in the Financial Industry. By doing so we believe our clients are more confident and well informed before taking any financial decision. Whether it is talking a loan or investing in a Mutual fund or real estate etc, we ensure that our clients are up-to date with the Information and can optimize their interests in every situation.
We take all the initiatives to keep our clients updated on various news and events that might affect their financial situations on day-to-day basis “We practice in depth information sharing and discussion with our clients to ensure that their knowledge is up-to date and they are able to make informed financial decisions.”
We are committed to provide the best technological infrastructure in the financial industry. We have Devised one of the most advanced online Portfolio and Wealth Management Platforms available in the industry that accommodates all asset classes & products, ranging from Loans, Life Insurance, General Insurance, MF’s, Bonds, Fixed Income Instruments, Equities, PMS, Private Equity, Real Estate, Collectibles, Physical Gold and Silver, so on and so forth that can be tracked real time online. “We ensure that our clients are updated and informed about their financial situation on the move all day 24x7.”
Humility
In a relationship-based people-oriented business, humility is a must to build enduring relationships. Humility is the core of our character.
Trust
Trust is the bedrock of our business which cannot flourish unless both clients and people trust the platform. We achieve this by being transparent in our relationships with all stakeholders - our clients, our people, and our partners.
Integrity
Since trust is the foundation of our business, we expect our people to maintain high ethical standards in whatever they do, in both their work life as well as their personal lives.
Commitment
The ownership of our people to deliver on promises to our clients is far higher than what one finds in most other organizations. We believe that dependability of our people gives immense comfort to our clients engendering trust and long-term relationships.
Confidentiality
Since we are in a profession that receives a lot of confidential information, we understand the importance of it. To breach confidentiality is unacceptable.
Staying Ahead on the Evolutionary Curve
While we respect and recognize that the traditional way may still be the best way, we constantly strive to find better solutions to a client’s problems. We take pride in having pioneered many practices and services that have become the standard in the industry today. We continuously strive to anticipate the rapidly changing needs of our clients and developing new services to meet those needs.
Our Assets are our people
We believe each one matters and each one creates value. We make an unusual effort to identify and recruit the absolute best person for the job. In a service business, we know that the best people are key to creating the best firm. We prefer teamwork in whatever we do. While we encourage individual creativity, we believe that team effort often gives the best results. We empower our people to take ownership of their work so that they become leaders of their lives. We emphasize on a performance driven culture and celebrate performance.
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