Institutional Wealth Management

We offer tailored services and products to Corporations, Endowments, Pension Funds, Investment Funds, Trusts, Charitable Foundations and other institutional investors to maximize their assets and achieve their set goals

PFI Institutional Wealth Service helps organizations plan and invest for their financial goals. We determine our client’s goals, analyse their profile and investment objectives, determine their attitude towards risk, and then develop a suitable investment management plan. Some of our services include:

  • Investment Advisory
  • Portfolio Management
  • Employee Retirement/Severance Plan Services