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Pune +91-8793224455

Finland +358 40 856 2604

Wealth Planning for
Defence Officers

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Retirement Planning

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Financial Planning for
Individuals & Corporates

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Tax Planning for Individuals

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Financial Awareness Program

College of Defence Management, Secunderabad

Assets Banking conducted a financial seminar at CDM Hyderabad. Mr. Pawan Agarwal- Research Analyst had been invited by Rear Admiral Sanjay Datt for the benefit of the CDM course in 2024. A comprehensive understanding of domestic and international financial markets was provided to officers. Topics such as market risks and inflation were expanded upon, along with risk calculation, return potential, liquidity, and taxation. Officers responded positively to advisory on DSOP and commutation strategies. An overall wealth creation path was presented to officers for a bright and stable future.

HQ Army Western Command, Chandigarh

Financial lecture was conducted in HQ Army Western Command, Chandigarh for all the Serving officers. Mr. Ramesh Agarwal, Certified Financial Planner & Director had presented the seminar. We got a chance to interact with many serving officers and guide them regarding various financial investments.

Dakshin Maharashtra Sub Area, Pune

Dakshin Maharashtra Sub Area, Pune

Financial lecture was conducted in Dakshin Maharashtra Subarea, Pune for all the officers. Maj Gen I J Singh, GOC along with all the officers have attended the seminar. We got a chance to interact with many serving officers and guide them regarding various financial investments.

Head Quarter Southern Command

Head Quarter Southern Command, Pune

Financial knowledge seminar was conducted by Mr. Pawan Agarwal, MD & CEO in Head Quarter Southern Command, Pune. Lt Gen J S Nain GOC-in chief, PVSM, AVSM, SM and all the serving officers graced the seminar with their presence. It is a very prestigious and valuable credential which added to our company.

Retiring officers seminar, Manekshaw Auditorium, Delhi

Retiring officers seminar, Manekshaw, Delhi

It was an overwhelming opportunity to conduct the financial knowledge seminar for all the retired officers in Manekshaw, Delhi. This seminar was presented by Brig JK Tiwari, SC along with Radm Sanjay Vadgaonkar. It was a very interactive and Knowledge gaining session for all.

AWWA Women Seminar, Pune

Assets Banking had organized a financial seminar for the Southern Command AWWA members. In the seminar Mr Pawan Agarwal, MD & CEO talked about the importance of financial knowledge for ladies. This seminar was attended by Mrs. Nain, Regional President AWWA and all AWWA members. Mr. Pawan Agarwal told about the 4P’s formula for growth of financial portfolio and stability. He talked about the importance of money and time in everyone’s life.

What our Clients Say

Check out a few testimonials received  from our esteemed clients

Check out a few testimonials received  from our esteemed clients

I have found the Assets Banking team to be extremely competent and wise in their multi faceted investment advice to me over the last many years. My best wishes for the future in their efforts in generating wealth for our country in general and their clients in particular. God bless.

Lt Gen Ravi Dastane AVSM, VSM( Retd )

Assets Banking are good financial advisors who ensure that you do not make emotional decisions related to money and your investments. They help you monitor, evaluate and make periodic changes to your portfolio based on the needs and financial goals. Wishing them all the best in their future endeavors.

Maj Gen Ram Kohli ( Retd )

Assets Banking for me has been instrumental in managing finances. I got very good returns in a short span of time, besides the portfolio is readily available to check the current position at any given time. Advice from the company executives is also prompt and positive. In all investment through Assets Banking is a very encouraging proposal... good luck.

Captain N V Kesari ( Retd )

Financial Calculators

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Knowledge Centre

What is Assets Banking

Assets Banking – “One stop solution for all assets class” . Our company deals in to Taxation, Mutual funds, Stocks and Shares , Fixed Deposits etc. We have Legal team, Certified Financial Planner, Ex Banker and Charted Accountants in our team. We also deals in Real estate and Property. Our core competency lies in providing customized financial advice to Indian Defence Officers serving & retired.

Invest in bear market

During the covid phase the market was down. A bear market is defined by a prolonged drop in investment prices — generally, a bear market happens when a broad market index falls by 20% or more from its recent high. People were confused whether to invest at that time or not. In this video we explained why was “now – (2020 year)” the best time to invest.

AWWA Women Seminar, Pune

Assets Banking had organized a financial seminar for the Southern Command AWWA members. In the seminar Mr Pawan Agarwal, MD & CEO talked about the importance of financial knowledge for ladies. This seminar was attended by Mrs. Nain, Regional President AWWA and all AWWA members. Mr. Pawan Agarwal told about the 4P’s formula for growth of financial portfolio and stability. He talked about the importance of money and time in everyone’s life.

Women’s Day

Assets Banking had celebrated Women’s day with our special honorable guests and invited them in webinar for discussion about What exactly challenges faced by women’s Life in handling Finance. Mrs. Sanjana jog (She is an Entrepreneur working with Freedom from Diabetes Organization). Ms. Reji Menon ( Vice President- Gera Developments and Veteran Army Service Corps). Mrs. Aruna Karande (She is MBA in Finance and Home maker). They have shared their true and great experience in the Interview.

Free Demat account opening in Kotak Securities

Demat Account is an account that is used to hold shares and securities in electronic format. The purpose of opening a Demat account is to hold shares that have been bought, thus making share trading easy for the users during online trading. Our company opens a demat account for it’s clients with Kotak Securities a trusted partner who can provide a smooth platform to open their account, besides providing cutting-edge data and analysis to help them stay ahead in the journey of stock trading.

College of Defence Management , Hyderabad

Assets Banking had organized a financial seminar for College of Defence Management, Hyderabad. The seminar was hosted by our CEO, Mr Pawan Agarwal, who talked about inflation and risk of the market and how to invest with keeping them in mind. He told about the return, risk, liquidity and tax for all the various investment products. He even talked about DSOP tax calculation and whether to commute DSOP or not. He guided everyone about wealth creation through SIP in mutual funds.

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