AMFI-Registered • ARN-305060
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Products

Investment products engineered for every goal.

From wealth creation to capital preservation — a complete, AMFI-registered product suite.

Risk Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Product 01

Mutual Funds

Access a carefully curated selection of equity, debt, hybrid and money market mutual funds across India's leading AMCs. We help you build a goal-aligned portfolio through SIPs, lump-sum allocations or a combination of both — with disciplined rebalancing and tax-efficient structuring. Money market and liquid funds sit alongside long-term equity strategies, giving you a single, professionally managed framework for short-term parking, emergency reserves and long-term wealth creation.

Key Benefits
  • Diversification across asset classes and sectors with one investment vehicle
  • Professional fund management backed by deep research teams
  • Flexible options — SIP, STP, SWP, lump sum and switch facilities
  • Tax-efficient categories such as ELSS, equity-oriented and indexation-eligible debt funds
Who Should Invest

Ideal for first-time investors building a long-term corpus, salaried professionals running SIPs, families saving for life goals (home, education, retirement) and treasury-style investors using money market / liquid funds for short-term capital preservation.

AMFI-registered distributionGoal-based scheme selectionSIP, STP, SWP & Lump Sum guidanceLiquid & money market accessTax-efficient structuringContinuous review & rebalancing
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Featured Product
Mutual Funds
Diversified, professionally managed investment pools for every goal — including liquid & money market schemes.
Product 02

Stock Trading & Advisory

Participate directly in India's growth story through a quality-stock portfolio anchored in business fundamentals, management quality and valuation discipline. We focus on long-term value creation — building positions in companies with durable moats, healthy balance sheets and consistent capital allocation. Periodic reviews, sector reallocation and risk-adjusted sizing help your portfolio compound across market cycles without chasing short-term noise.

Key Benefits
  • Curated stock ideas grounded in fundamental research
  • Long-term, valuation-conscious entry and exit framework
  • Sector and thematic diversification to manage concentration risk
  • Transparent rationale for every recommendation — no black-box calls
Who Should Invest

Suited for investors comfortable with equity volatility, professionals seeking to complement mutual fund holdings with direct stock exposure, and HNIs building a long-term equity portfolio with conviction-led positions.

Fundamentals-first researchSector & thematic ideasRisk-adjusted positioningLong-term value focus
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Featured Product
Stock Trading & Advisory
Research-led direct equity advisory anchored in fundamentals, not speculation.
Product 03

Retirement Products

Retirement planning at P2S is not a single product — it's a multi-decade plan. We design SIP-led, multi-asset retirement strategies that account for inflation, healthcare costs, spouse longevity and legacy goals. Pre-retirement focuses on disciplined accumulation; post-retirement shifts into income-generating instruments, systematic withdrawals and capital preservation. The result is a corpus that supports your lifestyle today and protects your family tomorrow.

Key Benefits
  • Inflation-adjusted corpus projections with multiple scenarios
  • Glide-path strategy that de-risks as retirement nears
  • Tax-optimised withdrawal planning across NPS, MFs, annuities and SCSS
  • Spouse continuity and legacy structuring
Who Should Invest

Essential for salaried professionals 25+ years from retirement, business owners without formal pension, and pre-retirees (within 10 years) needing structured de-risking and withdrawal planning.

Goal-mapped corpus planningInflation-adjusted projectionsWithdrawal strategySpouse & legacy planning
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Featured Product
Retirement Products
Systematic, long-term corpus building so retirement income outlives you.
Product 04

Portfolio Management Services (PMS)

PMS gives high-net-worth investors a tailor-made portfolio managed by a dedicated portfolio manager, with full transparency into every transaction. Securities are held directly in your own Demat account, so you retain complete ownership and visibility. Strategies span large-cap quality, mid-cap growth, multi-cap, thematic and concentrated value mandates — selected based on your risk profile, return objective and concentration appetite.

Key Benefits
  • Personalised mandate aligned to your risk and return profile
  • Direct ownership of securities — no pooled vehicle opacity
  • Active rebalancing and concentrated, conviction-led positions
  • Detailed performance and attribution reporting
Who Should Invest

Built for HNIs and UHNI investors with ₹50 lakh+ to commit to a single mandate, family offices seeking customisation beyond mutual funds, and senior professionals wanting concentrated equity exposure with institutional governance.

Dedicated portfolio managerDemat-held, full ownershipActive rebalancingHNI-focused mandates
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Featured Product
Portfolio Management Services (PMS)
Customised, discretionary portfolios with securities held directly in your Demat account.
Product 05

Alternate Investment Funds (AIF)

AIFs open the door to opportunities beyond listed equity and traditional debt — venture capital, private equity, real estate, infrastructure, structured credit and long-short hedge strategies. We help you evaluate Category I, II and III AIFs based on strategy fit, manager pedigree, lock-in tolerance and your overall portfolio construction. Every recommendation comes with a clear view of risks, illiquidity premiums and tax treatment.

Key Benefits
  • Access to private markets and differentiated return streams
  • Diversification beyond listed equity and traditional debt
  • SEBI-regulated structures with professional governance
  • Manager due-diligence and strategy fit analysis
Who Should Invest

Designed for accredited HNI and family-office investors with ₹1 crore+ to allocate, multi-decade investment horizons and the ability to tolerate illiquidity in pursuit of higher risk-adjusted returns.

Category I, II & III AIFsVenture, PE & infra accessSEBI-regulated structuresHNI eligibility guidance
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Alternate Investment Funds illustration with private equity, real estate and infrastructure icons
Featured Product
Alternate Investment Funds (AIF)
Sophisticated SEBI-regulated alternatives across private markets, credit and long-short strategies.
Trust & Compliance

AMFI Registered Mutual Fund Distributor

P2S Financial Engineers operates under strict regulatory oversight, adheres to the AMFI Code of Conduct and is committed to investor-first ethics in every recommendation.

ARN Code
305060
Verified

Risk Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Regulatory & Awareness

Latest SEBI Circulars & Investor Awareness

Stay updated with important SEBI regulations, investor awareness initiatives and regulatory circulars — directly from the official SEBI portal.

View SEBI Circulars Opens on sebi.gov.in