Who are we?

We are a simple and sensible mutual fund distribution company based in Chennai, India. Our company offers various financial products such Insurance, Loans and Structured Products which are purely customer centric and exclusively value-added services providing a comfortable investing experience to the investors.

We truly understand the value of your hard-earned money and are committed to helping you take small steps in investing it wisely with our expert assistance. We believe in providing complete transparency and accountability when it comes to our working mechanism.

Know our Architects

Hi, I am a CERTIFIED FINANCIAL PLANNER ^CM with over 18 years of experience in Financial Planning and Wealth Management, working with organizations like ICICI, IIFL, Geojit and FundsIndia. I also headed the Financial Planning desk at FundsIndia helping the Advisory and Research teams to chart their personalized financial plans according to the client’s specific needs. I have a keen eye for client requirements and take immense pleasure in looking over numbers.

Dilli Babu, Partner.

Hi, I am a Wealth Manager turned Life coach, with 13yrs of experience in financial markets. I have a rich experience of working with top banking firms like Kotak Securities and ICICI Securities. I carry a wholesome experience in various needs and challenges of financial needs of clients. I take great delight in keeping aligned with latest market offerings that best suit the client needs protecting their capital interests. And also assisting clients align with the energy of money inturn creating abundance of wealth in their life .

Hema Raju, Partner.

Why us?

There are multiple companies already in the market providing the same services as us. But ours is skin in the Game, which means if your portfolio grows, our income will grow eventually. So, our growth totally depends upon your growth story.

We deal with both, huge sharks as well as small investors as our clients. For us, the amount of the client’s investment is not a reason to differentiate. We support them in drawing their investment plans as per their requirements.

That might make one ponder why to choose Precise Goal and not some other distribution company? We have listed down a few of our specialties to let you know why to choose us