Learn The Best Investments With Expert Advisors
PALAK TRADE TECH PRIVATE LIMITED is promoted by a team of qualified and experienced finance professionals with an objective to provide value-added financial services. Initially, the Group focused on a niche financial solutions provider in corporate finance and wealth management to Indian companies and high-net-worth individuals. Today, PALAK TRADE TECH PRIVATE LIMITED provides services for securities broking and investment advisory.
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+91-74836 71946
Becoming No #1 For Investment Needs
PALAK TRADE TECH PRIVATE LIMITED is being managed by its promoters along with a young and dynamic team of professionals with rich experience, in their respective fields. PALAK TRADE TECH PRIVATE LIMITED is establishing itself to be one of India’s leading financial advisory houses, offering various financial solutions to its Institutional, corporate, and individual clients.
The customer-centric approach of the Company’s dedicated professional team has helped carve a niche for itself in the financial services arena and won the confidence of investors.
The Best Investment Learning Solution
Your trusted companion in the journey of financial literacy — equipping you with the skills, strategies, and confidence to make successful investments.
“The goal of a successful trader is to make the best trades. Money is secondary.”
~ Alexander Elder
Vision
PALAK TRADE TECH PRIVATE LIMITED believes in attaining highest customer satisfaction, on a continuing basis, by providing the highest standard of financial services in India. The philosophy at PALAK TRADE TECH PRIVATE LIMITED is to provide services to clients after an assessment of their profile, needs, and risk appetite. The basic work theme at the Company is envisaged in the below attributes:-
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Dedicated, competent, and honest team of professionals
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Customer-centric work environment
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Insight into customers’ perspectives
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Strong research base
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Clear understanding of applicable laws
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Consistency and passion to excel
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Technology savvy
Milestones
With the coming into existence of PALAK TRADE TECH PRIVATE LIMITED, we have started diversifying ourselves into a complete financial solutions powerhouse, catering to varied needs of our clients. Our range of services include stock broking, investment advisory, investment banking, corporate re-structuring, amongst bouquet of services ,
PALAK TRADE TECH PRIVATE LIMITED is in process of establishing itself as a niche financial services boutique company in the country
Our Services
Promoters & Directors
Mr. Kailash Bhansali, Mr. Dinesh Kumar Jain and Mr. Harsh Jain are a team of qualified Chartered Accountant professionals, with decades of experience in securities broking and corporate finance.
Their vast experience and vision have enabled PALAK TRADE TECH PRIVATE LIMITED to establish itself as a respected financial services provider in the country. The team is in charge of the overall group strategies and leads securities broking, investment advisory, and investment banking activities.
Director’s Profile
Mr. Dinesh Kumar Jain
Dinesh Kumar Jain, B.Com. FCA is a fellow Chartered Accountant by qualification
April 2009 to till date – He is associated with Marudhar Stones International Private Limited, an export based company, as non executive director in charge of Finance & Regulatory matters.
He has extensive 25 years+ experience in handling treasury functions, liasioning with banking and regulatory authorities.
Mr. Harsh Jain
Harsh Jain, B.Com, FCA is also a fellow Chartered Accountant by qualification.
May 2014 to till date – He has more than ten year of international and domestic exposure through significant tenure in Dubai and worked in manufacturing and hospitality sector overlooking accounting, tax and regulator aspects.
Why Choose Palak Trade Tech?
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