Learn The Best Investments With Expert Advisors
PALAK TRADE TECH PRIVATE LIMITED is promoted by a team of 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. The Group started its operations and its range of services. Today, PALAK TRADE TECH PRIVATE LIMITED provides services for securities broking.
Call Us At
+91-74836 71946
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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 PALAK TRADE TECH PRIVATE LIMITED dedicated professional team has helped carve a niche for itself in the financial services arena and won the confidence.
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 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 PALAK TRADE TECH PRIVATE LIMITED is
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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 the PALAK TRADE TECH PRIVATE LIMITED, we have started diversifying ourselves into a complete financial solution providing house, catering to varied needs of our clients ranging from investment advisory services to investment banking, corporate re-structuring, distribution and broking services, risk management.
PALAK TRADE TECH PRIVATE LIMITED is in process of making a place for itself in the midst of the top financial solutions provider in the country
Our Services
Securities Broking
We offer seamless access to equity and debt markets backed by robust trading platforms and exceptional research insights. Our brokerage services are designed for efficiency, security, and regulatory compliance.
Wealth Management
Comprehensive wealth management solutions for individuals and institutions, including portfolio construction, tax optimization, retirement planning, and succession strategy.
Investment Advisory
Our advisors deliver personalized solutions based on an in-depth assessment of your financial goals, profile, and risk appetite. We help construct and manage investment portfolios designed for stability and growth.
Distribution Services
We give our clients access to a wide range of mutual funds, insurance products, and alternate investments, supported by thorough analysis and selection advice.
Corporate Finance
Palak Trade Tech supports corporates across mergers & acquisitions, private equity placements, corporate restructuring, capital raising, and financial due diligence, ensuring strategic growth and adaptation.
Risk Management
Our team proactively identifies, assesses, and mitigates financial risks facing your business and personal investments, ensuring resilience and security.
Promoters & Directors
Mr. Kailash Bhansali, Mr. Dinesh Kumar Jain, Mr. Harsh Jain & Mrs. Taruna Jain, the Professionals, with over vast years of experience in securities broking and corporate finance. His vast experience and vision have enabled PALAK TRADE TECH PRIVATE LIMITED to establish itself as a respected financial services provider in the country. All the promoters & directors look after the overall group strategies and leads securities broking, investment advisory, and investment banking activities.
Mr. Dinesh Kumar Jain, Mr. Harsh Jain, a Chartered Accountants has vast years of experience in various aspects of financial services. He handles all the activities of PALAK TRADE TECH.
Mr. Dinesh Kumar Jain
Dinesh Kumar Jain BCom. 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, CA – From May 2014 till date
– Over 10 years of extensive auditing experience
– International exposure through significant tenure in Dubai as worked In Cable Manufacturing company worked Accounts department for Sale , Purchase and Inventory management
– Since 2017 giving Consultancy to Pharmacy In Jaipur for there Internal auditing and GST Process and payment .
Why Choose Palak Trade Tech?
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Our Services
Securities Broking
We offer seamless access to equity and debt markets backed by robust trading platforms and exceptional research insights. Our brokerage services are designed for efficiency, security, and regulatory compliance.
Wealth Management
Comprehensive wealth management solutions for individuals and institutions, including portfolio construction, tax optimization, retirement planning, and succession strategy.
Investment Advisory
Our advisors deliver personalized solutions based on an in-depth assessment of your financial goals, profile, and risk appetite. We help construct and manage investment portfolios designed for stability and growth.
Distribution Services
We give our clients access to a wide range of mutual funds, insurance products, and alternate investments, supported by thorough analysis and selection advice.
Corporate Finance
Palak Trade Tech supports corporates across mergers & acquisitions, private equity placements, corporate restructuring, capital raising, and financial due diligence, ensuring strategic growth and adaptation.
Risk Management
Our team proactively identifies, assesses, and mitigates financial risks facing your business and personal investments, ensuring resilience and security.