About Us

Why Pecuniary

Pecuniary means related to money, and the word Pecuniary itself says how serious a company is when recommending financial portfolios to clients. The portfolio we design is totally hedged or, in other words, bulletproof by investing in different asset classes. The firm focuses on investing in companies with predictable and consistent earnings and can typically generate above-average earnings growth over extended periods. We work tirelessly to bring our clients innovative, reliable, cost-effective, and time-saving solutions. We operate with honesty & fairness in all aspects of our segments.

Mission

  • We aim to be the number one financial advisor by complying with the needs of many.
  • Providing excellent investment opportunities with correct advice that helps customers achieve the best.
  • Creating a trustworthy and symbiotic work culture for our team and a belief that their success is proportional to ours.
  • We aim to build and maintain relationship with investors for a long time and help them gain quality returns.

Vision

  • Ensuring to work with the highest professional standards with our experience and insights
  • Adhering to principles, values, and ethics at all times
  • Work dedicatedly and ensure to gain the trust of our investors by providing them with the correct advice.
  • Keeping transparent policy and building mutual trust between company and customers

Our Expertise

Pecuniary

At Pecuniary, we provide solutions to common financial symptoms.

Holistic
Process

We follow a holistic process that addresses a client’s entire financial picture, their needs for today and their goals for tomorrow.

Implement
Strategy

Once we understand their needs and financial situation, we put forward our recommendations and implement a strategy.

Financially
Organized

We believe in understanding a client’s present and future needs and helping them stay financially organized.

Meet the team behind
our great projects

Founder , MD & CEO

Company Advisor

Investment Consultant

Chief Technical Advisor

Our Core Values

Integrity

We ensure each product or service you invest in provides you with all the required information, thus ensuring there are no surprises and disappointments.

Diversity

We diversify clients' investments into different suitable channels and not in just one, based on their risk matrix to minimize the risk.

Transparency

We believe in transparency conduct while allocating and refining service costs and others. We share correct and real-time information without misleading them or giving them fake expectations only to get business.

Confidentiality

It means ensuring that information is accessible only to those authorized to have access.

Professionalism

It requires behaving with dignity and courtesy to clients. We believe in working on retaining this quality throughout, thus providing a complete professional and diligent service.

Focus

We follow an unbiased client focus throughout the association. Our focus lies in growing as a client-centric company.

Our Presence

We are an independent investment and advisory company serving everyone globally.

Years
0 0
Clients
0
CAGR
0 %
Accuracy
0 %

Increase your finances steadily and securely.

Corporate Presentation

wpChatIcon
wpChatIcon

Siddharth Shah

Co-founder And CMD— (B.E (C.E), CFA (USA) Candidate & An Entrepreneur)

Siddharth left his career at a software company in his mid-20s as he was more fascinated to balance sheets, income statements, and cash flow statements. At 18, he started investing in equity. Siddharth always felt that only research by reading an annual report is not enough. Thus he started visiting management to understand in depth, the working culture of a company. Between 2016 and 2019, he visited many small-cap and SMEs under 500 cr market caps and identified many multi-baggers. He continues to meet management if he feels the company looks promising on the longer term. To hedge the finances, Siddharth also has invested in different asset classes that make the entire portfolio diversified and unique. Siddharth has given lectures in a few MBA schools in Ahmedabad so that young people start investing to make a big pie in their late 40s. He is a firm believer in the concept of constant learning.

Amarjeet Singh Chauhan

Company Advisor (Pecuniary)— B.Tech (IT) MBA-(IIM Ahmedabad) & An Entrepreneur

Amarjeet with a technical background has successfully completed mba from iim ahmedabad. He is an experienced professional with a demonstrated history of working in the payments & retail industry. He is skilled in entrepreneurship, strategic planning, business development, product management and business strategy. After his MBA, Amarjeet didn’t opt for placements rather found a company named easypay. Pecuniary is pleased to have Amarjeet as a company advisor.

Srikanth Addagiri

Investment Consultant

Mr. Bhavesh Shah is a dynamic leader with rich experience of more than a decade in the Insurance and Investment sector. His true strength is Simplified Financial Planning. He has good command over Life Insurance and Debt Funds. He has earned several awards and recognitions at the National and International levels such as MDRT (USA), COT (USA), and TOT (USA). He also conducts seminars, training programs, and workshops at the National and International Levels on Financial Freedom. He is an expert in elevating your experience with his skills and knowledge to build a nest egg for long-term goals and support current needs. He is the right person to connect with in order to stress out financial emergencies.
Pecuniary is honored to have Bhavesh Shah as an investment consultant.

Srikanth Addagiri

Chief Technical Advisor(Pecuniary)— (Bachelors In Arts, Entrepreneur)

Srikanth is a versatile and seasoned professional having an emphatic career in IT for 15 years. It gave him exposure to working with the financial services industry, having worked with Investment Banking, helping them develop technological solutions for Risk Management, Mechanical Screening, and Back Office Management. This experience bagged him the opportunity of a full-time role as an Investor/Trader.

Srikanth’s philosophy of Stock Picking lies in identifying smart money activity. He believes that financial instruments are driven by smart money. He loves picking up Stock where smart money activity is evident. Before this, Srikanth founded a technology startup in the area of Data Analytics & exited it successfully.