P.R.O.F.I.T. is 30 years old independent wealth management firm committed to creating unique financial solutions for successful individuals & businesses based on their: risk appetite, time horizon, return expectations, income requirements, and liquidity constraints. Our goal is to create solutions for clients spanning the entire gamut of their personal financial planning that is: value driven customized long term P.R.O.F.I.T. is run by individuals with extensive international & domestic financial services experience in the areas of direct equity, mutual funds, insurance & real estate as well as the disciplines of accounting, tax & law.
Mission & Vision
At P.R.O.F.I.T., our goal is the relentless pursuit of leading edge financial solutions for our Clients to optimize their Wealth creation & preservation.