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Our Services

Mutual Funds

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Mutual funds offer a convenient and effective way for individuals to invest their money based on their specific financial needs and goals. With a mutual fund, your money is managed by a team of financial professionals who have extensive expertise and experience in the financial markets. These professionals work to ensure that your money is invested in a way that maximizes returns while also managing risk.

At PerFin Buddy. We understand the importance of helping our clients choose the right mutual fund based on their unique risk profile and future financial goals. We offer guidance on a variety of mutual fund categories to ensure that our clients are making informed investment decisions that align with their overall financial strategy. 

James Patterson

Founder & CEO

Health Insurance

Health insurance is a crucial financial protection that provides coverage for expenses related to accidents, medical treatment, disability, accidental death, and dismemberment. By having health insurance, individuals can protect themselves from unexpected and high medical costs that may arise in the future.

At PerFin buddy, we understand that choosing the right health insurance policy can be overwhelming, which is why we recommend policies based on an individual's specific needs. Our team of experts conducts a thorough analysis of various service providers, taking into account parameters such as cost, ease of processing claims, and high claim acceptance percentage. 

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Life Insurance

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Life insurance is a critical financial tool that provides protection and financial security for individuals and their families. 

At PerFin Buddy, we understand the importance of choosing the right life insurance policy, which is why we recommend Term-Life Insurance Policies. Our team of experts can guide clients through the process of selecting the right policy, ensuring that they are making informed decisions that align with their unique financial goals and needs.


Portfolio management is a personalized investment solution that allows individuals to create a diversified investment portfolio tailored to their specific financial goals and needs. A Portfolio Management Service (PMS) account is a type of investment portfolio that is managed by a professional money manager and includes a mix of equity and debt products.

At PerFin Buddy, we understand that each client has unique financial needs and risk appetite, which is why we recommend PMS products that align with their specific investment objectives. Our team of experts conducts a thorough analysis of equity and debt instruments based on their past performance and future market scenarios. 

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Succession planning is the process of identifying and developing individuals within an organization who have the potential to take on key leadership roles when existing leaders retire, resign, or are promoted. 

At PerFin Buddy, we recognize the importance of succession planning for businesses of all sizes. Our team of experts can help organizations identify key roles and individuals within their organization who have the potential to take on leadership roles in the future. We work with businesses to develop comprehensive succession plans that include strategies for identifying and developing internal talent, as well as identifying external candidates, if necessary. 

Mutual Funds
Health Insurance
Life Insurance
Portfolio Management
Succession Planning
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