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Financial Advising in Greater New York

If you have set aside assets and are ready to invest, we collaborate with you to build a portfolio that incorporates your goals and risk tolerance. If you are just starting off and need help managing debt, or building a plan to achieve financial freedom, we’re here to help educate you on financial empowerment.


About Us

I have over 15 years of experience in Finance and am passionate about providing expert financial advice for both businesses and individuals. You’re too important to not have the attention that is needed to provide a holistic, customized solution for your financial independence.  I bring a personal approach to advising and partner with clients to understand their needs and to offer custom solutions and strategies.  Read about our story: we were named one of 2020’s Top 100 People in Finance by Top 100 Magazine.

I strongly believe that young working professional and entrepreneurs are often underserved by financial advisors, and we specialize in this generation of clients as they build their wealth and begin investing.

Prem Itharat 

Founder | Pi Capital Management

Why Choose Us

Helping Individuals, Families, & Small Businesses

Community Advisory


With over 15 years of Finance experience, I specialize on providing expert financial advising and have helped dozens of community members reach their financial goals.

Personalized Service

I cherish relationships and get to know my clients on a personal level so that I understand where they stand and how best I can advise them to reach their goals.


MBA from New York University’s Stern School of Business – with focus on Finance, Quantitative Finance and Strategy. 10+ years experience with hedge funds.

Community Advisor

As an active member of the community, I care about giving back to the community. Currently PTA President Elect and Greenwich Young Professionals Group Board Member, among others. 


Contact Us

Want to better understand how financial advising can benefit you? Let’s discuss your situation and how I can help. Let’s meet over coffee at your local coffee shop – schedule your free consultation today. Coffee is on me, by the way!

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PI Capital Management, LLC, is a registered investment advisory firm with the New York Investor Protection Bureau (CRD# 285301).  We tailor our investment recommendations surrounding our client’s financial picture (objectives, goals, net worth, etc.). Past performance is not indicative of future results and we cannot guarantee that any investments will produce a favorable outcome.  Investing in securities does involve risk of loss that clients should be prepared to bear.