We are a team of dedicated professionals who are passionate about one thing which no in financial industry is bothering about – Happy Clients. We believe clients feel happy & content when they experience ethics, integrity, extraordinary knowledge, prompt commununication, remarkable performance & exceptional customer service, all at one place & we strive to deliver the same to our clients.
We started this establishment in year 2013 with an aim to educate people on the most important aspect which can make huge differences in their lives – Financial Planning. We saw people were making vague & unplanned decisions in their finances, which were leading to non-satisfactory results when the time to reap the profits from the investments came. This resulted in additional burden on a father when he did not had enough finances to send his child abroad for further studies, couples leading a frugal lifestyle as they did not planned their retirements properly & so on.
We at Pragwealth Investment Solutions give practical solutions to real world financial problems which people face in everyday life. We plan for them a worry free financial life in such a way that they enjoy the journey as much as they will enjoy the destination.
We want to know about your history, your family, your lifestyle, your career, your investing patterns and your life’s aspirations.
All this is to understand who you really are & what needs to be done to manage your expectations.
The answers to the questions like
come much later in our first conversation with you.
The simple reason for this is that we place much higher value to the behaviour & temperament of our Clients & their understanding about life goals & the discipline they follow in important financial decisions. We believe that no financial instrument can benefit anyone who is not ready to follow certain discipline while Investing with commitment of the highest order.
Investment planning is a core component of financial planning. It is impossible to have one without the other.
You may have envisioned your dream retirement, but it actually takes careful financial planning for these dreams to be realized.
Education is one of the best gifts your children can receive, so you need to plan it very well in advance.
A grand investment plan can be grounded in absence of a proper investment planning. Not having one in place can prove to be a costly affai
Nobody likes to pay taxes & with proper tax planning you can ensure that you pay minimum taxes & enjoy your hard earned income to the fullest.
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.
Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.
We have always seen technology as an enabler to meaningfully deliver the most critical and relevant needs first. Be it the ability to view Investments or transact in them, we partner with right technology platforms so that you don/t have to bother about tracking your investments manually,ever.
Financial Advisor
12 years of industry experience | Avid learner of financial, behaviourial & tactical attibutes of markets & planning in the most credible way i.e through practical experience.
Backend Executive
4 years of financial & digital marketing industry expericence | Proficient in backofice operations, accounting & planning of marketing activities
Relationship Manager
5 years of industry experience | Expert in Client handelling & problem solving | Strong hold on operational & executional know how.
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Our comprehensive online platform which empowers you to have access to your entire wealth portfolio across Mutual Funds, Direct Equity, ETFs, IPOs, Bonds along with your current valuation, at a single place. You can buy, sell or switch investments simply through your computer or smart phone any time and from anywhere in the world. The transaction process is speedy, smooth and leaves no paper trail. ‘Now never miss an opportunity to build your wealth because you were too far’.
