Mutual Funds
Explore a variety of mutual fund to your investment needs, offering professional management and diversification.
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Investing means investing for growth with complete protection. We at Pragati Wealth believe that protecting your funds is a prime responsibility that requires extensive knowledge and proper planning. Hence, we follow a four-step process of Financial Planning: Risk Profiling, Goal Planning, Portfolio Structuring, and Portfolio Tracking. We utilize a wide range of products to achieve the financial goals of our clients, including Mutual Funds, Stocks, Fixed Deposits, etc. We strongly recommend and incorporate Mutual Funds in every client’s portfolio due to their many advantages over other investment products, such as diversification, a professional approach, and steady growth.
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
Calculate your returns and plan your investments with our comprehensive calculator.
View MoreAccess and download all necessary forms for smooth and efficient investment processes.
View MoreSeamlessly purchase mutual funds online with just a few clicks and grow your portfolio.
View MoreConveniently pay your premium online and ensure your investments remain active.
View MoreUnderstand your risk tolerance and make informed investment decisions with our risk profiling tool.
View MoreEvaluate your financial health with our tools designed to assess your overall financial fitness.
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