Your Financial Goals Are Just An Investment Away

Name: Mutual Fund
Brand: Pragati Wealth
SKU: 123456
Rating: 5 (8 reviews)

Make Investing Easy, Make It with Us.

Choose from a range of investment options to match your needs

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Returns on investments come with associated risks, including potential loss of capital.

Tax treatment is specific to individual circumstances and may change in the future.

UNDERSTAND WHAT RISK IS

Complete Investment Solutions

Everything you need for your investments, all in one place.

Support You Can Count On

Personalized assistance at every step, just for you.

Access Anytime, Anywhere

Secure and easy access to your investments, 24/7 on web or app.

About Pragati Wealth

Welcome to Pragati Wealth

Pragati means progress, and for over 15 years, we’ve been helping investors move closer to their financial goals. We understand that each investor's journey is unique, which is why we provide personalized investment solutions designed around your dreams and needs.

Upendra Joshi, Founder and Director at Pragati Wealth, is an AMFI-registered mutual fund distributor in Hyderabad and a Certified Goal Planning Specialist. With his expertise and a dedicated team, we specialize in Mutual Funds, Stocks, Fixed Deposits, financial goal planning, and more, ensuring your investment journey is smooth and effective. Since 2009, our simple yet powerful four-step process - Risk Profiling, Goal Planning, Portfolio Structuring, and Tracking, has helped more than 450 families grow.They are satisfied, it’s your turn now. Come, and join us on our journey toward Pragati.

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Our Offerings

We provide investment products for all your needs.

Mutual Funds

Grow wealth with lump sum or SIP investment services, and invest in a mix of stocks, bonds, & more.

Demat & Trading

Buy, sell, and hold shares digitally and easily access stock trading options with full convenience.

Life Insurance

Ensure financial protection for your family’s future with life insurance policies & protect them always.

Health Insurance

Cover heavy medical bills with health insurance and stay prepared for health emergencies.

General Insurance

Protect your assets with general insurance like home, car, and other valuables from risks.

NRI Services

Grow your wealth while staying connected to your roots with NRI investment services.

PMS

Professionals manage your portfolio with portfolio management services for better potential returns.

AIF

Invest in unique assets with alternative investment funds for higher potential returns beyond traditional options.

Retirement Planning

Invest wisely in mutual funds for retirement planning to enjoy a stress-free tomorrow.

Our Key Features

Investing Made Easy, Results Made Smart

Portfolio Analysis

Get a detailed report of your mutual funds and other assets. Track performance and manage your portfolio with ease.
Online Transactions

Skip the paperwork and go digital! Transact across NSE/BSE and MFU within minutes.
Goal Tracker

Link your investments to meaningful goals, like your child’s education, marriage, or retirement.
Research

Make informed decisions with our tools & calculators, and stay on top of the latest market trends.

Install the app now!

Investor Corner

Everything you need for smarter investing, all in one place.

Financial Calculator

Easily calculate your investment returns, plan for the future, and track your growth with our intuitive calculators.

Download Forms

Quickly find and download all the necessary forms to streamline your investment process, hassle-free.

Buy MF Online

Effortlessly purchase mutual funds online with just a few clicks and watch your portfolio grow over time.

Pay Premium Online

Make secure, quick premium payments online to keep your investments active and on track for the future.

Risk Profile

Discover your unique risk tolerance and make confident, well-informed investment decisions that suit your goals.

Financial Fitness

Evaluate your overall financial health with our easy-to-understand tools and get insights to improve your financial future.

Blogs

Resources to help you make informed decisions.

Jul 4th, 2024

5 TIPS FOR FINANCIAL PLANNING FOR WOMEN

Women are known to be multi-taskers. Women are better at switching between ta...

Feb 7th, 2024

Top 3 Benefits Of Sip In Mutual Funds

Using a structured investment plan like SIP to invest in mutual funds has bec...

Feb 7th, 2024

Growth V/s Value Investing: Which One To Choose?

Investors have a wide range of options to choose from when it comes to making...

Aug 25th, 2024

Blog post by Sumit Edited Post

Blog post by Sumit Blog post by Sumit Blog post by Sumit Blog ...

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Client Testimonials

Read why our investors believe in us.

Amin Kutchi

Mr. Upendra Joshi has given me a good advice on financial plans using his knowledge of investment strategies to meet our financial objectives. I have used his services and will recommend my near and dear to get in touch for better advice and details of financial plans and strategies.

Ashish Goel

Ashish Goel of M/S prakash international ltd., would like to knowledge the quality of service and professional outlook of Mr. Upendra Joshi from M/S Pragati Wealth Management. His drive to get people registered for SIP is a very positive sign of individuals to invest in the Indian economy

K Gurunatham

I, K Gurunatham from Kuppuravuri Chit Fund, had availed services from Mr. Upendra Joshi regarding my insurance policies related to health and vehicle. Mr. Joshi had expertise in providing a perfect insurance plan, which suited my needs at best possible premium/cost

Hitesh Jashnani

I, Hitesh Jashnani from STUDIO HITESH, design store for men in Abides. I would like to thank Mr. Joshi for his prompt and professional service. My exciting health insurance was about to expire. Mr. Joshi advised me for a better package with less premium with many facilities and got it renewed.

Prakash Dulani

I came to Pragati Wealth Management on recommendation that I consider investing based on goals. I was initially skeptical about the idea but the more I explored the benefits of investments through Pragati Wealth, the more attracted I became to it and have subsequently followed the advice and am delighted with the results.

Sanju

I, and my family were looking for reliable health coverage and advice to invest in mutual funds. Mr. Upendra Joshi was very professional and helped us in making the right decision. We highly recommend services of Pragati Wealth Management for your Insurance and Investments.

S P Sharma

I, SP Sharma from Krishna Trading Company Troop Bazar, we deal in all sanitary ware tiles and bathroom fittings and we are authorized dealers of world-famous brands such as ROCA PARRYWARE, ORIENT TILES, NIRALI STAINLESS STEEL SINK, CATA APPLIANCES SPAN and many more... would like to acknowledge the quality of service given by Mr. Upendra Joshi from Pragati Wealth Management.

Sridevi Chopra

It was a great experience to be associated with Mr. Upendra Joshi. I wanted to take the time to let you know that my family and I, Sridevi Chopra from Topaz Housekeeping Expert Caterers, are very impressed with the quality and level of service that we received from Pragati Wealth Management.