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Transforming Your Financial Future

Start-ups and Solutions

Innovative investment strategies tailored to 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

Comprehensive Financial Solutions

One-stop for all investment needs.

Dedicated End-to-End Support

Personalized solutions, unmatched guidance.

About Pragati Wealth

Welcome to Pragati Wealth

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.

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What We Provide

Comprehensive financial services for your goals.

Mutual Funds

Explore a variety of mutual fund to your investment needs, offering professional management and diversification.

Demat & Trading

Efficient and secure trading solutions for managing your investments with ease through Demat accounts.

Life Insurance

Secure your family's future with our customized life insurance policies designed to offer protection and peace of mind.

Health Insurance

Ensure you and your family are covered with insurance plans offer comprehensive medical coverage.

General Insurance

Protect your assets with our extensive general insurance coverage that suits your lifestyle and financial needs.

NRI Services

Specialized services designed to cater to the unique financial needs of Non-Resident Indians.

PMS

Maximize your wealth with professional portfolio management services tailored to meet your investment goals.

AIF

Diversify your investments with Alternative Investment Funds that offer exclusive opportunities for high returns.

Retirement Planning

Plan for a secure and comfortable retirement with our specialized retirement planning services.

Our Key Features

Innovative Solutions for Easy Investing

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Investor Corner

All your investment tools in one place.

Financial Calculator

Calculate your returns and plan your investments with our comprehensive calculator.

Download Forms

Access and download all necessary forms for smooth and efficient investment processes.

Buy MF Online

Seamlessly purchase mutual funds online with just a few clicks and grow your portfolio.

Pay Premium Online

Conveniently pay your premium online and ensure your investments remain active.

Risk Profile

Understand your risk tolerance and make informed investment decisions with our risk profiling tool.

Financial Fitness

Evaluate your financial health with our tools designed to assess your overall financial fitness.

Blogs

Insights and tips to enhance your investments.

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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Power Of

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Client Testimonials

What our clients say about 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.