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Transforming Your Financial Future

Start-ups and Solutions

Innovative investment strategies tailored to your needs.

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Learn what we mean by risk.

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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Client Testimonials

What our clients say about us

Rani Singh

These exceptionally knowledgeable experts have remarkably transformed my finances, securing my future, and significantly boosting my investments. They come highly recommended for their unwavering trustworthiness and results-driven approach. Their exceptional service removes financial planning stress, ensuring a prosperous future.

Preeti Iyer

Impressed with their financial expertise, they've significantly boosted my investments, leading me to financial success. Highly recommended for stability and growth. They've made a significant difference in my financial journey, and I can wholeheartedly vouch for their exceptional services.

Arjun Das

These knowledgeable experts have transformed my finances, securing my future, and boosting investments. Highly recommended for their trustworthiness and results-driven approach. Their exceptional service ensures a prosperous and satisfying financial journey, and I am exceptionally satisfied with their consistently exceptional services