Services
Our Services
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Financial Planning
It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.
Wealth Management
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.
Insurance Planing
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. we work with you to identify your risks and implement a cost-effective risk management program.
Retirement Planing
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Our Profiles
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Pragati Funds is promoted by Sanjay Relekar who is an MBA in Finance and over 25 years exposure in the area of Personal Finance and Investments. The firm has well equipped office managed by an able team of Customer Support personnel. We follow the process of Investment Planning in every transaction that we conduct with our investors, which gives.
About Us
take a look
Pragati Funds is promoted by Sanjay Relekar who is an MBA in Finance and over 25 years exposure in the area of Personal Finance and Investments. The firm has well equipped office managed by an able team of Customer Support personnel. We follow the process of Investment Planning in every transaction that we conduct with our investors , which gives.
Our Mission
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At Pragati Funds it will be our endeavor to help our clients, Build conserve grow their wealth in line with their life’s important milestones. Develop an understanding of the financial markets so as to be empowered to take well informed decisions. Towards our other partners, principals, employees and other stakeholders we will