PROINVEST WEALTH MANAGERS

Aundh, Pune - 411007

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Rating

160

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639

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With in-depth market knowledge, research expertise and personalised outlook leads us to giving you customised solutions depending on what stage you are on in your life. Not just that, at ProInvest, we go a step beyond just managing your wealth. We also educate you about the same, so that you know exactly where your money is growing, and how. We call it EduGrow. Through this, we ensure that our customers have a better understanding of the investment markets. And it’s this customer-centric appr

In an era of constant changing and volatile financial Market, Investors need an Qualified /Trained and unbiased professional to assist them in achieving their short term and long term Investment goal. At Pro Invest Wealth our utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships. We are having more than two decades of experience in Financial Services Sector. We offer technology based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs. We focus at being the most reliable prompt and efficient provider of financial and insurance services.


Experience & Qualifications

 

Qualification

MBA ( Finance )

 

Experience as an advisor

20 Years

 

Total work experience

20 Years


Service & Advisory Offered

  • Life Insurance
  • Motor Insurance
  • Health Insurance
  • Travel Insurance
  • Mutual Funds
  • Demat and Trading Account
  • Corporate FD
  • Fixed Deposits
  • Financial Planning
  • Investment Planning

Affliation & Awards

 

Certification in Behavioural Finance from IIM-Ahmedabad and Certification on Digital technology from MDI Gurgaon

 

• Repeat clients and References are our biggest Rewards and recognitions

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