About Pragati Weallth

Welcome to Pragati Weallth Management Investing means - investing for growth with complete protection. We at Pragati Weallth Management, believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge and proper planning. Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients- Mutual Funds, Stocks, Fixed Deposits etc. We strongly recommend and use Mutual Funds in every clients portfolio creation, due to its lot many advantages over other investment products, like- diversification, professional approach and steady growth.

Our Services

We Provide Almost All Kinds of Financial Services

“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. ”
Amin Kutchi
(Managing Director)
“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 Weallth Management. his drive to get people registered for SIP is a very Positive sign of individuals to invest in Indian economy. ”
Ashish Goel
“I, K Gurunatham from kuppuravuri chit fund, had avails 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.”
K Gurunatham
“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 above to expire. Mr. Joshi advised me for better package with less premium with many facilities and got it renewed.”
Hitesh Jashnani
“I came to Pragati Weallth Management on recommendation that i consider investing based on goals. I was initially sceptical about the idea but more explored the benefits of investments through Pragati Weallth the more attracted iI became with it and have subsequently followed the advice and am delighted with the results.”
Prakash Dulani
“I, and my family were looking for reliable health coverage and advice to invest in mutual fund Mr. Upendra Joshi was very professional and help us for making right decision. We highly recommend services of Pragati Weallth Management for your Insurance and Investments.”
(Sanjay Makeup Artist)
“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 brand such as ROCA PARRYWARE, ORIENT TILES, NIRALI STAINLESS STEEL SINK, CATA APPLIENCES SPAN and many more... would like to acknowledge the quality of service given by Mr. Upendra Joshi from Pragati Weallth Management.”
S P Sharma
(Krishna Trading Company)
“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 House Keeping Expert Cateres are very impressed with the quality and level of serivce that are received from Pragati Weallth Manangement”
Sridevi Chopra
(Topaz House Keeping Expert Cateres)