Pranav Joshi — Co-Founder & Wealth Strategist
I am Pranav Joshi, and finance has been a part of my life for as long as I can remember. Growing up alongside my father’s journey in financial services, I learned early that wealth management is not just about numbers — it’s about building clarity, security, and freedom for families.
I hold an MBA in Finance from NMIMS, Hyderabad, where I deepened my expertise in investments, portfolio management, and financial strategy. Today, I combine that academic foundation with practical experience to serve individuals, professionals, and families who want structured, goal-driven financial solutions.
To make financial planning simpler and more effective, my father and I curated the Synk360® System a proprietary framework that connects every aspect of a person’s finances into one clear roadmap. Synk360® helps clients unify their investments, insurance, protection, and long-term goals, making sure no part of their financial life is scattered or overlooked.
At Pragati Wealth, I focus on:
- Goal-based Planning tailored to each stage of life
- Mutual Funds & Investments to build long-term wealth
- Insurance Solutions for health, life, and legacy protection
- Synk360® Framework for complete clarity and control
What drives me is the belief that financial planning should be transparent, simple, and empowering. My role is not just to recommend products, but to guide and partner with you throughout your journey — helping you achieve both security and growth with confidence.
Rashmi Joshi is the heart behind Pragati's consistency.
As Executive Director – Operations & Client Experience, she ensures every process runs smoothly and every client feels genuinely cared for. Her calm, methodical approach brings order to complexity from backend execution and renewals to seamless communication and service tracking.
To clients, she represents reliability.
To the team, she represents balance - blending precision with empathy, and systems with sincerity.
Rashmi believes trust isn’t built through words but through follow-ups done on time, promises kept, and experiences delivered with warmth and discipline.
Every interaction she oversees reflects Pragati's core philosophy: that clarity and care must move together for a relationship to truly last.
Mission
I am on a mission to help 10,000 families secure their health & wealth through mindful protection planning.
Vision
To help our clients make smart decisions with their money.
Our Values
- Trustworthiness
- Ambition
- Innovation
- Dynamism
- Excellence