Connecting your scattered finances into one clear roadmap
At Pragati Wealth, we realized most families don’t fail at wealth creation because of poor products - they struggle because their finances are scattered. One SIP here, one insurance there, some savings in FDs, a policy they don’t even remember - and no clear roadmap tying it all together.
That’s why Upendra Joshi and Pranav Joshi co-created Synk360 - a proprietary framework that transforms scattered financial products into a structured, goal-driven plan.
The 5 Pillars of Synk360
- Protection Synk - Life, health, and critical illness coverage for your family’s safety.
- Emergency Synk - A solid cushion for unexpected life events.
- Growth Synk - Investments aligned to your milestones (education, housing, retirement, wealth creation).
- Debt-Free Synk - Strategy to eliminate high-cost debt and build true financial independence.
- Legacy Synk - Estate and succession planning to protect and pass on your wealth.
Why Synk360 Works
- One-page clarity: All your finances mapped in a single view.
- Goal-first approach: Your money aligned to your life goals, not random products.
- Dynamic planning: Adjusts with your changing income, family, and aspirations.
- Peace of mind: You know where you are today, and how to reach where you want to be tomorrow.
Synk360 is more than planning - it’s a philosophy of clarity, protection, and growth.