At Pratibha Wealth, they help individuals grow their wealth to live a happy and joyful life. They believe in using their vast experience and knowledge to create, manage and preserve wealth for families and thus strive to attain financial freedom for them. The above is attained by offering a bouquet of financial instruments including mutual funds, insurance, equity, portfolio management services, AIF, structured products, REIT, corporate bonds etc.
About the Firm :
Pratibha Wealth was founded in 2016. Its a Lucknow based professionally run, wealth management firm co-founded by ex-bankers with over 20 years experience.
Today they manage over 250 crores of assets and over 215 families across 16 countries trust them with their money. They are based locally, but have reached globally !
Their Mission & Philosophy :
The founders believe in helping people understand the art and science of money, savings and investments.
Pratibha Wealth's philosophy is to help individuals & families become financially secure, by offering honest and unbiased products to optimize their wealth.
Their mission is to help people create lifelong passive income.
Products & Services
A tailor made solution & a personalized wealth management strategy is curated for every individual by investing in a bouquet of financial products, taking care of their goals, risk profile, time horizons and income levels.
Their offering include Mutual Funds, Insurance, Portfolio Management Services, AIF, REIT, Equity, Structured Products, Corporate Bonds, Capital Gain Bonds, Tax Saving instruments etc.
To know how you can grow your wealth better with the right strategies, call them now on 9452244500 & schedule an appointment.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Shubham A 17, Nirala Nagar,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.pratibhawealth.com
- Keywords
- Mutual Funds, Insurance, Equity, REIT, Structured Products, AIF, Portfolio Management Services, Corporate Bonds, Tax Management Solutions, Taxation, Financial Modelling, Financial Management, Cash Flow Management, Retirement Planning, Budgeting.
- HQ
- Lucknow, Uttar Pradesh
Pratibha Wealth Questions
Pratibha Wealth's website is http://www.pratibhawealth.com
Pratibha Wealth's LinkedIn profile is https://in.linkedin.com/company/pratibhawealth-lucknow
Pratibha Wealth has
3 employees.
View email and phone details for 3
employees at Pratibha Wealth.
Pratibha Wealth's industry is
Financial Services
Pratibha Wealth's top competitors are
Chaincorp Family Office,
Vidcrom,
Canvas Wealth Management Services Private Limited,
Kredx Consultants,
Future Capitals,
Pratibha Printing Press,
Kstar Wealth Management Private Limited,
Ava Justin Productions,
Nexus Bridges,
Sk Wealth Builders.
Pratibha Wealth's categories are Financial Services
Pratibha Wealth's founding year is 2016
