Prognosis Financial was founded from a vision to revolutionize wealth management, bringing together a team of passionate experts dedicated to empowering clients on their financial journeys. Our foundation rests on the fusion of extensive industry experience and a deep comprehension of market dynamics, enabling us to offer personalised guidance, steadfast support, and strategies tailored to unlock the full financial potential of both individuals and businesses.
Established in 2013, Prognosis Financial has quickly risen to prominence as a boutique wealth management services firm headquartered in Barakhamba Road, Connaught Place, New Delhi, serving clients nationwide. Our sterling reputation for excellence in wealth management, financial planning, and investment advisory services is a testament to our unwavering commitment to delivering exceptional value to our clients.
We firmly believe in the power of collaboration. By working hand in hand with our clients, we co-create customised financial strategies that are precisely tailored to their objectives. Throughout the journey, we prioritise open communication and transparency, ensuring that our clients are informed and involved every step of the way.
At Prognosis Financial, every client is paired with a dedicated Wealth Manager who serves as their trusted advisor. Leveraging a team of product specialists from across the firm, we collaborate seamlessly to craft optimum solutions that meet the unique needs of each client. This client-centric approach ensures that every individual receives the personalised attention and tailored solutions they deserve.
In essence, Prognosis Financial is more than just a wealth management firm — we are partners in our clients' financial success stories, guiding them towards a future of prosperity and security with expertise, dedication, and unwavering support.
Company Details
- Employees
- 20
- Founded
- -
- Address
- Barakhamba Road, 1205,12th Floor,new Delhi House,barakhamba Road,connaught Place,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://prognosisfinancial.com/
- Keywords
- Wealth Management, Stock Trading, Mutual Funds, SIPs, Option Trading, MLDs, Portfolio Management Services, AIFs, Demat, Insurances, Term Insurance, Health Insurance, Home Loan, Real Estate Investments, Financial Planning, Risk Management.
- HQ
- New Delhi, Delhi
Prognosis Financial Questions
Prognosis Financial's website is https://prognosisfinancial.com/
Prognosis Financial's LinkedIn profile is https://in.linkedin.com/company/prognosisfinancial
Prognosis Financial has
20 employees.
View email and phone details for 20
employees at Prognosis Financial.
Prognosis Financial's industry is
Financial Services
Prognosis Financial's top competitors are
Libp,
Ameriprise Financial Services, Llc,
Almondz,
Airtel,
Nestegg Wealth Llp,
Prognosis,
Praedico Global Research Pvt. Ltd.,
Acuity Knowledge Partners,
Motilal Oswal Financial Services Ltd,
Rmoney.
Prognosis Financial's categories are Financial Services
Prognosis Financial's founding year is 2013
