Live Market Watch
About Us

About Pramukh Investments

Our Mission

“Our mission is to improve peoples Financial Health by providing them holistic approach towards their investments”


Our Vision

 “To be one of the most admired name in financial planning and wealth management.”


Our Core Value

  • Honesty
  • Quality
  • Commitment

Our Philosophy

We believe that no two individuals financial needs are alike and hence, every individual needs to go for a separate financial and tax planning. Hence we dont give any suggestions without analyzing individual fact sheets.

Financial Planning is a Process, not a Transaction. Hence, we believe there has to be a Financial / Tax review in every six months.


 Our Objectives

  • To serve our client with superior quality services to meet their financial goals and to build long term relationship.
  • To build and sustain the trust of investors by providing unbiased advisory services.
  • Ensure the availability of timely, relevant and reliable financial and non-financial information.
  • To meet our social corporate responsibility by educating individual on advantage of financial planning and wealth management and helping them to emerge as responsible human beings who represent a responsible society.

Our Profile

Pramukh Investments is a Financial Planning and Wealth Management Advisory company, founded in 2007 specializes in comprehensive financial advisory sphere.

We provides personalized financial planning and wealth management services like comprehensive Financial Planning, Financial Planning Roadmap and Wealth Management through few best asset classes, Tax Planning, Retirement Planning, and Estate Planning. The advice is delivered after thorough investigation of fact findings. Unbiased advice is our strength. We provide periodical reviews and schedule portfolio check for each individual client for comprehensive financial planning service.

At Pramukh Investments Dreams Inspires to Excel. They Ignite Hope and Kindle In Us Passion To Stretch Our Limits. We Believe That Nothing Can Or Should Stop Us From Dreaming And Financial Constraints Should Be The Last Thing To Stop Anyone From Realizing Them.

Our objective is to help you to make smart decisions with your money so you can achieve your financial goals. We listen to your issues and understand your needs, concerns and values. We work hard to educate you, we explain your options and we guide you through the decision-making process.

We take an active stand in committing ourselves to a larger cause which involves creating awareness in the society on every front to equip the masses, not only physically by covering them at every step in life, but also helping them emerge as responsible human beings who represent a responsible society.


 About Founder

“Specializes in discovering the Financial DNA of Individuals .Helping clients to take a holistic approach towards their Finances and plan for each Financial Goal in systematic manner by helping them Invest in gamut of innovative Wealth Multiplication vehicles, only after complete financial analysis. Financial Planning of families is a process and not a transaction; hence its important reviewing it on regular intervals. Thus, making it easy for them to achieve all their Goals for their loved ones...!!  Also specializes in women Financial Planning and NRI Portfolio Management"

Mr. Hardik Patel CFPCM - (CERTIFIED FINANCIAL PLANNER) has seven years of rich experience in the Financial Markets, Wealth Management and Advisory Services and has a proven track record of managing multiple assets class. Client of Pramukh enjoy services by well trained staff members. Skill set of Mr.Hardik Patel CFPCM include 360 degrees Equity Research, Financial Planning and Wealth Management to add to this, he is an ardent finance professional who is well versed in Equity & Commodity Research, Portfolio Management Services (PMS) and Fund Management which can thus help in providing a wide spectrum of services to clientele of the company. He is a certified Financial Planner of Financial Planning Standard Board (FPSB) India. He is also Advisor of Association of Mutual Fund in India (AMFI) and Insurance Regulatory & Development Authority (IRDA), Associated with many elite clubs for IFAs formed by various Asset Management Companies like Reliance, SBI & Birla. He has an incredible foresight and a financial acumen. Thus, having worked across the value chain from the high end Corporate Advisory and Private Wealth Management Segment to the mass affluent retail customers, the strength of clientele exceeds 400+ customers across Anand and nadiad the team has hands on experience and sound knowledge of the domestic & international financial markets along with an understanding of the prevailing regulatory framework.

Schedule a Meeting With Us

Name
Mobile
Email
City

Latest News


Mah Polybutenes: Outcome of AGM We kindly want to inform you that the outcome of Annual General Meeting held on September 20, 2017.
Wed, 20 Sep 2017 23:31:27 +0530


Acrysil India: Outcome of AGM We kindly want to inform you that the 30th Annual General Meeting of the Members of the Company held at 20 Downtown, Maharshi Karve Rd, Churchgate, Mumbai, Maharashtra 400020, Maharashtra, India on Wednesday, the September 20, 2017 at 3.30 p.m.
Wed, 20 Sep 2017 23:30:41 +0530


KCL Infrra appoints company secretary and CO We kindly want to inform you that the Intimation for Appointment of Company Secretary Compliance Officer.
Wed, 20 Sep 2017 23:30:09 +0530


Blue Chip: Outcome of AGM We kindly want to inform you that the outcome of 32nd Annual General Meeting of the Company held on Wednesday, September 20, 2017.
Wed, 20 Sep 2017 23:29:20 +0530


EngineersInd: Outcome of AGM We kindly want to inform you that the 52nd Annual General Meeting of the Company held on September 19, 2017.
Wed, 20 Sep 2017 23:27:13 +0530


CMS Infotech: Outcome of AGM We kindly want to inform you that the 26th Annual General Meeting of the Company held on Wednesday, September 20, 2017.
Wed, 20 Sep 2017 23:24:00 +0530


Dalmia Bharat: Outcome of AGM Please find attached herewith the proceedings of the 12th Annual General Meeting of the Company held at the registered office of the Company on September 20, 2017.
Wed, 20 Sep 2017 23:23:16 +0530


SMS Pharma#39;s board meeting held on September 27, 2017 We kindly want to inform you that the Board Meeting to be held on September 27, 2017.
Wed, 20 Sep 2017 23:17:54 +0530


Khaitan#39;s director Arun Kumar Kedia resigns We kindly want to inform you that the Intimation in relation to resignation of Mr. Arun Kumar Kedia as an Independent Director of the Company.
Wed, 20 Sep 2017 23:17:08 +0530


Mishka Exim: Outcome of AGM We kindly want to inform you that the proceedings of the 03rd Annual General Meeting of the Company to be held at the registered office of the Company on September 20, 2017.
Wed, 20 Sep 2017 23:14:27 +0530


Encash Ent: Outcome of AGM We kindly want to inform you that the outcome of Annual General Meeting to be held on September 20, 2017.
Wed, 20 Sep 2017 23:13:38 +0530


Jackson Invt: Outcome of AGM This is to place on record that the members at the 35th Annual General Meeting of the Company held on September 20, 2017, members of the Company, have duly approved all the businesses as specified in the Notice conveying the AGM.
Wed, 20 Sep 2017 23:11:57 +0530


Kilitch Drugs: Outcome of board meeting The Board of Directors of the company, had at its meeting held on September 20, 2017 and appointed Ms. Jill Gada as the "Company Secretary Compliance Officer" of the company w.e.f. September 20, 2017.
Wed, 20 Sep 2017 23:11:31 +0530


Power Finance: Outcome of AGM Please find attached herewith proceedings of the 31st Annual General Meeting of the Company to be held today i.e. September 20, 2017.
Wed, 20 Sep 2017 23:08:30 +0530


Muthoot Finance: Outcome of AGM This is to inform you that the 20th Annual General Meeting of the Company was held on September 20, 2017.
Wed, 20 Sep 2017 23:07:44 +0530