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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.

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