Welcome To PRAGATI INVESTMENTS
A reputed name for comprehensive financial and product distribution services.
We, as a partner of NJ Wealth, incorporated in the year 2011 and at present have more than 800 satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Why Us
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Assisting clients in fulfilling their needs.
PRAGATI INVESTMENTS TEAM
Mr. Lalit S Shah formerly worked at TATA MOTORS, Pune for 36 years . Simultaneously, he cultivated expertise in the financial domain by independently managing Insurance (General & Life), Corporate FD’s, Bonds & Postal Savings Schemes from residence.
As an alternative investment and for the prosperity of clients, completed NISM Certification in Mutual Fund V-A and PMS (Portfolio Management Systems) XXI-A.
Since then handling over more than 800 clients having AUM (Asset Under Management) of more than 200 Cr. This extensive dual background ensures clients receive guidance rooted in both corporate reliability and practical, long-term financial strategy.
