+91 9452244500 info@pratibhawealth.com
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What We Are

About Us

Pratibha Wealth is a professionally run boutique investment consultancy firm based in Lucknow, that believes and works towards helping people managing their money.

We are a sister concern of the well known Pratibha Group, that has diversified businesses like Pratibha Cinema, Pratibha Printing Press, Pratibha Constructions as its entities.

Our philosophy revolves around the helping individuals and families to become financially secure by offering the most honest and unbiased products to optimise their wealth.

We provide complete wealth management solutions that are customised for every client.

Why we created this entity ?

Financial Management is our passion. Having worked in the financial sector for more than a decade, our team including of exbankers from Citibank, HSBC, ICICI Bank identified a lot of gaps in the way financial advisory/wealth management was being done . This gap had created a big divide, between what should be and what should not. We felt the need to bridge this critical gap by launching our wealth management services and focus on solutions rather than products.

We at Pratibha Wealth believe in sticking to the basics, focusing on our process of doing right & honest financial consultancy. We choose to grow along with our clients by putting their interest as our top priority also ensuring complete confidentiality and due diligence in the complete journey.

Our USP :

  • We work with passion
  • We work without any targets in mind
  • We believe in building a relationship for a lifetime
  • We provide continuity for a lifetime.

Our Investment Process

We follow a 6 step scientific approach to manage your wealth :
  1. Understanding your Needs
  2. Help doing your Goal Setting
  3. Understanding your Risk Profile
  4. Developing a Strategy and Construct the Portfolio based on your objectives, profile and timelines.
  5. Portfolio Review once every quarter
  6. Make necessary changes periodically if required

Our Journey so far ?

We took shape in 2017 and in the last 5 years we are happy and proud to share that more than 200 families trust us with their hard earned money across 14 countries and 50 cities !

We have been growing exponentially in our asset under management business for the last 5 years. With a humble beginning in 2017, today we manage close to 600 million rupees in asset and about 50 million in PMS !

We look to revolutionise the way people invest and work towards educating people in managing their money smartly

OUR MISSION

We strive to help educate Indians and individuals to make them financially literate such that their money works for them in the most optimal manner for a better life.

OUR VISION

Smart Investing that builds Capital for Indians and Individuals.

OUR PHILOSOPHY

“ To help individuals and families become financially secure, by offering honest and unbiased products to optimize their wealth”

Contact Us

Phone

+91 7985427931

+91 9452244500

+91 9415462818

Mail

info@pratibhawealth.com

Address

Shubham, A/17 Nirala Nagar, Lucknow-226020

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