We help Individuals build their capital. Wealth Management is our Passion and Profession too ! At Pratibha Wealth we believe in using our vast experience and knowledge to create , manage and preserve wealth for families and thus strive to attain financial freedom for them.
Our solutions and strategies are tailor made.
We are a one stop financial solution that provides unbiased and honest solutions to clients.
Our solutions are simple to use and easy to understand.
We have adopted technology by going 100% paper less and app based tools for investment monitoring and consolidation.
We start with spending a lot of time to understand you and your families current financials including cashflows, incomes, assets, liabilities, existing investments including equity, debt, insurance, real estate etc.
“IF YOU FAIL TO PLAN, YOU ARE PLANNING TO FAIL” BENJAMIN FRANKLIN
This is the most important part where we understand Why You Want to Invest ?
Following our analysis , assessment and evaluation we deliver a unique and personal financial plan that bridges the gap between what you have and where do you want to be in terms of your financial goals.
Once our proposed financial plan is agreed upon , we execute, constantly review and make adjustments as and when required.
Bridging the gap between where you are versus where you would like to be over a certain time , via a detailed financial strategy is what it takes to make a comprehensive financial plan.
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In todays dynamic world, where change is the only constant, we believe, Wealth Management is not merely a transaction, instead it’s a long journey of mutual trust and faith, where a constant monitoring and handholding is required.
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Pandemic has reiterated the importance of human life to all. At Pratibha Wealth, we calculate the human life value of our clients and ensure our clients understand that as well.
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Cash flow is the lifeline for any business. If not propery managed, it can create a huge problem for any enterprise.
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Warren Buffet says, “Risk comes from not knowing what you are doing”, at Pratibha Wealth, we help people make a risk adjusted return in their investments.
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" Most of us earn and invest in our own ways without any goals in mind and often do what our friends are doing and take impulsive decisions which normally don't work. At this juncture, 3 years back, we were referred to Pratibha Wealth. I am happy that they came to our rescue as a guiding light and helped us to set our goals and create a personalised financial road map. We recommend them to all looking for a trusted wealth professional "
" I highly recommend Pratibha Wealth to people who need to design and maintain a portfolio that works for them across all seasons. Ive been a beneficiary of their good work for the last 12 years and can vouch for their quality services. They always keep my needs at the centre of all discussions and make a plan accordingly. A great firm to partner with at all stages for life"
" Gaurav from Pratibha Wealth has been managing my family's portfolio for over 4 years. They come with great knowledge and clarity regarding financial planning needs. The best part is that they are always available and keep the communication going even during volatile markets. I recommend their services to professional who need to invest, but don't know where to go"
" The plan and strategy which Pratibha Wealth made for me has been working perfectly for the last 7 years and even survived the COVID crisis. The firm takes a proactive approach, keeps open communication and constantly provides updates on the markets. Gaurav, is a true professional who is patient and does not panic and invokes total trust and confidence. I highly recommend Pratibha Wealth to all"
" While all advisors claim to offer right advice, very few like the team at Pratibha Wealth patiently give you time, break down the market complexities and give a balanced view and allay emotions. Their approach is simple. They evaluate your goals, create a strategy as per your risk profile, select the appropriate funds and make necessary changes as and when required. I highly recommended them to anyone looking to create wealth"
Shubham, A/17 Nirala Nagar, Lucknow-226020