About

The cornerstone of Prakash Joshi's wealth creation philosophy is based on "Tailor made financial solutions". He is pragmatic in his approach and provides customized solution for every financial crisis. His consistent and trustworthy financial plans have earned him respect from a peon to a president.

With more than three decades of experience, he is a veteran in the field of finance. His number crunching skills started encompass a wide variety of fields. However managing FINANCIAL PORTFOLIO MANGMENT is his specialization. Rooted in principles of yoga and meditation, his approach has a quality of calmness and stability.

Services

Financial Portfolio Management

Free yourself from financial fear with appropriate planning and implementation.

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Insurance

Insurance provides you with a security during crisis. You can receive a compensation against that loss.

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Loan

We assist our clients to get best interest rates on loans in minimum time.

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Investment

The foundation of successful investing is long term vision of building an investment stretegy.

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Ideal Cient

We believe in commitment and long term relationships and thus its important for us to come together in a space Of trust and shared philosophy with our clients.

Our list of clients segments include

  • Professionals like doctors, lawyers, architects, chartered accountants etc
  • Salaried Individuals across MNC's or other businesses
  • Family Business Owners

Client Testimonials

Investment Tips

5 Safe Investment Tips for the First-time Investors

If you are looking for to do an investment this are five things you need to take care about...

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5 Safe Investment Tips for the First-time Investors

If you are looking for to do an investment this are five things you need to take care about...

Read More

5 Safe Investment Tips for the First-time Investors

If you are looking for to do an investment this are five things you need to take care about...

Read More

5 Safe Investment Tips for the First-time Investors

If you are looking for to do an investment this are five things you need to take care about...

Read More