- +91 9820431043
- plan@prakashbjoshi.com
- 201, New Kamal Kunj Society, Daulat Nagar, Borivali East, Mumbai
Tailored Financial Solutions
Invest with Confidence
Personalized Investment Strategy
No two investors are the same—your financial goals, risk appetite, and timeline are uniquely yours. That’s why a one-size-fits-all approach to investing simply doesn’t work. At [Your Company Name], we offer Personalized Investment Strategy services that are built around you, not around market noise or sales targets.
With over 15 years of experience and a proven track record of wealth creation, we help you grow, preserve, and enjoy your wealth through strategic, research-backed planning.
Mutual Funds Investment
Grow your wealth with curated mutual fund portfolios that align with your risk appetite and goals. From debt funds to equity and hybrid funds, we provide long-term solutions tailored for Indian and global investors.
Equity and Stock Market Support
Unlock the potential of Indian stock markets. We guide clients through high-growth opportunities while managing risk effectively.
Real Estate Advisory in Mumbai
Invest confidently in Mumbai’s booming real estate market. We assist in identifying high-yield residential and commercial properties—ideal for both Indian investors and NRIs.
Insurance Planning
Protect your family’s future with comprehensive life, health, and term insurance planning.
Loan Assistance
Need financial leverage? We help secure home, business, and personal loans at competitive rates.
1. Goal Mapping
We begin with an in-depth discussion to understand your financial goals, life milestones, income streams, and time horizons.
2. Risk Profiling
We assess your risk appetite using advanced tools and real conversations, ensuring your investments don’t just grow, but grow at a pace you’re comfortable with.
3. Strategy Building
We craft a tailored portfolio across asset classes, including equity, debt, mutual funds, gold, PMS, and AIFs—built on data, not speculation.
4. Performance Monitoring
You get regular reviews, rebalancing when needed, and full access to performance dashboards to track your progress in real time.
5. Ongoing Support
As your life changes, so will your investment needs. We adjust your strategy dynamically to stay aligned with your evolving goals.
Why NRIs Trust Us?
India’s financial and real estate sectors are ideal for NRIs seeking both emotional and monetary returns. With our local presence in Mumbai and deep market insights, we simplify investing from abroad and help NRIs from the US, UK, UAE, Singapore, and beyond build a strong India-based portfolio.
Start Your Wealth Journey
Tell us your goals—we’ll build the plan to reach them.
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A smart financial plan does more than grow your wealth—it protects it. Whether you're preparing for education, marriage, retirement, or life's uncertainties, our proven approach to Financial Planning and Risk Management helps you stay secure, stress-free, and future-ready.