Pramada Advisory & Consultancy Pvt Ltd. is a Wealth Management Advisory Firm formed by seasoned professional.
Rajneesh Kr. Singh - Founder and Director
Pramada Advisory & Consultancy Pvt Ltd. is the brainchild of Rajneesh Kr. Singh. Rajneesh heads Pramada and is responsible for its overall growth. He has spent the last 19 years in the Indian Financial Services Industry. An effective & committed leader with spotless integrity and passion with deep understanding of financial products having more than 19 years of vintage experience with Renowned Financial firms. Prior to founding Pramada Advisory & Consultancy Pvt Ltd. in Nov 2017, Rajneesh had worked with SBI Mutual Fund and Bajaj Capital in various Senior Leadership Roles. He has also helped in setting up different businesses in the financial sector proving his entrepreneurial skills. His continuous dedication towards work has made him recognition in the Industry.
Pramada Advisory is a one stop personal finance service provider to individuals and corporates. We are in business of advising, executing and managing portfolio within carefully designed process framework in order to build wealth and save money for our customers. We act as the single point service provider where all financial, investment and tax planning services are offered under one roof. We guide our client to achieve financial freedom and get a healthy financial well being for the rest of their life.
What drives us through our journey is the desire to excel with our best-in-class research based advisory services. We have an excellent track record for the best customer satisfaction. We have earned accolades from our clients for our quality research, unbiased advise and timely services.
We, at Pramada Advisory, bring value to the investment process, not just at initial stage but through the investment’s time horizon. We focus on adding significant value to the portfolio selection and review process including tax consequences of buying and selling various investment products as also develop strategies to minimize the tax.
We recognize the fact that every investor is different, with different financial goals, different tolerances to risk, different personal situations and different desires. Keeping these factors at the forefront, we design and monitor our clients’ portfolio in the manner that is appropriate to their risk level and allow them to achieve their objectives.
We rely mainly on Mutual Funds to create wealth for clients. We strongly believe that Mutual Funds provide the best in terms of variety, liquidity, flexibility, professional fund management, transparency and tax efficiency. That’s why; it is possible to design a portfolio for a lay investor as well as the most sophisticated one with the help of Mutual Funds alone.
Apart from Mutual Fund, we have created our expertise in Portfolio Management Services (PMS), General & Life Insurance. Our functioning involves complete analysis of an individual portfolio. Post analysis, we educate them about their existing investments and risk managing insurance policies.
Our strong support, technology-driven operations and business units of research, distribution and advisory coalesce to provide you with a one-stop solution to cater to all your investment needs. We provide online access to your portfolio on a Real Time Basis. Also we provide ONLINE PLATFORM to invest in Mutual Funds .
Vision - Our vision is to be a responsible player in the financial services industry.
Goal - Our goal is the Pramada should be recognized as a brand of trust and integrity.
“ We create the link between your needs and the solutions”