Founded in 2008, Pragmatic Wealth Management Pvt. Ltd. positions itself as a "Personal CFO" for its clients. The firm focuses on delivering unbiased, process-driven financial advice and wealth management solutions. Their core mission is to help clients achieve their financial goals, such as retirement, children's education, and wealth creation, through comprehensive financial planning and disciplined investment management. They are registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser.

Founded in

India