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About company

Providing the best Services to customers

Progressia Wealth Pvt Ltd is a leading mutual fund distribution company dedicated to helping individuals and institutions achieve their financial aspirations through intelligent investment solutions. With a team of seasoned financial experts and a vast selection of top-tier mutual fund products, we are committed to simplifying the investment process and guiding our clients towards financial success.

Our Core Values

Client-Centric Approach

Our clients' interests always come first. We listen to their needs, understand their financial goals, and tailor investment strategies that align with their aspirations.

Integrity and Transparency

We uphold the highest ethical standards, ensuring transparency in all our dealings. Honesty and integrity are the cornerstones of our relationships with clients and partners.

Expertise and Knowledge

Our team of dedicated professionals possesses a wealth of financial expertise. We continuously educate ourselves to stay abreast of market trends and investment opportunities, providing our clients with the most relevant and up-to-date advice.

Diversified Fund Selection

We offer a diverse range of mutual fund products carefully curated from reputable fund houses. This variety allows our clients to build well-balanced portfolios tailored to their risk tolerance and investment objectives.

Personalized Guidance

We understand that every investor is unique. Our personalized approach ensures that each client receives tailored guidance and support throughout their investment journey.

Innovation and Technology

Embracing cutting-edge technology, we provide intuitive online platforms that make investing convenient and accessible to all, without compromising on the human touch.


Our commitment to our clients extends beyond the initial investment. We offer ongoing support, regular performance reviews, and portfolio adjustments to adapt to changing circumstances.

Why Choose Us


With 15 years of industry experience to our expert team, we have garnered a reputation for excellence in mutual fund distribution and financial advisory services.


Skip all the complex math in the app. Get actionable insights on saving money and improving returns on your investments.


No need for any account details, passwords. Plus, Bank-Level security makes it safe to use.

Unbiased Advice

As an independent firm, we remain free from any conflicts of interest, ensuring unbiased recommendations solely based on what best serves our clients' financial goals.

Security and Trust

Our robust security measures safeguard our clients' sensitive information and investments, providing them with peace of mind.

Community Engagement

We believe in giving back to the community and actively participate in philanthropic initiatives that create a positive impact on society.

Our Mutual Fund Partners

what we’re offering
"Our offerings encompass a full suite of financial services to support your financial goals and Experience a one stop solution for all your financial planning requirements."
Mutual Fund

Mutual Fund

We are an AMFI-registered mutual fund distributor.
Life Insurance

Life Insurance

Guard your finances by opting for complete protection for you and your family
Health Insurance

Health Insurance

Cover your medical expenses through mediclaim insurance.
Corporate FD

Corporate FD

Corporate FDs offer higher interest rates compared to banks.


Systematic Investment Plan in Mutual Funds



Investing in NPS makes for a great retirement savings scheme.


Bonds pay regular interest, and bond investors get the principal back on maturity.


A Systematic Withdrawal Plan (SWP) is a facility that allows an investor to withdraw money from an existing mutual fund at predetermined intervals.
About company

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