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About Progressia Wealth

Providing the best insurance policy to customers.
About company
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.

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+91 9168657743

OUR Mission
"At Progressia Wealth Pvt. Ltd., our mission is to empower individuals and institutions to achieve their financial goals through informed investing in mutual funds. We are committed to providing exceptional service, unbiased guidance, and a diverse range of high-quality mutual fund products. With a relentless focus on integrity, transparency, and innovation, we aim to be the trusted partner that our clients rely on to navigate the complexities of the financial markets. By fostering a culture of continuous learning and adapting to industry best practices, we strive to make investing accessible and rewarding for all, fostering financial well-being and prosperity for our clients and stakeholders alike."
Our Vision
"At Progressia Wealth Pvt. Ltd., our vision is to be the premier mutual fund distribution company, setting the standard for excellence in the financial industry. We aspire to be the trusted partner for investors seeking to grow their wealth and achieve financial freedom through strategic and informed mutual fund investments. Our ultimate goal is to make investing accessible, rewarding, and instrumental in transforming lives for the better, while contributing positively to the growth and prosperity of our stakeholders and communities we serve."

Philosophy

At Progressia Wealth Pvt. Ltd., we believe in transparency, integrity, and client-centricity. We strive to build long-term relationships with our clients based on trust and mutual success. Our aim is to simplify the investment process, provide unbiased advice, and offer innovative solutions that align with our clients’ financial goals.

Regulatory Compliance

 As a mutual fund distribution company, we strictly adhere to all applicable regulatory guidelines and ensure compliance with the relevant financial industry regulations. We prioritize client data privacy and maintain robust security measures to protect sensitive information.

We look forward to serving you and helping you navigate the world of mutual fund investments. Feel free to reach out to us for more information or to schedule a consultation with our expert team.

Team members

Meet Our Expert Professionals

Praveen (1)

MR.PRAVEEN SINGH
Director

As a highly motivated and experienced professional, I bring a wealth of expertise in the financial industry with a specific focus on mutual fund distribution. Throughout my 15 years of professional journey, I have been dedicated to empowering individuals and institutions to achieve their financial goals through informed and strategic investment solutions.

MRS. DEEPALI GAVANE
Director

Mrs. Deepali Gavane has a dynamic personality she believes in giving excellent services to clients by understanding their financial conditions, business modules, and investment plans. She is efficient in identifying and mapping business strengths and customer needs, always bringing in new business ideas and actionable insights that make a difference.

Our testimonials