Welcome To My Firm
We as Pratham Invest incorporated in the year 2006 and at present having 3000 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Services
Financial Planning
Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.
Retirement Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Our Philosophy
Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
Our Team Members
Mr. Dharmesh MehtaFounder
Mr. Dharmesh Mehta, founder of Pratham Invest, has been leading the firm since its inception in 2006. A Bachelor of Commerce graduate, he is known for his in-depth understanding of distribution practices and the challenges within the investment landscape. As a channel partner of NJ Wealth, he brings added value and credibility to the firm’s offerings. With a strong focus on client trust and long-term relationships, he has successfully built a base of over 3,000 satisfied clients, establishing Pratham Invest as a respected name in the industry.
Mr. Arun PatelSenior Assistant
Arun Patel, Senior assistant at Pratham Invest, has been with the firm since its inception in 2006. A true backbone of the organization, his deep-rooted commitment and long-standing client relationships have played a vital role in shaping the company’s journey from the very beginning.
Miss. Khushbu SharmaRelationship Manager
Khushbu Sharma has been associated with Pratham Invest since 2018. Starting her journey in operations, she now serves as a Relationship Manager, known for her commitment to client satisfaction and deep understanding of investment solutions. Her growth reflects her dedication and the trust she has earned over the years.
Miss. Dhwani PachchigarSenior Executive
Dhwani Pachchigar has been a part of Pratham Invest for the past 4 years, serving as a Senior Executive. Known for her precision and reliability, she plays a key role in ensuring smooth backend processes. She holds an M.Com degree, adding academic strength to her practical expertise.
Mrs. Bharti MistryExecutive
Bharti Mistry has been an integral part of Pratham Invest for the past 3 years, efficiently handling operations. Her dedication and attention to detail ensure smooth day-to-day functioning and client service excellence.
Mr. Karan PurohitAssistant
Karan Purohit is assistant at Pratham Invest, known for his youthful energy and client-focused approach. He has been part of the team for 1 year and holds a BBA in Finance.
Miss. Avni KaniyaMarketing Executive
Avni Kaniya, the newest member of Pratham Invest, joins as a Marketing Executive. She holds an MBA in Marketing, bringing with her a strong academic background and a fresh approach to brand communication.
