Pranitya Wealth

Pune, India Founded: 2020 • Age: 6 yrs
Offers financial planning, tax advice, risk management, and mutual fund services.
Annual revenue $2.4M Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 5 Services tracked
Competitors - Brand Intelligence

About Pranitya Wealth

Pranitya Wealth is a company based in Pune (India) founded in 2020. It operates as a B2C. Pranitya Wealth offers products and services including Financial Planning, Tax Planning, Risk Management, Mutual Fund Services, and Broking Services.

  • Headquarter Pune, India
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Legal Name Pranitya Wealth Advisors Llp
  • Jurisdiction Pune City, Maharashtra, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $2.42 M (USD)
    0
    as on Mar 31, 2024
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Pranitya Wealth

Pranitya Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Tax Planning, Risk Management, Mutual Fund Services, and Broking Services.

Product name locked
Category locked
Primary

Process of managing finances to achieve personal life goals effectively.

Product name locked
Category locked
Locked

Strategies for optimizing taxes beyond basic exemptions and savings.

Product name locked
Category locked
Locked

Tools to mitigate risks in wealth creation and investment activities.

Product name locked
Category locked
Locked

Distribution and advice on mutual funds for portfolio diversification.

Product name locked
Category locked
Locked

Assistance in broking for securities and investment transactions.

Funding Insights of Pranitya Wealth

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Detailed funding history for Pranitya Wealth

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Investments & Acquisitions by Pranitya Wealth

Investments
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Investment portfolio details for Pranitya Wealth

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Financial Statements - Pranitya Wealth

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Detailed financials for Pranitya Wealth

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Pranitya Wealth Comparisons

Pranitya Wealth Primary company
Description
Offers financial planning, tax advice, risk management, and ...
Location
Pune, India
Founded Year
2020
Annual Revenue
$2.42 M (USD)
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Pranitya Wealth

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Competitors of Pranitya Wealth

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Latest news on Pranitya Wealth

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Complete news archive for Pranitya Wealth

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Frequently Asked Questions about Pranitya Wealth

Pranitya Wealth was founded in 2020.

Pranitya Wealth is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.

Annual revenue of Pranitya Wealth is $2.42M as on Mar 31, 2024.

Pranitya Wealth LLP, based in Pune, India, is a financial services firm founded by Mr. Pravin Bhalerao, focusing on personalized solutions for clients wealth management needs. They provide services like mutual fund distribution, financial planning to meet life goals, tax planning beyond basic exemptions, and risk management to balance wealth creation. The firm emphasizes unbiased advice through an open platform, catering to individuals seeking long-term, value-driven financial strategies while addressing succession and investment objectives.

Pranitya Wealth offers Financial Planning, Tax Planning, Risk Management, Mutual Fund Services, and Broking Services.

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