We are independent and advise our clients with their interest as our motto. We are not influenced by promotions from various financial intermediaries. If you are looking for someone who is very ethical, honest, and has high integrity in the financial services area then it is none other than Prakala Wealth Management. You are in the right place
Prakala offers the following services to clients:
1. W
ealth Management
Right now large banks offer wealth management to their clients. To become their customer many times they prescribe a minimum net worth of Rs. 4 – 5 Crores ($ 1 Million). Such a service is not available to retail customers at present. Prakala’s focus is exactly to fill this gap and provide retail clients with a top notch service to create and grow their wealth at a much lower cost. In this service, we take a holistic approach of the client’s risk, ambition, goals, protection, and wealth needs. Based on our analysis we provide continuous service and keep constantly in touch with our clients. Many of our clients who utilize this service are far happier when compared with their previous larger sized providers such as banks and other bigger financial intermediaries.Above all you will be dealing with a small set of staff in our organization who knows you very well by your first name. Of course customized service happens with out mentioning…
2. Business Consulting
With the founder’s worldwide experience in strategy consulting, valuation, financial analysis, litigation support and other areas, we offer business consulting services to our clients. For Small and Medium Enterprises we provide valuable analysis, support, insight, and advice for taking their businesses to the next level. Specific areas of services include but not limited to Strategy Formulation, Valuation, Benchmarking, Decision Making, Financial Analysis, Performance Improvement, Business Restructuring, M&A, New Business Assessment, and Risk Management.
3. Mutual Funds (Please scroll down to view fund houses served by us)
We analyze, choose, and advice clients to invest in mutual fund schemes from more than 25 fund houses. We match mutual fund schemes with customer’s life time goals and ambitions.
4. Financial Planning & Advice:
We plan and advice for the financial needs and future plans of our customers. This is a tailor made solution focusing on the particular clients needs.
5. Brokerage/Demat/Bank Accounts:
We offer online brokerage and demat accounts through M/S Navia Markets Ltd. We offer commodity trading and demat accounts through M/S Geojit Comtrade Ltd. We have tie up with HDFC Bank and Axis Bank for your banking needs.
6.General & Health Insurance:
We advise, choose, and distribute motor, car, fire, mediclaim, house holder, and other general insurance products offered by Reliance General Insurance Company. Reliance General Insurance offers better service at very competitive prices. We also distribute Health Insurance provided by Apollo Munich Health Insurance Co. and Star Health and Allied Insurance Company.
7.Life Insurance:
We advise, choose, and distribute all life insurance products offered by HDFC Standard Life Insurance Company Ltd. - Term Life, ULIP, Pension, Traditional, and all other policies. HDFC is a well know name and have high ethics and integrity in their businesses.
8.Corporate FDs:
Currently we are offering fixed and cumulative deposits offered by a wide spectrum of companies including but not limited to Sundaram BNP Paribas Home Finance, ICICI Home Finance, HDFC (Housing Development Finance Corporation), Dewan Housing Finance, Tata Group, Mahindra Group, Shirram Transport Finance, and many more companies. These deposits carry good credit ratings and offer a very good yield with safety. These plans also offer monthly incomes which will come handy for senior citizens.
9.Commodity Broking and DMAT
10.Housing Finance
We also provide financial planning for individuals and corporates.
