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Directory → Financial Services → Vadodara → Pragati Funds
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Pragati Funds
Financial Planning | Wealth Management | Retirement Planning | Mutual Funds | Direct Equity | Bonds | Fixed Deposits | Alternative Investments
What Pragati Funds does
Pragati Funds is an AMFI-registered mutual fund distributor in Vadodara, India. The firm provides investment and insurance solutions covering mutual funds, life insurance, health insurance, general insurance, bonds and direct equity. Its services include financial planning for goals such as children's education, marriage, home planning and retirement. The firm is promoted by Sanjay Relekar, who holds an MBA in Finance and has more than 25 years of experience in personal finance and investments. The website says its investment planning follows a defined process for each transaction.
Summarised from the business's own website, checked October 2026. Not written or endorsed by the business.
About
Financial Advice In Vadodara
Choosing a financial services provider
Before handing over money or financial details, confirm the firm is authorised by the financial regulator where you live. That is the single most important check.
What to check
- Authorised or registered with the financial regulator
- All fees and commissions stated in writing
- Whether advice is independent or limited to certain products
- How complaints are handled
Questions to ask
- How are you paid for this?
- What are the risks, in plain words?
- What happens if I want to leave or move my money?
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