Profile

 Pragmatic Investments

Introduction

Pragmatic Investments is a comprehensive financial planning consultancy.  Pragmatic’s services are comprehensive in terms of offered products (mutual funds, equities & derivatives, commodities, insurance planning) and depth of research.  Pragmatic Investments serves the Kalyan area (Mumbai central-line suburb). 

Pragmatic will be generating new clients through a combination of networking and monthly public seminars that introduces otherwise unreachable segments of the population.  Besides the seminars developing new business, it is also a way that Pragmatic can give back to the community.

Pragmatic Investments is a sole proprietorship firm.

Mission

Pragmatic Investments mission is to provide comprehensive financial planning services for our customers.  We exist to attract and maintain customers.  Our services will exceed the expectations of our customers.

Success will be measured by our clients choosing us because of their belief in our ability to meet or exceed their expectations of price, service, and expertise.

Objectives

The objectives for the first three years of operation include:

  1. To create a service-based company whose primary goal is to exceed customer’s expectations.
  2. To increase the number of clients served by at least 20% per year through superior performance and word-of-mouth referrals.
  3. To develop a sustainable financial management company that generates value for their customers. 

Keys to success

  • A wide variety of business services and financial products that is affordable, available and understandable.
  • Personal contact and service that meets or exceeds the expectations of our clients.
  • Services and products that are delivered with accuracy and timeliness.
  • Relationships with our clients that fosters renewal business.
  • A reputation in the community for its honesty and integrity.

Services

Pragmatic Investments is a comprehensive financial product distribution and planning consultancy.  Pragmatic Investments is a stock sub-broker.

  • Stocks. Pragmatic Investments is a SEBI registered sub-broker affiliated to Karvy Stock Broking Ltd, allowing them to trade equities and derivatives. 
  • Mutual Funds. Pragmatic Investments is AMFI certified corporate agent dealing in distribution of mutual funds. Currently we have direct tie-up with DWS Investments (Deutshe Asset Management), Sahara Mutual Fund, Birla Sun Asset Management, Reliance Mutual Fund and is in a process of tie-up with other fund house. We have also empanelled with Karvy Finapolis which facilitates distribution of products of other fund houses.  
  • Insurance. Pragmatic Insurance is channel partner of Bajaj Allianz Life Insurance Company Limited and we have insurance agency business.

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