Founder of Pratibha Capital, Mr. Vilas Harwalkar, and Pratibha Harwalkar, Certified by AMFI and IRDA, we offer expert services in Mutual Funds and Insurance. Our specialties include Comprehensive Financial Planning, Wealth Management, Family Need Analysis, and Portfolio Management. With a focus on your long-term goals, we provide personalized solutions tailored to your needs. Our mission is to deliver fast-track financial solutions, ensuring a secure retirement and goal achievement. Trust us to navigate the complexities of finance while you enjoy peace of mind. Let's embark on this journey together towards financial freedom.
Mutual Funds simplify investing by pooling money to create diversified, professionally managed portfolios.
PMS and AIF offer personalized investment strategies and access to alternative assets for high-net-worth individuals.
Estate Planning ensures the efficient distribution of assets and minimizes taxes for a smooth transfer of wealth.
A Home Loan helps you finance the purchase or construction of your dream home with flexible repayment options.
Tax Planning involves strategically organizing finances to minimize tax liabilities and maximize savings.
Retirement Planning helps secure your financial future by saving and investing for a comfortable life after retirement.
"Pratibha Capital is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions."
"This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions."
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.