About Us

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Get personalised guidance from an experienced mutual fund distributor

PRATAP YADAV is proprietory firm incorporated in the year 2000 and at present having 400+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Why Us

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Vision

Our Vision is to help 1000 families to plan and achieve PEACEFUL RETIREMENT

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Mission

To help families achieve their financial goals like wealth creation, wealth protection, wealth progression and income generation

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Services

We offer a wide range of services to meet your financial needs:
  • Comprehensive Financial Planning
  • Goal Based Planning
  • Periodic Portfolio Reviews
  • Asset Allocation & Portfolio design
  • Client Centric Product & Services
  • Policy Servicing

Our Achievement

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Clients
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Cores of AUM
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Years of Experience
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Awards

Our Team

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At, Partner_Firm our mission is to provide our clients with the best solutions in wealth building. We are driven to provide clients with simple, unbiased and uncluttered guidance that adds value to their quality of life and results in actionable solutions.

Contact Us

PRATAP YADAV
64, Prakash Mansion,
186, Dr. Ambedkar Road,
Above Great Panjab Hotel
Dadar (E) Mumbai - 400014

Mob- 9869365388
E- pratapyadav1965@gmail.com
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