
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

Pratap Yadav
Founder & CEO

Tanmay Yadav
Relationship Manager

Rutuja Khade
Health Insurance Head

Ravindra Chavan
Life Insurance Head

Ganesh Desai
Service Executive



