Company Information

Get to know Pragmatic Wealth Management Pvt. Ltd

Founded in 2008, Pragmatic Wealth Management Pvt. Ltd. positions itself as a "Personal CFO" for its clients. The firm focuses on delivering unbiased, process-driven financial advice and wealth management solutions. Their core mission is to help clients achieve their financial goals, such as retirement, children's education, and wealth creation, through comprehensive financial planning and disciplined investment management. They are registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Pragmatic Wealth Management Pvt. Ltd

India

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.