About Us
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In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.
We are having more than a decade of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Savings, retirement Savings and insurance.
Our main aim is to provide investment services keeping in mind client’s short and long-term wishes by using various AI based tools.
Our Approach:
Making an ‘investment’ of mind, to earn an ‘interest’ of trust
Our in-depth market knowledge, research expertise and personalised outlook leads us to giving you customised solutions depending on what stage you are on in your life. Not just that, at ProInvest, we go a step beyond just managing your wealth. We also educate you about the same, so that you know exactly where your money is growing, and how. We call it EduGrow. Through this, we ensure that our customers have a better understanding of the investment markets.
And it’s this customer-centric approach that earns us the unwavering trust of our customers.
Our Vision:
We aim at excelling with our research, expertise and transparency to become one of the most trusted wealth management firms in the country. With our interpersonal skills and a personalised approach towards customers, we wish to create our own unique niche in the wealth management industry.
Team ProInvest
Mr. Pradeep Doshi
Founder, ProInvest
With a rich experience of 35 years in the financial domain, Mr. Pradeep started ProInvest in 2000, with consultation on equities. With his vision in place, he always aimed at making ProInvest one of the most trusted wealth management companies in the country.
Before venturing into the Equity advising, he worked with Kirloskar Oil Engines Pvt. Ltd. in their finance department. At ProInvest he involves himself in client relationships, accounting & finance, and envisages the future goals of the company.
Mr. Jaydeep Doshi
Co-founder and CEO, ProInvest
Mr. Jaydeep Doshi joined the business in 2007. On having acquired MBA-Finance, Mr Jaydeep worked with some prestigious finance companies including Motilal Oswal and ILFS Investment Ltd. He has also acquired certification in Behavioural Finance from IIM-Ahmedabad and certification on Digital technology from MDI Gurgaon as on-going courses. Mr. Jaydeep shares the same vision as his father’s. He has shaped the philosophies of the company and introduced new products to the company’s portfolio.
He has been continuously involved in social activities by associating himself with school education of children and development of small villages.
Being extremely careful while choosing their partners, ProInvest has always safeguarded their clients’ investments, even in global slowdowns like that of 2008. This assurance has led to a trusting and committed customer base for the company. With over 1200 crores of assets under administration across various financial instruments for over 3000 customers, this father-son duo has established an organisation that functions only on their ethics and expertise.