About Us

Welcome To My Firm

We as Pratham Invest incorporated in the year 2006 and at present having 300 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.

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

Years Of
Of Awards

Our Philosophy

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Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach

Our Team Members

Mr. Dharmesh D Mehta
Mr. Dharmesh D MehtaChief Advisor
Mr. Dharmesh Dhansukhlal Mehta is the National Sales Head for NJ India Invest Pvt Ltd. One of the oldest in NJ India Invest Pvt Ltd, he has over 18 years of rich experience in the financial services industry. An MBA by education, Partner is known for his deep understanding of the distribution practices and its challenges.
Mr. Arun Patel
Mr. Arun PatelRelationship Manager
Arun Patel is the Relationship Manager, having an experience over 15 years in the financial services industry. He is responsible for investment advisory and portfolio management.
Miss. Khushbu Pradip Sharma
Miss. Khushbu Pradip SharmaRelationship Manager
Khushbu Pradip Sharma works a Operational Head in Pratham Invest since 2018
Miss. Dhwani Rakesh Pachchigar
Miss. Dhwani Rakesh PachchigarExecutive
Miss. Dhwani Rakesh Pachchigar works a Back Office in Pratham Invest since 2021
Mrs. Bharti Jitendra Mistry
Mrs. Bharti Jitendra MistryExecutive
Mrs. Bharti Jitendra Mistry works a Back Office in Pratham Invest since 2022

We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Contact Us

Pratham Invest
Office Address:
204, Royal Trade Centre,
Opp. Star Bazaar,
Adajan Pal Road,
Surat - 395009.

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