A mission with a vision for helping individuals achieve their financial goals started way back in the year 2009. ProAct is one of India’s prominent financial investment services company, specialised in providing a spectrum of service, including Mutual Funds investment service, Investment planning, and Portfolio Management Service to investors. We help individuals with Loan solutions and Insurance service. Over the years, we have obtained a high position and emerged as a trusted and potential diversified financial services player. Our journey has been remarkable and steady, leading to growth and success.
We consistently strive to add more happy clients to our ever-growing clientele list and drive us to keep improving our service. Highly progressive client’s need for investment and a growing number of investment choices enabled us to cater for the best service accompanied with solid research.
The world of finance keeps on evolving. Business entities and individuals across the spectrum face complex financial structuring challenges in their journey. They require expert advice to stay ahead of the curve.
Since our inception we have persistently striven to keep up with the changing times and develop innovative management and financial consulting solutions to deliver persuasive economic outcomes.
A future that is financially secured is the goal and dream for everyone. The critical part in achieving this goal is setting the short-term and long-term financial goals, determining the right approach to reach the place, and adequately planning it. A professional financial planner can efficiently handle all these financial concerns. Our experience and expertise will be the guiding force to assist you in reaching your financial goals.
Core Values
We value the highest ethical
standards in all our operations
We value a commitment to
ethics,integrity, and excellence
Quality of execution through
our expertise and commitment
Our Expertise
Lender Coverage
With 10+ years of financial service experience, we have built a stable and evolving network of lenders from the banking and NBFCs sector that caters to your every financial need.
Wealth Management
Our wide range of financial services and products are designed to meet the growing needs of our customers, whether it is investment planning, debt management, bonds, and other financial plans.
Financial Solution
We strive to discover financial structuring scope insights with our clients. With broadened knowledge across the industries, we can generate quick perspectives on various financial solutions such as financial needs analysis, risk profiling, and investment proposal.