Proact – Financial Services

AMFI – Registered Mutual Fund Distributor

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Best recommendation

We offer the most generous offers and assist our clients in searching for the right financial product according to their requirements.

Experienced financial advisors

With industry-wide exposure and 10+ year of experience, we guide and suggest the best investment plans

Tailored service

Our goals are individually tailored to client needs, leading to an improved quality of life through better financial and investment management.

Why choose us?

ProAct Financial Services provides state-of-the-art wealth management services to all clientele. We aim to help our clients piece together their complete financial solution via building lasting and friendly relationships and providing an effective, ongoing service that takes away their worries. We also deliver made-to-measure financial solutions to ensure the right fit with your financial objectives.

Best recommendation:

We provide our clients with the best recommendations and assist them in finding the right financial product according to their needs.

Experienced financial advisors:

With industry-wide exposure and 10+ year of experience, we guide and suggest the best investment plans

Tailored service:

Our plans are individually tailored to client needs, leading to an improved quality of life through better financial and investment management.

Doing the right thing,
at the right time.

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Satisfied customers

Services

Mutual Funds

Mutual Fund is a potential financial instrument that pools the money from various people and invests in different financial securities like bonds and stocks.

Insurance Service

ProAct is a leading insurance service provider. To serve our clients better, we draw upon our knowledge and experience in predictive modelling.

Loan Solution's

We provide proactive financial advice to our clients in selecting the right bank and loan plan better in advance than relying on the Banks and NBFC.

Fixed Income securities

With our expertise in financial service, we always anticipate stable returns and investment safety. Fixed Income Securities is an ideal investment avenue that delivers good security and returns at the minimum risk.

Travel

We possess authorised association with Thomas Cook, and we handle the business operations and Juhu, Mumbai branch.

Direct Equity

We are a business associate of the Kotak Securities trading firm. As part of the service, we provide complete information about various investment services and products offered by Kotak Securities, such as equities, commodity trading, etc.

Testimonials

We can rely on this professional team for your financial guidance. Quick and appropriate response!

Reyansh

I had used their service for my property loan in the past and now for my mutual fund investment. Both the experiences were excellent.

Rishaan

One of the best financial advisors in Mumbai. Thank you, team, for helping me choose a suitable mutual fund scheme. I appreciate your support and expertise in financial service.

Rishit

Our Partner For Mutual Fund And Insurance Services

We are a GOLD circle partner with Thomas Cook, and we manage Juhu, Mumbai branch

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