Prosaver’s Approach
Providing Result-Oriented Solutions Adding Value to Every Rupee Saved. | There are distributors and then there are Prosavers. We believe in adapting to the challenges of changing times and competition. Unlike most distributors, we do not distribute financial products without any concern and regard for our clients financial or investment needs.
How many distributors have you known, who have understood your appetite or tolerance for investment risk before suggesting a financial product, and check if the product of your choice will suit your need of achieving a goal, given its time horizon? As much as we respect the proven age-old methods of personal financial management and investing, we believe in thinking out of the box to protect the financial future and interests of our clients.
Prosavers educates you and helps you take informed financial and investment decisions yourself rather than merely selling you some instruments. We are true believers of mutual growth. That is why our team of experienced relationship managers are trained to patiently understand the needs of our clients, educate them, provide alternatives, and help them on their journey to achieving financial independence.
Our Vision
To become and remain a leader in the financial services industry in India and globally
Our Mission
To help individuals and families achieve financial independence in their lifetime
Our Values
Proficient – Rational – Open – Systemic – Accountable – Values – Ethics – Reliable – Synergy
Proficient: We are a team of professionals, with relevant education and experience, keen on continuing professional education, and delivering best solutions to people’s financial needs.
Rational: We not only distribute financial products but also carefully check for the products’ suitability to the clients’ profile and needs within the purview of the regulations.
Open: We are always open to learn; to explore new solutions in the form of suitable and relevant financial products; to adopt innovative strategies to deliver great experience to clients and staff; and to feedback and criticism so that we can constantly scale new heights.
Systemic: We offer you a great range of financial products and services that can address our clients’ financial needs and goals.
Accountable: We feel accountable for the quality of the products and services we facilitate and their suitability to our clients’ personal financial position.
Values: We pride ourselves for our client-centric values and client-first philosophy.
Ethics: We respect and abide by the professional code of ethics and guidelines.
Reliable: We are dependable. We do not just sell or facilitate advice. We provide service to our clients. What makes us reliable? The fact that our business and growth depend on our clients’ delight in dealing with us.
Synergy: We are driven by our mission and vision. That is why we collaborate with reliable and efficient professionals and renowned financial product manufacturers to provide our clients the best financial products and services, in the sense that they are suitable to the clients’ needs.
Prosaver’s Basket
We facilitate purchase of a wide range of investment, insurance and liability products to individuals and institutions. The range of products include Mutual Funds, Portfolio Management Service (PMS), Alternate Investment Fund (AIS), Fixed Income, Life Insurance, Health Insurance, Motor Insurance, Housing Loan, Mortgage Loan, Business Loan and Personal Loan etc.
We ensure that the products we distribute are relevant to the prevailing social and economic conditions at micro level and that they are suitable and relevant to our clients in achieving their financial goals such as protection from financial risks such as death, accident and hospitalization, children higher education, old age income and healthcare expenses, tax planning, and financing for various material needs etc..
We believe in maintaining a positive mindset, creating partnership with a purpose, and always striving for significant outcomes. When you work with us, you should expect professionalism with transparency and consistency.We offer varieties of financial products so you can pick the right ones that will help you achieve your goals as advised by your financial planner.
Our Team
Mr. Sudhakar Reddy
Life insuranceMr. Sudhakar Reddy began his career Oct 2006, in life insurance had successful journey for 14 years in various profiles in wealth management and insurance planning. He is good in evaluating the right solutions for client needs with unbiased advice for their financial goals, do portfolio recommendations and supports with portfolio reviews at regular intervals.
Mr. SNJK Venkatesam
financial advisory servicesMr. SNJK Venkatesam, CFP practicing financial planner with 15 years’ experience in financial advisory services. He is a coach and the author of Roots of Financial Freedom, a reference guide for individuals, students and financial advisors. He witnessed the rise financial planning profession in India since its nascent stage. In his career he worked with leading financial planning and broking concerns such as Bajaj Capital Limited, and ICICI Securities Limited.