About us

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Who We Are

At Jaagrav Wealth, we believe financial growth isn’t a coincidence—it’s a choice backed by strategy, research, and smart planning. Founded with a vision to empower individuals and businesses, we offer personalized wealth management solutions designed to build, preserve, and grow your assets. With over 200+ successful projects and a decade of experience, our journey is rooted in trust, innovation, and transparency. Whether you're a first-time investor or looking to diversify your portfolio, Jaagrav Wealth stands by your side as your financial growth partner.

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Years Experience

Our Services

Trusted by 200+ Investors

Your guide to financial freedom

We help individuals and families plan, protect, and grow their wealth with confidence. Smart investments, tax strategies, and goal-based planning—all under one roof.

Goal-Oriented Planning

We align every investment decision with your short-term and long-term financial goals.

Diversified Strategies

We tailor portfolios with smart asset mixes to reduce risk and maximize your long-term returns.

Transparency & Trust

No hidden fees. No guesswork. Just smart, informed financial decisions.

Sustainable Growth

We focus not just on returns but also on financial security for future generations.

Whether it's mutual fund investments, tax planning, or retirement solutions, Jaagrav Wealth helps you navigate the financial landscape with confidence and clarity.

What Investors Say About Us

Investors praise our transparent approach, personalized guidance, and user-friendly platform. At Jaagravwealth their trust is our greatest endorsement

" Jaagravwealth gave me complete clarity about my investments. Their advice is practical and easy to follow."

Deepak Salotri

"I was confused about my retirement planning, but thanks to Jaagravwealth's team, I feel much more secure about my future now."

Amal Karmakar

"Highly professional and trustworthy service. They explained complex financial strategies in a way I could actually understand."

Rajesh Ahuja

"Their tax-saving tips and investment plans have helped me a lot. I’d happily recommend them to my family and friends."

Vanita Jindal

"From wealth growth to protection, Jaagravwealth has guided me every step of the way. I truly appreciate their personal approach."

Vishwanath

"Excellent consulting service with genuine experts. My portfolio performance has improved since I started working with them."

Ramnarayan Singh

"Before working with Jaagrav Wealth, I had no idea where to start with my finances. Their personalized approach and regular updates have given me confidence and peace of mind."

Prabha Deshpande

"I was nervous about investing for the first time, but the team at Jaagrav Wealth made the process simple and stress-free. I’ve already seen great results."

Rushikesh Pullarwar

"Jaagrav Wealth helped me restructure my business finances and plan for long-term growth. Their strategies are clear, effective, and easy to implement."

Harendra Choudhari

"I wanted to start saving early but didn’t know how. Jaagrav Wealth gave me a structured financial plan that fits my income and future goals perfectly."

Rashmi Kodayat

Meet Our Leadership Team

Meet our leadership team at Jaagravwealth With expertise in finance, technology, and strategy, they drive our success forward.

Pavlo Bohdan

Investment Analyst

Pavlo Bohdan

Financial Advisor

Emma Sophia

Fund Manager

Jordan Eugenio

Retirement Planner