Welcome To Prayash Investment Services
A reputed name for comprehensive financial and product distribution services.
At Prayash Investment Services , we believe that true financial planning is not about products—it's about people. Our mission is to simplify and streamline your financial life by creating customized strategies that help you preserve wealth, plan efficiently, and invest wisely.
Whether you're just starting out or managing significant assets, our approach is centered around one principle: your financial journey should reflect your life’s unique goals, responsibilities, and dreams. That’s why we take the time to understand your current financial position, life circumstances, and future aspirations before making a single recommendation.
We offer a comprehensive range of services, including:
- Personalized financial planning
- Risk and insurance assessment
- Investment planning across multiple asset classes
- Tax-efficient strategies
- Regular portfolio reviews
- Behavioral coaching and real-time support
As AMFI-registered mutual fund distributors, we take pride in being product-agnostic and client-focused. Our team is committed to building long-term relationships rooted in trust, accessibility, and consistent communication.
We work with:
- High Net-Worth Individuals (HNIs) looking to structure and grow their wealth
- NRIs seeking a trusted partner to manage and optimize their India-based financial assets
- Professionals and families planning for long-term milestones like retirement, education, or legacy creation
At Prayash Investment Services LLP, there are no fixed hours, no complicated jargon, and no one-size-fits-all plans—just straightforward, expert advice delivered with care.
Please feel free to reach out to us at any time for anything. We’re here for you—always.
To empower 1000 individuals and families with personalized, transparent, and trusted financial guidance, enabling them to make informed decisions, build long-term wealth, and lead financially confident lives.
To become one of India’s most trusted financial partners by transforming how people plan, invest, and secure their future—with integrity, simplicity, and a human touch.
What We Offer
We begin by understanding your financial background, lifestyle, goals, and risk appetite. No generic templates—just thoughtful, data-driven insights aligned to your life stage.
Our Team
Founder & Investment Advisor
Pratik is a highly accomplished investment professional with over 15 years of experience in the Indian and US markets. He began his career with Tata Capital, gaining strong insights into Indian equities and fixed income. For a decade, Pratik was based in Dubai, where he worked with a prestigious Single-Family Office and managed investments of over USD 250 million (₹2,000+ crore) across equities, fixed income, and alternatives. In 2025, he returned to India to embark on his entrepreneurial journey with Prayash Investment Services, driven by his vision to bring global best practices to Indian investors.
Known for his fundamental, research-driven approach and disciplined asset allocation strategies, Pratik has consistently delivered value creation for long-term investors. His ability to navigate complex markets and adapt to evolving opportunities makes him a trusted advisor to high-net-worth families.
He holds an Engineering degree from VJTI and an MBA in Finance from JBIMS, alongside the globally respected CFA and FRM designations, underlining his strong academic and professional foundation.
Founder & Investment Advisor
Yash brings over 10 years of experience advising clients on wealth management, with a strong specialization in mutual funds and derivatives trading. An astute observer of Indian markets, he has witnessed the growth of the mutual fund industry first-hand and believes in the power of long-term, disciplined investing for wealth creation.
Yash combines his analytical rigor with a passion for simplifying complex financial strategies, helping clients make confident, well-informed decisions. His approach emphasizes risk management, strategic asset allocation, and value creation, ensuring portfolios remain resilient across market cycles.
Outside of his professional life, Yash is a cricket enthusiast and an avid traveler who loves exploring new destinations.
