Built on Trust. Focused on Your Growth.

In 60 mins, Gain control of your life. Plan all your life goals. Get clarity.

Over the years, we’ve earned the trust of our clients by staying consistent, transparent, and committed to doing what’s right. Every recognition and milestone we’ve achieved reflects one simple thing our dedication to helping you grow your wealth the right way, with honesty and clarity.

Call Us

+91 9835124444

Mutual Funds & Stock Broking

Smart investing and trading with expert guidance.

PMS and AIF
Services

Tailored portfolio strategies for focused investors.

Loan Againts Securities

Get liquidity without selling your
assets.

Download Bargad App

Take control of your investments with the Bargad App. Manage PMS, AIF, and Loan Against Securities easily-all in one simple, secure platform.Start investing smarter today.

Your Reliable Partner in Building Wealth

At Poonam Securities, we don’t just execute transactions , we help you shape your financial future. With experienced advisors, tailored strategies, and access to quality investment opportunities, we guide you confidently at every step.
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Expert Advisors
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“The goal of a successful trader is to make the best trades. Money is secondary.”

~ Pravin Kr Murarka

Our team will partner with you to:

  • Set Clear Goals

    Understand what truly matters to you and align your money with your life goals through thoughtful planning.

  • Create a Smart Plan

    Design investment strategies, allocate assets wisely, and build a portfolio that fits your needs.

  • Bring Everything Together

    Use smart tools to connect all parts of your financial life and give you a complete, clear picture of your wealth.

  • Improve Your Results

    Enhance returns with better tax planning, cash flow management, and long-term legacy strategies.

  • Manage Liability

    Handle loans, banking needs, risk coverage, and insurance in a structured, stress-free way.

Who we are

Poonam Securities is a SEBI-registered financial services firm focused on helping you grow and manage your wealth with confidence With years of experience and a people-first approach, we make investing simple and accessible . whether it’s Mutual Funds, Stocks, Insurance, PMS, AIF, or Loan Against Securities. No matter where you are in your financial journey, we work closely with you to understand your goals and provide solutions built on trust, clarity, and long-term value.

Insurance

Protect your future with life, health, and general insurance solutions designed for complete peace of mind.

Mutual Fund

We help you invest in top-rated mutual funds based on your risk profile and financial goals. From SIPs to lump-sum investments, our team ensures optimal diversification and long-term wealth creation.

Stock Broking

Access India’s top exchanges and trade equities with confidence. Our advanced platforms, research-backed advice, and responsive support empower you to make smart, informed stock market decisions with clarity and confidence.

Insurance

From life to health to general insurance, we help you choose policies that offer maximum protection with minimal hassle. Secure your family’s future with unbiased, expert-driven insurance solutions.

Loan Against Securities

Need funds but don’t want to exit your investments? With LAS, you can leverage your securities portfolio to get quick loans at competitive interest rates—without selling your assets.

PMS

Our PMS offerings are crafted & managed by seasoned experts, our portfolios aim for consistent performance and long-term capital appreciation.

AIF

Unlock premium investment avenues with our curated AIF options, designed for Ultra HNI's. From private equity to venture capital, we offer access to exclusive, high-potential assets.

Hear from our Clients

We take pride in the trust and relationships we’ve built over the years. Here’s what our valued clients have to say about their experience with Poonam Securities.

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