Rooted in Trust, Growing Your Wealth
In 60 mins, Gain control of your life. Plan all your life goals. Get clarity.
Over the years, we have earned industry recognition and client trust through our dedication to excellence and transparent advisory. From performance awards to client service milestones, each accolade reflects our unwavering commitment to financial growth and ethical standards.
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+91 9835124444
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Your Trusted Partner in Wealth Creation
At Poonam Securities, we go beyond transactions to build financial futures. With expert guidance, personalised strategies, and access to top-tier investment options, we help you make confident financial decisions—every step of the way.
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Expert Advisors
“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:
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Set goals
Align your finances to your goals & objectives through proper planning
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Plan
Develop investment strategies, craft allocation plans, and construct portfolios
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Integrate
Utilize technology to integrate all elements of your financial life and provide a comprehensive overview of your assets
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Optimize Results
Optimize after-tax results through legacy planning, liquidity planning, and budgeting & cash flow management
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Manage Liability
Manage liabilities through integrated banking & lending services as well as risk management & insurance services
Who we are
Poonam Securities is a SEBI-registered financial services firm committed to delivering high-quality investment and wealth management solutions. With years of expertise and a client-centric approach, we provide seamless access to Mutual Funds, Stocks, Insurance, PMS, AIF, and LAS. Whether you’re a first-time investor or a seasoned portfolio holder, we tailor our services to meet your financial goals with integrity and precision.
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.