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.

Call Us

+91 9835124444

Mutual Funds & Stock Broking

Grow wealth with expert-backed investments and trading.

PMS and AIF
Services

Exclusive wealth strategies for discerning investors.

Loan Againts Securities

Unlock liquidity without selling your assets.

Download Bargad App

Download the Bargad App for smart investing. Access expert-managed PMS, AIF, and LAS solutions—all in one secure, easy-to-use platform. Start growing your wealth today.

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
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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 goals

    Align your finances to your goals & objectives through proper planning

  • Plan

    Develop investment strategies, craft allocation plans, and construct portfolios

  • Integrate

    Utilize technology to integrate all elements of your financial life and provide a comprehensive overview of your assets

  • Optimize Results

    Optimize after-tax results through legacy planning, liquidity planning, and budgeting & cash flow management

  • 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.

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.

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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