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Our Services

Mutual Fund

We help you invest in top-rated mutual funds aligned with your risk profile and financial goals. Whether it's SIPs or lump-sum investments, our experts focus on smart diversification and long-term wealth creation tailored to your unique needs.

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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.

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Insurance

From life and health to general insurance, we guide you in selecting policies that offer maximum protection with minimal hassle. Backed by unbiased advice and expert insights, we help secure your family’s future with the right coverage at the right time.

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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.

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PMS

Our PMS solutions are expertly crafted and actively managed by seasoned professionals, aiming for consistent returns and long-term capital growth. With personalised strategies and deep market insights.

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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.

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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

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.

Meet Our Expert Advisor

At Poonam Securities, we don’t offer generic advice — we offer real solutions from experienced professionals who care about your financial growth.
Consult Today
Keith Guzman

CEO Tradex

Keith Guzman

Jordan Cotton

HR Manager

Jordan Cotton

Over the years, we have earned industry recognition and client trust through our dedication to excellence and transparent advisory.

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