Glory

About Our Company

Glory

Glory Prime Wealth Private Limited (hereinafter, referred to as GPWPL), is a company engaged in distribution of financial products [ Example —Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Fund (AIF), Fixed Deposits, etc.] to investors through its process and research focused approach.
Navin Agarwal, started his own Wealth Management work from 01st April 2020, and later converted it into Private Limited Company, with effect from, 14 July 2022. The company now has around 475 clients with overall Assets Under Management (AUM) of 86 crores as on 30th September, 2023.
One of the core objectives of the firm is to ensure successful, happy, and fulfilling investors who can achieve their goals with the help of Goal-Based Investing through GPWPL. Financial peace goes a long way in ensuring Peace in life and that is one of the fundamental drivers at GPWPL. Creating Wealth, utilizing it and then effectively transferring it to the legal heirs, is something that we thrive at. Unclaimed assets are one of the biggest problems in India (more than 90,000 crores) and hence, we try to ensure that our investors do not have any unclaimed assets in the family by creating an Asset Register and Drop-Dead Scenario for them. Hence, we tend to build relations while keeping a perspective of the next 30-40 years.

Features Of
Glory Prime
Wealth

Goal-Centric Approach

  • 1. Prioritizing your financial goals, GLORY creates personalized wealth management plans that fit both your short- and long-term objectives.

2. Our experienced advisors collaborate with you to create a roadmap that ensures

Leveraged Insights/ Leveraged Expertise

  1. 1.GLORY engages a team of financial experts, including certified financial planners, investment advisors, and estate planning specialists.
  2. 2. Our diverse skill set enables us to provide comprehensive advice that addresses every facet of your financial life.

Organized Finances

  1. 1. Maximizing returns while lowering risk is a top priority for our company. Depending on your risk appetite, time horizon, and financial objectives, we offer a variety of investment solutions.
  2. 2. To develop a well-rounded and successful investing strategy, we give access to diverse portfolios, actively managed funds, and alternative investments.
  3.  

Robust Research

  1. 1. Before recommending any investment option, our professional analyst team performs extensive study and due investigation.
  2. 2. This thorough approach ensures that every decision is supported by a strong foundation of knowledge, lowering the inherent risks related to financial markets.
  3.  

Year-Round Support

  1. We provide year-round financial counseling, adjusting tactics in response to changing market conditions and client situations to ensure that clients’ financial plans continue to be in line with their objectives.
  2.  

About Founder

Glory

Navin Agarwal, is a localite from Pune. He cleared his Chartered Accountancy exam in August 2014 and then started working in Citibank, Pune in November 2014.
He has 5.5 years of work experience in Citibank out of which the first 3 years were in Institutional Clients Group (ICG) Operations and Treasury and Trade Solutions. Later, he switched to Wealth Management Division for Retail and HNI clients and worked there till March 2020. He has a distinct achievement of getting a promotion in two completely opposite roles (ICG vs GCG and Operations vs Sales).
He started his own wealth management work in April 2020 with an intent to provide more customer focused services, enhanced with ethical approach and regular reviews. It was first a proprietorship and later converted into Private Limited company in 2022.  Due to customer centric attitude and employee obsessed culture, Glory Prime Wealth Private Limited has scaled massively in its 3.5 years with AUM of 87+ crores now across 450+ clients and a SIP book of 1cr+ monthly.
Navin is married to Anuja Sasane, she is a practicing Chartered Accountant and has overall work experience of 8+ years. They have a daughter who is 2 years old.
Navin loves to play sports in general and is very fond of lawn tennis and chess. He likes to write blogs in his free time and wishes to publish a book in future.

Our Vision

To be the most Customer-centric and Employee-obsessed Company

Our Mission

To lay the foundation for happier families by protecting them from poor financial decision and create generational wealth.

SARVESH UDGIRKAR

Assistant Manager

PRITHVI TILOKANI

Assistant Manager

LOKESH GUNJAL

Assistant Manager

OMKAR WAIKAR

Assistant Manager- Research

SAMMED VARDHAMAN

Assistant Manager

RUPESH MALI

Operations Executive

MAYURI JADHAV

Operations Executive

Testimonials from Investors

Glory

John Kottadil

-My experience with Glory Prime Wealth has been nothing short of being delightful both in terms of service and availability. -They have been instrumental in helping me being 1 step closer to achieving my financial objective -In this journey, my own financial wisdom has increased more in terms of unlearning and learning. -GPWL never compromises on quality and once they take over one can be assured that they will give the right advice and genuinely help the client even if it means there will be temporary turbulence but benefits the client in the long term view -GPWL will always advocate ethical decisions so that the customer will have lasting peace of mind

Rahul Tank

I have been associated with Glory team since 2020 ( covid times). They took special efforts to streamline my investment which was done in a very haphazard manner previously , which was really impressive and time consuming. They are not limited to just one investment instrument and have ensured that am covered from all aspects ( health insurance / accidental insurance / MF / stocks ) . Overall, I feel more financially secured and also have less worries now, which enables me to focus on other aspects of my life which is indeed crucial. Glory team always works ethically and has a completely customer centric approach. They periodically take into consideration my needs and suggest investment options based on same which is very crucial. The results for my investments done by them speaks volumes of their decision making skills. Overall am very much satisfied with their services where they don't shy away from going a step further.

Sunil Tiwari

My experience has been very good. Glory has helped me work on a disciplined and structured investment that will help realize my financial goals.I seek ethical and honest investment partners and would say Glory is the right team.

Himani Haldar

I feel lucky to have found a CA I can rely on, and I also sleep better knowing that my money is increasing in some way. My goal was to spend less on frivolous items, and Glory's suggestion to invest 70% of your earnings because you're so independent helped to manage my spending 💰 In addition to encouraging me to start saving for my Lasik surgery and offering health insurance, Prithvi did a fantastic job. He also recommended books to help me change my perspective on investing instead of squandering money. Navin's values demonstrate how different he is from prior CAs I've seen, especially because the firm is relatively new and I have faith in his abilities to manage and grow it.

Murlidhar Jadhav

I've had the pleasure of putting my financial future in the hands of the outstanding team at GPWPL, and the outcome has exceeded my expectations. It was immediately apparent that this was no ordinary financial advising firm—rather, it was a place where sincere concern and knowledge coexisted together. A high bar is set by Navin and is present in every facet of their service. Every suggestion put forth by the team demonstrates his creative leadership and dedication to the highest moral standards. Navin's commitment to assisting customers in realizing their financial goals is highly commendable. My devoted relationship manager Lokesh is deserving of special mention. Not only is he competent and well-informed, but he's also really kind and considerate.

Krishna Iyer

I am now financially independent thanks to GPWPL's assistance in reaching my financial objectives. The information and support received from GPWPL includes investment plans, market analysis, and customized financial guidance. To distinguish GPWPL different from other financial services or platforms, consider its innovative technology. Specifically, GPWPL has state-of-the-art technology for portfolio management and data analysis. Customization: Offering individualized investment plans based on each person's requirements and objectives. Expertise: GPWPL's team consists of experienced financial professionals who handles all financial inquiries, which, in my opinion, might set it apart from rivals.

Krishna Iyer

I am now financially independent thanks to GPWPL's assistance in reaching my financial objectives. The information and support received from GPWPL includes investment plans, market analysis, and customized financial guidance. To distinguish GPWPL different from other financial services or platforms, consider its innovative technology. Specifically, GPWPL has state-of-the-art technology for portfolio management and data analysis. Customization: Offering individualized investment plans based on each person's requirements and objectives. Expertise: GPWPL's team consists of experienced financial professionals who handles all financial inquiries, which, in my opinion, might set it apart from rivals.

Deepak Gupta

I owe Navin a debt of gratitude for guiding me over the past four years in making wise financial decisions. He is incredibly committed to his work, as evidenced by the numerous accomplishments he has made at such a young age and the numerous clients he has assisted—including myself—in reaching their financial goals. His work ethic and honesty about his career are what set him apart from many others in this field, and I always appreciate that. Additionally, he has assisted me in gaining the necessary financial knowledge to make wise selections. I want to thank Navin for all of your help over the years that you have been with my family and me.

Ranjana Arya, NRI based in UK

Our experience with Navin Agrawal of Glory Wealth has been very positive. He is extremely knowledgeable and constantly advises us with a view to achieving the most favourable financial outcome. What I find most reassuring about our dealings with him is that he is always available and happy to answer any queries we might have. I am not hesitant to give him my highest recommendation.