Trusted by 17K+ investors.

The Click To Your
Financial Freedom

Warning: This click may lead to financial confidence.

Goal-Based PlanningGoal-Based
Planning
Expert GuidanceExpert
Guidance
Plan, Track & AchievePlan, Track &
Achieve
Happy Investors

17,000+

Lives Impacted
Assets Under Management

₹1,000+ Cr.

Assets Under Management
Cities Served

15,600+

Families Empowered
Years of Experience

80+

Cities & Counting
SEBI Registered Investment Adviser

What Are You Planning For?

Buying a Home

Turn your dream home into a planned reality.

Dream Car

Drive your desired car without derailing your finances.

Marriage

Plan the big day, not the big debt.

Child’s Education

Invest today for their brighter tomorrow.

Wealth Creation

Invest in a way that makes both wealth creation and recreation possible.

Retirement

Invest today because your children are not your retirement fund.

Your Financial Plan in 4 Simple Steps...

01

Understand

We understand your goals, needs, and financial picture.

02

Analyse

We identify gaps, opportunities, & priorities.

03

Plan

We create a personalised roadmap for your financial goals.

04

Track

We keep an eye on the plan so you can relish life.

TESTIMONIALS

What our Clients say about us.

I’ve been investing with Prodigy Pro for the past five years, and my journey with Anurag Agarwal has been equally valuable.His personalised approach has helped me gain financial literacy, build trust, and feel confident about my investments.With Prodigy Pro’s seamless digital systems, managing my investments is easy, no matter where I am.

Mitya Moitra

Mitya Moitra

Lucknow

I have been associated with Prodigy Pro since 2017 for my investment guidance. My experience over the years has been very positive.The professional guidance has helped me better understand my investments, potential returns, and tax implications.Overall, it has been a very satisfying experience.

Dr. Ashutosh Chaturvedi

Dr. Ashutosh Chaturvedi

Lucknow

I have been associated with Prodigy Pro for the past few years. What stands out is not just their service, but also their commitment and the knowledge they provide.Since working with them, I have learned a lot about what to invest in, how to invest, and where to invest, making me more aware and confident about managing my investments.

Surangama Sharma

Surangama Sharma

Lucknow

I have been associated with Prodigy Pro for over eight years and have always found their services reliable and prompt. Whether it’s mutual funds, stocks, or any investment-related query, the team has been a trusted source of guidance.I wholeheartedly recommend Prodigy Pro to anyone looking for professional investment support.

Vinayak Benadesh

Vinayak Benadesh

Lucknow

As someone new to investing, I found Prodigy Pro simple and easy to use. After signing up, I received personalised guidance from a Relationship Manager, and my investment was completed in just a few clicks.The app also allows me to conveniently track all my investments and see exactly where my money is invested.

Ashish Verma

Ashish Verma

Lucknow
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Before vs After Financial Planning

VS

BEFORE FINANCIAL PLANNING

AFTER FINANCIAL PLANNING

“I’m earning well, but where is my money going?”
“I know where my money is going—and why.”
Goals live on a wishlist.
Goals have a plan, timeline, and purpose.
Investments are scattered across products.
Investments work together towards specific goals.
Market ups and downs decide how you feel about your portfolio.
You stay focused on the plan, not every market move.
Retirement is a distant “someday.”
Retirement becomes a well-funded, well-planned future.

BEFORE FINANCIAL PLANNING

  • “I’m earning well, but where is my money going?”
  • Goals live on a wishlist.
  • Investments are scattered across products.
  • Market ups and downs decide how you feel about your portfolio.
  • Retirement is a distant “someday.”
VS

AFTER FINANCIAL PLANNING

  • “I know where my money is going—and why.”
  • Goals have a plan, timeline, and purpose.
  • Investments work together towards specific goals.
  • You stay focused on the plan, not every market move.
  • Retirement becomes a well-funded, well-planned future.

Meet Your Financial Experts

Sunil Gupta - Founder & CEO

Sunil Gupta

Founder & CEO

20+ Years Exp.

SEBI RegisteredInvestment Adviser
Sharad Bindal - Founder & COO

Sharad Bindal

Founder & COO

20+ Years Exp.

SEBI RegisteredInvestment Adviser
Akash Gupta - AVP - Research & Analysis

Akash Gupta

AVP - Research & Analysis

7+ Years Exp.
Managing 300cr +

NISM Certified Expert
Kavya Mehrotra - Senior Manager - Research & Analysis

Kavya Mehrotra

Senior Manager - Research & Analysis

5+ Years Exp.
Managing 113cr +

NISM Certified Expert
Sahla Noma - Research Executive

Sahla Noma

Research Executive

2+ Years Exp.
Managing 57cr +

NISM Certified Expert
Sejal Verma - Customer Support Senior Manager

Sejal Verma

Customer Support Senior Manager

8+ Years Exp.
Managing 56cr +

Frequently asked questions

What is goal-based financial planning?

Goal-based financial planning means linking your investments to specific life goals — like buying a home, your child's education, marriage, or retirement instead of investing without a clear purpose. Prodigy Pro maps each goal to a personalised plan and tracks your progress toward it.

What can I plan for with Prodigy Pro?

Prodigy Pro helps you plan for buying a home, a dream car, marriage, your child's education, wealth creation, and retirement — each treated as an individual goal with its own roadmap.

How does Prodigy Pro create my financial plan?

Prodigy Pro follows a 4-step process: first understanding your goals, needs and financial picture; then analysing gaps and opportunities; creating a personalised roadmap; and finally tracking the plan over time so you can stay on course.

Is Prodigy Pro a SEBI-registered investment adviser?

Yes. Prodigy Pro is a SEBI Registered Investment Adviser, and its financial planning guidance is backed by a team with 20+ years of experience and NISM-certified experts.

Do I get personal guidance, or is this a self-service tool?

You get personalised, expert-backed guidance rather than a generic tool — Prodigy Pro's team works with you to understand your goals and build a roadmap suited to your situation.

What happens after my financial plan is created?

Prodigy Pro tracks your plan on an ongoing basis, keeping an eye on your goals and progress so you can stay focused on your plan rather than reacting to every market move.

What is goal-based financial planning?

Goal-based financial planning means linking your investments to specific life goals — like buying a home, your child's education, marriage, or retirement instead of investing without a clear purpose. Prodigy Pro maps each goal to a personalised plan and tracks your progress toward it.

What can I plan for with Prodigy Pro?

Prodigy Pro helps you plan for buying a home, a dream car, marriage, your child's education, wealth creation, and retirement — each treated as an individual goal with its own roadmap.

How does Prodigy Pro create my financial plan?

Prodigy Pro follows a 4-step process: first understanding your goals, needs and financial picture; then analysing gaps and opportunities; creating a personalised roadmap; and finally tracking the plan over time so you can stay on course.

Is Prodigy Pro a SEBI-registered investment adviser?

Yes. Prodigy Pro is a SEBI Registered Investment Adviser, and its financial planning guidance is backed by a team with 20+ years of experience and NISM-certified experts.

Do I get personal guidance, or is this a self-service tool?

You get personalised, expert-backed guidance rather than a generic tool — Prodigy Pro's team works with you to understand your goals and build a roadmap suited to your situation.

What happens after my financial plan is created?

Prodigy Pro tracks your plan on an ongoing basis, keeping an eye on your goals and progress so you can stay focused on your plan rather than reacting to every market move.

Your Financial Goals Won't Plan Themselves.

Take the first step towards a secure and stress-free future.