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About Us

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.

We are having more than a decade of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Savings, retirement Savings and insurance.

Our main aim is to provide investment services keeping in mind client’s short and long-term wishes by using various AI based tools.

Priyank Agrawal

Founder, Legacy Progress

Mr. Priyank is a seasoned banking professional with 13 years of substantial success in leading large-scale retail banking operations for eminent banks in India & UAE with significant consumer bases, demonstrated excellence in profitability leading entire retail banking equity operations as well as recorded results in terms of sales & business metrics enhancement. Proficient in handling product portfolios of established organizations, increasing user base, managing new accounts, stakeholders and partner management. Skilled in revenue management, cash flow, team mentoring, compliances and customer acquisition strategies.

Our Mission

Our mission is to manage the hard earned money of our clients by providing comprehensive investment solutions; and building and nurturing multi-generational relationships with our clients and their families.

Our Vision

Our vision is to be a responsible player in the financial services industry by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady performance over the long term.