Progressive Wealth was founded in 2009 by Mr. J Noble Yuvaraj. After an MBA in Marketing and Finance, he built an illustrious career in the banking sector with top banks like ICICI and HSBC, and further developed his expertise with leading wealth management firms like ASK Wealth Advisors.
Over the years, he realised that what clients valued most was someone who would stay with them for the long term, understand their goals, and help them build wealth patiently. Wanting the independence to work that way, he set out on his own and founded Progressive Wealth, a practice built around lasting client relationships and solutions that genuinely fit each family's needs.
Progressive Wealth brings a skill set usually available only to top-notch clients willing to pay a premium for a professional financial planning manager, and makes it available to everyone. This includes Life Insurance, Risk Management, Mutual Funds, and Bonds.
In addition to a number of certified courses in Insurance, Mutual Funds, and Wealth Management, Mr. J Noble Yuvaraj is part of the Fellowship of Asia Pacific Financial Services Association of Chartered Financial Planning. He is also a member of MDRT (Million Dollar Round Table), an international forum for finance professionals, and regularly attends global conferences on financial planning in Europe and Asia.
He credits his mentor and guru, Shri R Gopinath CEO of GOPAST, for shaping his professional values. He firmly believes that learning and relearning is a continuous, never-ending process, and that a man who thinks he knows everything is a fool.
"The learning process continues until the day you die." – Kirk Douglas
"Live as if you were to die tomorrow. Learn as if you were to live forever." – Mahatma Gandhi
This is what makes him an invaluable asset to more than 250 clients for whom he is constantly creating and managing Progressive Wealth!
