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PROSPERITY WEALTH MANAGEMENT PVT LTD

PROSPERITY WEALTH MANAGEMENT PVT LTD

AUM in Cr : 20 Cr
No of Clients : 28

Prosperity Wealth Management is a SEBI Registered portfolio management services provider. We focus on investing in high quality publicly listed companies available at reasonable valuations. The companies we invest in operate on robust business models and are run by outstanding management teams. Our goal is to generate returns that exceed the chosen benchmark index over the long run, while ensuring that an adequate margin of safety is maintained to the capital deployed.

Schemes (2)

PMS
|
31 Oct 2022
|
AUM : 20 Cr
DISCOVERY FUND
Nifty 50-34%, Nifty MIDCAP-33%, Nifty Small Cap 100-33%
Fund Returns
1M
1.57%
1Y
-7.59%
Benchmark Returns
1M
3.5%
1Y
-1.61
PMS
|
31 Oct 2022
|
AUM : 0 Cr
LIQUID FUND
SBI Overnight
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
0.51%
1Y
0 0%

Contacts

contact icon Contact Person
Mr. Bhagwat
8825888200
map icon Corporate Address
No.1 Level 1, Balaji First Avenue, T.Nagar, Chennai - 600017,Tamil Nadu
globe icon Web and Email
https://www.pwm-india.com/
bhagwat@pwm-india.com
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