Prosperity Wealth Management Pvt. Ltd. (India)
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Founded in 2008 by Vishal Dhawan, Prosperity Wealth Management is a client-centric financial advisory firm based in India. It operates as a SEBI Registered Investment Advisor (RIA), providing personalized, fee-based financial planning and wealth management services. The company focuses on creating goal-based financial plans for Resident Indians, Non-Resident Indians (NRIs), and Persons of Indian Origin (PIOs), covering aspects like investment management, retirement planning, insurance, and estate planning. Their mission is to act as a "financial navigator" for their clients, helping them achieve their life goals through structured and unbiased financial advice.
India
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial