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Prosperity Wealth Management Pvt Ltd – Portfolio Management Services (PMS)

Prosperity Wealth Management is a SEBI-registered entity offering portfolio management services. Our investment strategy centers on acquiring equity in high-quality, publicly traded corporations trading at attractive valuations. These selected companies possess sound operational frameworks and are guided by exceptional leadership. Our objective is to achieve superior long-term returns relative to the designated benchmark index, while rigorously preserving capital through a sufficient margin of safety.

AUM (₹ Cr)

118.59

Clients

66

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Prosperity Wealth Management Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Discovery Fund Multi Cap & Flexi Cap -12.25% 14.85% 17.26% Dec 2020

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Vasudev Gupta

Fund Manager, PMS

Mr. Vasudev, a Securities and Exchange Board of India (SEBI) registered Portfolio Manager, serves as the Chief Investment Officer at Prosperity Wealth Management. He possesses a Master of Science degree in Innovation & Entrepreneurship from Imperial College London. With over seven years of dedicated experience in equity investment analysis, he brings specialized expertise to the team. His efforts are supported by a proficient team of Chartered Accountants (CAs) and Chartered Financial Analysts (CFAs) who have prior experience with prominent investment firms.

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Regulatory Information

SEBI Registration: INP000007049

Registered Office: 14 Dr.Svks Thangaraj Road,Vinayagar Nagar,Madurai,Tamil Nadu,India-625020

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)