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Your Pathway to Prosperity

Simple, Reliable, Long-term Wealth Creation Solution

Our Offerings

All Your Financial Needs, Under One Roof

Mutual Funds
Insurance
Mortgages
Fixed Income Instruments
New-Age Financial Products

Mutual Funds

Grow your wealth with well-managed, diversified investment options tailored to your financial goals.

Insurance

Secure your life, health, and assets with comprehensive insurance solutions designed for peace of mind.

Life Insurance General Insurance

Life Insurance General Insurance

Mortgages

Turn your aspirations into achievements with the right financing solutions—transparent, flexible, and with no hidden charges.

Fixed Income Instruments

Enjoy stable returns and capital preservation through government and corporate fixed income options.

New-Age Financial Products

Explore modern investment tools like PMS, AIFs, and Smallcases for smarter, goal-oriented wealth building.

Testimonials

I was earlier only distributing Mutual Funds, but after partnering with PROSPERi5, I’ve been able to offer many more financial products to my clients. Not just that — even the Mutual Fund payout I receive now is better than before. This partnership has given a double boost to my income and helped me grow my business much faster.

Meena T

For my home loan, the bank had proposed an insurance cover of over Rs 32 lakhs. When I consulted the PROSPERi5 team, they reviewed everything and advised me to opt for the correct cover — just Rs 62,500. Even though a higher cover would have earned them a much bigger commission, they still recommended what was genuinely right for me. They protected me from an unnecessary and expensive policy, and I’m truly grateful for their honesty and expertise.

M D Shah

I had investments in around 38–39 different schemes across many AMCs, including several thematic funds and NFOs. The PROSPERi5 team showed me the overlap and suggested I consolidate everything into fewer schemes so my returns wouldn’t get diluted. What I really liked was their transparency — they even suggested options with lower distributor payouts, which gave me confidence in the inputs they shared.

Vijay K

From the day we first shared our documents, PROSPERi5 team got our loan disbursed by a PSU bank in just 12 days — and this was for an under-construction project that the bank had not yet approved. The team continuously followed up with the bank’s technical and legal vendors to complete all due-diligence requirements on time. We had to visit the bank only once for the final signatures, and they even helped us secure a 25 basis-point waiver at no extra cost. Their persistence and efficiency made the entire process truly seamless.

Bhakti S

I am an NRI, and investing from abroad is usually difficult, but PROSPERi5 made it very simple for me. I only had to complete a few OTPs verifications — the team took care of everything else. I also get a clear monthly report of all my investments, which keeps me updated even when I’m overseas. Very smooth and hassle-free experience.

Rakesh M

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