Company Information

Get to know Prosperity Wealth Management Pvt. Ltd. (India)

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.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Prosperity Wealth Management Pvt. Ltd. (India)

India

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.