- SEBI reg.
- INP000007049
- Services
- Discretionary
- Reported
- 30 Sep 2026
Prosperity Wealth Management
₹134 Cr
Assets under management
73 clients · 3 strategies · 30 Sep 2026
Prosperity Wealth Management managed ₹134 crore for 73 clients at 30 Sep 2026, across 3 strategies, most of it for domestic corporates. In September clients added ₹1.40 crore and withdrew ₹1.31 crore.
Key numbers
- SEBI registration
- INP000007049
- Discretionary AUM
- ₹134 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Discovery Fund | Equity | ₹123 Cr | +11.39% | −2.33% |
| Prosperity Fund of Funds | Equity | ₹10.97 Cr | +2.93% | −2.33% |
| Prosperity Titan Fund | Equity | ₹0.49 Cr | — | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic corporates | Discretionary | 36 | ₹105 Cr |
| Domestic individuals and others | Discretionary | 37 | ₹28.96 Cr |
Flows
- Inflow, Sep 2026
- ₹1.40 Cr
- Outflow, Sep 2026
- ₹1.31 Cr
- Net, Sep 2026
- ₹0.09 Cr
- Inflow, FY to date
- ₹5.99 Cr
- Outflow, FY to date
- ₹7.30 Cr
- Net, FY to date
- −₹1.31 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Prosperity Wealth Management manage?
₹134 crore for 73 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Prosperity Wealth Management have?
73 clients at 30 Sep 2026, mainly domestic corporates, domestic individuals and others.
Which PMS strategies does Prosperity Wealth Management offer?
It reported 3 to SEBI for 30 Sep 2026: Discovery Fund, Prosperity Fund of Funds, Prosperity Titan Fund.
Is Prosperity Wealth Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007049.
Has Prosperity Wealth Management had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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