"The number one idea is to view a stock as an ownership of the business and to judge the staying quality of the business in terms of it’s competitive advantage"


The PWM Advantage

  • We follow value investing principles and invest in stocks with a high margin of safety and good growth potential for the future. We do not trade, speculate, follow technical charts or indulge in insider information.

  • Superior research methodology by partnering with industry veterans of various sectors to better understand opportunities and challenges facing a business.

  • Concentrated portfolio of 15-20 stocks to deliver high returns in aggressive strategies, no unnecessary diversification/dilution of the portfolio.

  • Conducting on the ground research by talking to customers, employees, dealers, competitors, assessing movement of products and services in real time in addition to extensive secondary research. 

  • Quick Access to the best in class information via software packages used by some of the largest Investment banks across India.

  • Highly qualified team consisting of Chartered Financial Analysts and Chartered Accountants  to conduct due diligence on Investment opportunities.  

  • Aligned interest with clients, low fixed fees, focus on profit sharing.

  • Significant portion of our own capital & earnings re-invested in the same portfolio as our clients.

© Prosperity Wealth Management Private Limited, 2017

Investments in securities are subject to market risk, there is no assurance or guarantee of returns. Past performance is not an indicator of future returns, please read all disclosure documents carefully before investing. The content on this website is not a recommendation to buy or sell a security, please contact your SEBI Registered Investment Advisor for investment advice.

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