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PWM PMS

Our Vision

"To build an organisation of global presence by providing investors across the world an opportunity to invest in Indian businesses capable of creating significant and sustainable value over the long run."

Team

Vasudev PWM
Mr.Vasudev Gupta,
Founder, Chief Investment Officer

Mr.Gupta is a SEBI Registered Portfolio Manger and the Chief Investment Officer of Prosperity Wealth Management. He previously held the position of a SEBI registered investment advisor advising family offices and UHNWIs on asset allocation and wealth management strategies. He specialises in evaluating equity investments in the manufacturing & capital goods sector, given his decade of expertise in this domain. He holds a masters degree in Innovation & Entrepreneurship from the Imperial College London. He also holds a Portfolio Management and Research analyst certification from the National Institute of Securities Markets (NISM).

Amutha PWM
Ms. Amutha Guru
Dealing & Compliance Officer

Ms.Amutha is a qualified Chartered Accountant with over five years of experience in internal and statutory auditing.  She oversees the Accounts and Audit compliances at Prosperity Wealth management, taking charge of Fund Accounting operations such as fund reconciliations, investor onboarding, and both internal and external reporting.

Bhagwat PWM
Mr. Bhagwat Nayak
Fund Manager, Research

Mr. Nayak is a Chartered Accountant with close to a decade of experience in the field of finance. He was previously associated with Victoria, Mathews & Santhakumar in Chennai. He has been an integral part of the team at Prosperity Wealth management since the inception of Prosperity Discovery Fund. He  holds a  Portfolio Management and Research Analyst certification from the National Institute of Securities Market (NISM). He specialises in evaluating investments in the Automotive,Healthcare, and Infrastructure domains.

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Mr. Vishwanath A
Fund Manager, Client relations. 

Mr.Vishwanath is a qualified Chartered Accountant previously associated with Big 6 audit firms. He has completed CFA Level 2 and has over 5 years of work experience in finance. His key responsibilities  include communicating the fund's investment philosophy and rationale of investments to prospective clients.

He has an exposure to the workings of a diverse range of industries, consulting and advisory. He also holds a Portfolio Management  certification from the National Institute of Securities Markets (NISM).

Sudharsan PWM
Mr.Sudharsan N,
Fund Manager, Research

Mr. Sudharsan was previously associated with the Bank of New York Mellon, in the Mutual Fund domain. He is a  qualified finance professional with a Masters in Business Administration specialising in Finance. He has over five years of  experience in equity research and also holds a Research Analyst and a Portfolio Management certification from the National Institute of securities markets. (NISM). He specialises in evaluating equity investments in the Banking and NBFC, Service and Real estate sectors.

Deepak PWM
Mr. Deepak Jha
Manager, Operations

Mr. Deepak has over three years of experience in the operations domain, handling client onboarding, documentation, backend integration with the custody and fund accounting teams at Axis Bank. He is also responsible for the preparation of the daily MIS summarising all the various transactions on a fund level basis and comparisons versus key benchmarks.

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