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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).

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Mr. Vishwa S,
Compliance Officer.

Mr. Vishwa is a qualified finance professional with an MBA in Finance and a PGDM in Financial Analytics. He brings a strong blend of financial knowledge, analytical skills, and regulatory understanding to his role at the firm. As Compliance Officer, Vishwa is responsible for supporting the firm’s regulatory compliance framework, monitoring adherence to internal policies and industry standards, and assisting in the timely preparation of compliance reports and documentation. He works closely with operational and finance teams to ensure processes align with evolving regulatory requirements while promoting transparency and operational discipline across the organization.

Bhagwat PWM
Mr. Bhagwat Nayak,
Co-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 handles compliance and reporting at Prosperity.

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Mr. Akash V,
Head of Operations.

Mr. Akash is a Chartered Accountant with experience in finance, operations, compliance, and business advisory. Before joining Prosperity, he worked with ASA Baker Tilly, where he was involved in audit, consulting, and advisory assignments across multiple industries, gaining broad exposure to diverse business environments and regulatory frameworks. As Head of Operations at Prosperity, Akash is responsible for overseeing the firm's operational and financial functions, ensuring seamless execution of processes, regulatory compliance, and timely reporting.

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Mr.Manivannan E,
Asst.Co-Fund Manager, Research.

Mr. Manivannan brings rich experience from his career in the Portfolio Management Services (PMS) industry, where he has been actively involved in equity research, financial analysis, and business valuation. A qualified finance professional, he holds a Postgraduate Diploma in Finance, has successfully cleared CFA Level II, and is certified by the National Institute of Securities Markets (NISM) as both a Research Analyst and Portfolio Manager. His strong analytical foundation, combined with a multidisciplinary background and a Master's degree in Chemical Engineering, enables him to evaluate investment opportunities with a rigorous, research-driven approach.

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