“An investment in knowledge pays the best interest.”
Benjamin Franklin
True prosperity encompasses not only financial wealth but also a deep sense of security and well-being. We at Prosperentia Investment Advisors LLP, prioritize the overall well-being of our clients, emphasizing thoroughly researched investment solutions and continuous risk management to safeguard their financial interests. With the evolution of technology, the methods of wealth creation have transformed, yet the wisdom gained across market cycles, in both bull and bear markets, remains paramount in generating value for investors.
​
Prosperentia Investment Advisors LLP is a SEBI registered Investment Advisor founded in 2023 by 3 seasoned professionals with over seven decades of collective experience. It derives its name from the Latin words Prosperitas and Sapientia, meaning Prosperity and Wisdom. Our mission is to offer transparent, trustworthy and sustainable wealth management solutions for investors.
​
​Operating with a fee-only ideology, we specialize in providing customized portfolio advisory and financial planning services to individuals and corporates. Supported by in-house software solutions, we offer a comprehensive 360-degree view of our clients' finances to deliver curated solutions. While the primary focus is on wealth maximisation, equal attention is paid to risk management. Our in-house research capabilities give us the confidence in our investment recommendations where comprehensive research is undertaken to identify a suitable investment opportunity. This is followed by regular coverage of the recommended investments from publicly disclosed data. The experienced team also uses technical analysis to identify entry and exit levels for the respective investments.
​
Our international division caters to the specific needs of NRIs and foreign investors seeking long-term wealth creation opportunities in the Indian equity markets. We are currently serving about more than 250 clients and have assets under advisory of about Rs.300 Crs.
Our Vision
To be a trustworthy partner in the financial wellbeing of our clients.
Founders & Partners
Prakash is a SEBI Registered Investment Adviser with nearly 25 years of experience in the field of investments, first as a Fund Manager and later as an Investment Adviser. In 2016, he started his boutique Investment Advisory Practice by taking the RIA licence and providing multi-asset class solutions to HNI clients. He specialises in creating customised direct equity portfolios with emphasis on risk management. He uses a mix of fundamental analysis and technical analysis for stock selection and portfolio risk management. He avidly follows global markets across equities, fixed income, commodities, and currencies. Prakash began his career managing the treasury portfolio at SBI Capital Markets and was a Fund Manager managing discretionary portfolios for HNI clients at BNP Paribas Wealth Management. In his 5 years stint at Credit Suisse Asset Management, he was instrumental in establishing the discretionary wealth management business in India, managing both equity and fixed income portfolios. Prakash holds an Engineering Degree from Mumbai University and a Masters in Management Studies in Finance from Jamnalal Bajaj Institute of Management Studies, Mumbai. He is a Chartered Financial Analyst® (CFA) from the CFA Institute, USA, and a Founding Member of the CFA Society in India.
Prakash Shirke
Trupti has been in the investment advisory field since 2017, specializing in financial planning and portfolio advisory for retail clients. Her focus areas include customized goal-oriented investment solutions, risk-return balance, tactical asset allocation, and disciplined investing to ensure her clients' overall financial well-being. She designs multi-asset portfolios and tracks global markets. She is actively involved in spreading financial literacy among the masses and is a regular columnist for Loksatta, a leading Marathi newspaper belonging to the Indian Express Group. During her 8-year tenure with the Kotak group, she gained expertise in business analysis, data mining, performance reporting, budgeting, monitoring, securitization, and NPA resolution. She has also provided corporate stressed asset advisory, design and execution of new business strategies, and networking with banks, corporates, and special situation fund providers for complete turnaround solutions. Trupti is a rank holder Chartered Accountant with 20 years of experience. She holds a Bachelors degree in Commerce from Mumbai University.
Trupti Rane
