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Frequently Asked Questions
Who is Investment Adviser?
- An Investment Adviser is an adviser who advise their registered clients on all investment related products and collect advisory fees as per SEBI regulations.
How is Prosperity Wealth Adviser different from others?
This is how we add value to our Clients.
• Experience and Trusted Legacy
Since our inception, we have extremely focused on building confidence with our customers. Our Management consist of enriched two-decade promise of being candid and enabling growth-oriented wealth management leadership. We feel proud to share that on the customer index we have become one of the most trusted investment portfolio advisers for all categories of our customers through our expertise and on ground industry experience.
• Simplicity
Our approach for implementing investing strategies is unique and simple. You have a choice to select portfolio as per your objective or create one as per your need.
• Technology
By using advance technological tools helps us to arrive at the clear and concise advice which helps our customers to take the well thought through decision and act accordingly to create wealth.
Are there risks involved in equity investing?
Yes, any investment in Equity involves certain risks. A smart investor understand risk associated with Equity Market. We at Prosperity Wealth Adviser advise our registered clients to maximize their returns with minimum risk. We track the investment portfolio and advise our clients actively.
What is your fees structure?
Our fee structure is governed by SEBI regulations. We charge an annual fee of 2.5% (excluding GST) on Assets Under Advice.
Is Prosperity Wealth Adviser broking house?
Prosperity Wealth Adviser is not a broking house. We at Prosperity, provide Investment Advisory Services to our registered clients to built their wealth.
Who can subscribe for your services?
Any individual, HUF, Corporate, NRI, Foreign Individuals/Corporates, FPI (Foreign Portfolio Investments) or FII (Foreign Institutional Investors) who wish to build wealth with us can subscribe for our services.
Who is Research Analyst?
A research analyst is a finance professional responsible for gathering, analyzing, interpreting data and preparing research reports on assets, stocks and securities. These professionals are proficient with economic principles and use their knowledge of the consumer market to examine and analyze records related to stocks, securities and commodities.
How investment advisory is different from a Mutual Fund/PMS?
An investment advisor will provide advice on a particular portfolio and you execute the Buy/Sell at your end keeping full transparency and flexibility with you, whereas a PMS and Mutual fund all transactions are carried out by PMS or AMC, keeping you mercy with statements. Your returns are compromised by the of the company In Advisory services you get same professional services at a minimal fee structure.
What is the minimum investment amount?
Investment Portfolio’s of Prosperity Wealth Adviser should be viewed as a part of Equity allocation in an investor’s financial plan. Thus, we look for a reasonable minimum investment commitment from an investor towards our offering; an ideal allocation to our expertise depends on the financial status and risk profile of an investor. Right allocation can help in getting better risk adjusted returns.
What is the difference between Prosperity’s equity research services and Prosperity’s Investment Advisory Services?
