OUR SERVICES

Mutual Funds & SIF

Curated mutual funds & SIFs options to fit your goals.

Unlisted Equities

Invest in IPO bound companies whenever there is an opportunity.

Wealth Management

Personalized guidance to manage your assets wisely.

A close-up of hands reviewing mutual fund charts on a laptop screen.

Assistance in Succession & Will Planning:
Rising wealth demands tax-efficient succession planning.

Tax Planning:
Structuring the portfolios under various entities for tax optimization.

PRIMARY PRODUCT COVERAGE

Equity Markets: For Long Term (3+ years) Wealth Creation through Mutual Funds, SIFs & PMS

Debt & Hybrid Markets: For Liquidity, Portfolio Stability & Moderate Growth

Wealth Creation
With
Prudent Management

Fixed Deposits: Predictable Returns

Alternatives: Gold, Silver, SIFs, REITs & InvITs

OUR VALUE PROPOSTION

A Unique Goal-Based Plan

Wealth Structuring for Tax Optimization

Diversity of Curated & Suitable Products

Global Multi Asset Portfolios

App & Web-based Portfolio Access

WHY CHOOSE PRAYODHAN WEALTH

IN HOUSE ANALYSIS
We have a qualified team of analysts to carefully research and map all possible opportunities for our clients in building their portfolios to maximize return while minimizing risk.

OPEN ARCHITECTURE
With a wider product basket at our disposal and tie-ups with over 40 AMCs, we maintain an open architecture and avoid any lock-in and complex structured products.

EXPERIENCED TEAM
Backed by a seasoned team with over a decade of experience, we deliver hands-on, personalized investment service and execution.

LONG TERM RELATIONSHIP
We focus on building lasting client partnerships by keeping them informed, satisfied, and invested in the most suitable opportunities.

TAILOR MADE SERVICES
We aim at providing personalized attention and tailored made approach as per client’s needs and preferences regarding investments.

LEGACY OF TRUST
We have a close-knit team who keeps all your data extremely confidential, instilling confidence in the client relationship.

OUR GROWING GLOBAL PRESENCE

COMMISSION DISCLOSURE

Mutual Fund Disclosure of Commission/ Brokerage

Prayodhan Wealth Pvt. Ltd.
(AMFI Registration No. ARN – 313837)

As per the SEBI circular (SEBI/IMD/CIR No 4/168230/09), following are the details of commission earned by Prayodhan Wealth Private Limited from various AMCs for distribution of mutual fund schemes:

Details of scheme level commission on mutual funds are available with the relationship managers and would be produced on demand. The rates are updated on best effort basis if there are any revisions done in commission rates by AMCs. The scheme the investor is subscribing to is of Regular Plan which involves payment of commission to Prayodhan Wealth Private Limited.