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WEALTH MANAGEMENT TREE

"By failing to prepare, you are preparing to fail"

Benjamin Franklin

We guide our clients to invest their hard earned money with a holistic financial plan so that the financial goals the clients envision can be realized comfortably. Everyone has dreams in life – be it buying a dream home, a car, children’s education, their marriage, travelling abroad for leisure, retirement, amongst host of others and one should not always leave it to luck to these aspirations. As Arthur Davis, the American five-star General has very wisely said. “The best luck of all is the luck you make for yourself.” We at Prosperria, powered by a prudent advice system can make their dreams come true by assessing their financial goals while addressing their financial needs.

OUR SERVICES

Financial Planning

Covers against major accidents or physical loss arising due to death or disablement due to accidental bodily injury.


Risk Management

Risk management can be defined as the identification, analysis, and economic control of those risks which can threaten the assets or earning capacity of an individual.

Estate Planning

Estate planning ensures that physical assets and investments are inherited by the people to whom you wants them to be transferred to after your demise.

Real Estate Investment

We should use real estate investment as part of our overall strategy of building wealth as it is generally a great investment option. It can generate ongoing passive income and can be a good long term investment.

Tax Planning

Money does not grow on trees, one has to work hard to earn it. Judicious application of money can help in wealth creation and so would buckling down on tax planning.


Retirement Planning

One of the most neglected areas in personal finance matters is planning for one’s retirement. We’ve found that most individuals begin planning for it when they are in their 50s.