Personalized investment solutions designed around your goals
A clear financial plan to help you achieve what matters most
Personalized guidance for you, your family, and your business
Get the right guidance to grow and protect your wealth
Build financial confidence for the life you want tomorrow
Browse our financial services and technology solutions by topic
Browse services by category to explore product information, distribution services and support from relevant providers.
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Scheme options by category and fund houses
Explore mutual fund schemes across categories and asset management companies. Each scheme has an investment objective, portfolio, costs, risk level and time horizon. Prospera FinTech facilitates mutual fund distribution through its AMFI-registered entities; review scheme-related documents and applicable disclosures before investing.
Approaches offered by registered managers
Learn about PMS investment approaches offered by SEBI-registered Portfolio Managers. Review the manager’s approach, eligibility, minimum investment, fees, risk factors, liquidity and exit terms. Prospera FinTech LLP facilitates distribution; the selected Portfolio Manager manages the portfolio under the client agreement.
Fund structures beyond conventional schemes
Explore AIFs offered by third-party fund managers, with information on strategy, structure, eligibility, minimum commitment, tenure, fees and risk disclosures. Participation depends on investor eligibility and the fund’s terms. Review the applicable offering documents and understand any liquidity restrictions before proceeding.
Strategy details under the SIF framework
Discover SIF strategies offered by asset management companies. Review each strategy’s objectives, portfolio approach, eligibility, minimum investment, costs, liquidity terms and risks. The Investment Strategy Information Document (ISID), Key Information Memorandum (KIM), addenda and scheme documents contain the detailed terms.
Deposits and bonds, each with distinct terms
Explore products such as corporate fixed deposits and primary or secondary-market bonds. Terms differ by issuer and instrument, so check the credit profile, coupon or interest terms, tenure, liquidity, costs and risks. Repayment and payment obligations depend on the issuer and the relevant product documents.
Long-term savings and future considerations
Explore retirement-related service options, including pension and long-term savings products. Features, eligibility, tax treatment, contribution conditions and withdrawal rules vary by product or scheme. Review the relevant product documents and seek qualified tax or legal support for questions outside the scope of service information.
Policy options through a certified PoSP partner
Prospera FinTech facilitates insurance access as a Point of Sales Person (PoSP) through a certified partner and does not hold a direct insurance licence. Depending on availability and eligibility, options may include life, health, general or group cover. The insurer sets policy terms, exclusions, premiums, waiting periods and claims conditions.
Account, contributions and withdrawals
Explore NPS account services, contribution options, pension-fund choices and withdrawal rules. Available options, tax treatment, charges and exit conditions depend on current NPS rules and the chosen scheme. Read official NPS information, applicable scheme documents and related procedures before opening an account or making changes.
Credit facilities secured by eligible investments
Prospera FinTech facilitates loan enquiries through lending partners. Approval and the amount available depend on lender policies, eligible securities, loan-to-value limits, KYC, credit assessment and other conditions. Compare interest rates, fees, repayment schedules, collateral requirements and the consequences of a margin shortfall before applying.
Asset organisation and succession documentation
Get assistance navigating estate-planning requirements, which may include organising asset information, support with Will-preparation steps and coordination with relevant professionals. Requirements depend on personal circumstances and applicable law; legal drafting and legal opinions should be handled by a qualified professional where required.
Help navigating service options and next steps
Tell us what information you are looking for or which financial service you are exploring. Prospera FinTech can point you to the relevant service information and, where applicable, connect you with the registered entity, product provider or qualified professional responsible for further details. Features, eligibility, documentation and next steps depend on the service and provider involved.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
For more information, read our Disclosures and Disclaimer.
The principles that shape how we serve our clients
At
Prospera FinTech, a brand operated by independently registered entities, we offer a comprehensive
suite of financial and technology-driven solutions for individuals, NRIs, and corporates.
Our financial offerings include mutual funds distributed through our AMFI-registered entities,
Specialized Investment
Funds (SIF) offered by eligible asset management companies, and Portfolio Management Services (PMS)
distributed through our APMI-registered entity. AIF access is facilitated through
relevant providers, alongside fixed income investments, retirement planning, insurance distribution, and
National Pension System (NPS).
We also provide estate planning, facilitate loans against mutual funds and shares through trusted
partners,
and help clients explore other personalised financial solutions for varied life goals, connecting them
with relevant providers or specialists where needed.
Alongside financial services, we provide
website development and application development, enabling businesses
and individuals to strengthen their digital presence and operate efficiently in a digital-first world.
Strong domain knowledge across financial markets and technology.
From wealth creation and protection to liquidity and digital enablement.
Tailored strategies aligned to your goals and risk profile.
Transparent, compliant, and client-first in everything we do.
Smart tools and modern platforms for better financial outcomes.
Strategies for lasting wealth, protection, and financial security.
Solutions designed around where you are and where you want to go
Individuals and families seeking to build wealth, protect what matters, and plan for important financial goals and future needs over time.
Professionals starting their financial journey and looking to build disciplined savings, investing, protection, and long-term financial habits.
Indians living abroad seeking suitable investment and financial solutions in India for long-term wealth, protection, and financial goals.
Those preparing for retirement or managing their finances after retirement, with a focus on financial security and long-term stability.
Entrepreneurs and business owners balancing personal wealth, business priorities, liquidity needs, and long-term financial protection.
Businesses and organizations seeking financial, protection, liquidity, and technology solutions supported by practical guidance and trusted partners.
We bring structure, clarity and continuity to every stage of your financial journey
Your priorities, current financial position, and what you want to achieve form the starting point
Goals, time horizon, needs, and relevant risk considerations help identify suitable paths
Documentation, applications, KYC, and interactions with relevant platforms and providers are coordinated
As your goals and circumstances change, solutions can be reviewed and adapted over time
Digital solutions built to strengthen your business and simplify how you operate
We create visually appealing and highly functional websites tailored to your business needs. From responsive design to seamless navigation, we ensure your online presence stands out and delivers a great user experience.
Launch Your Online Presence
Our application development services deliver powerful, scalable, and user-friendly apps. Whether it's mobile or desktop, we build custom applications designed to elevate your business and improve user engagement.
Bring Your App Idea to LifeClear information about our services, investment considerations and risks
Through our relevant registered entities, providers and partners, our offerings include Mutual Fund and SIF distribution, PMS distribution, access to Alternative Investment Funds (AIFs), Fixed Income investments, Retirement Planning, insurance facilitation, National Pension System (NPS), Loans Against Mutual Funds & Shares and Estate Planning. We also provide website and application development.
Availability, eligibility, terms, charges, risks and documentation vary by service and provider.
Prospera FinTech provides general information about its services and distributes or facilitates access through relevant registered entities, providers or partners, depending on the service.
For PMS, Prospera FinTech acts as a distributor through its APMI-registered distributor entity; the selected SEBI-registered portfolio manager provides and manages the portfolio under the client agreement. Prospera FinTech does not manage client portfolios.
Before considering an investment, understand its objective, risks, liquidity, costs, taxation, time horizon, regulatory framework and how it fits within your broader financial picture.
Past performance should not be treated as a guarantee of future performance. Review the applicable product documents and disclosures before proceeding.
No. Prospera FinTech does not guarantee investment returns. Market-linked investments can rise or fall in value, and fixed-income products can also involve credit, interest-rate and liquidity risks.
Review the applicable product documents, risk factors, terms, charges and disclosures before proceeding. See the Disclaimer for additional information.
Tell us what you’re looking for. Our team can share general service information and explain the relevant provider or next steps.
