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Our Financial Products

Mutual Funds

Mutual funds are professionally managed investment vehicles that pool money from multiple investors to invest in a diversified portfolio of equities, debt, or a combination of both. They offer flexibility, liquidity, and a wide range of investment options to match various financial goals and risk appetites.

At Prosperaa, we specialize in recommending mutual funds tailored to your needs, whether you’re aiming for long-term capital growth, steady income, or a balanced approach. Our team ensures that your investments align with your financial objectives and adapt to changing market conditions.

Bonds

Insurance

Bonds are fixed-income securities that offer a reliable way to preserve capital and generate steady income. As a relatively low-risk investment compared to equities, bonds are ideal for diversification and balancing your portfolio. They can provide predictable returns, regular interest payouts, and the potential for capital appreciation in certain market conditions.

At Prosperaa, we offer access to over 18,000 listed bonds, ensuring a wide variety of options to suit different risk appetites and financial goals. Whether you’re seeking government bonds for safety, corporate bonds for higher yields, or tax-saving options, our expertise allows us to recommend the most suitable bonds for your investment needs.

Insurance is a cornerstone of financial planning, offering protection against life’s uncertainties while ensuring financial security for you and your loved ones. Whether it’s life insurance, health insurance, or coverage for critical illnesses, having the right policy provides peace of mind and stability during unforeseen events.

At Prosperaa, we help you navigate a wide range of insurance products to find the coverage that best suits your needs. Our personalized approach ensures you are adequately protected while optimizing the value of your premiums.

Fixed Deposit

Fixed deposits (FDs) are a secure investment option that provides guaranteed returns over a specified period. Known for their low risk and consistent interest rates, FDs are an excellent choice for preserving capital and earning predictable income.

At Prosperaa, we guide you in selecting fixed deposit options that align with your financial goals, helping you balance safety and returns effectively. Whether you're planning for short-term savings or long-term stability, we ensure your investments work for you.

Shares Recovery

Did you know over ₹68,800 crore are lying with IEPF in the form of unclaimed shares? and shares worth 3,78,0000 Cr are still in physical form not yet dematerialized? Prosperaa helps you recover these lost shares effortlessly by managing all paperwork and coordinating with respective stakeholders.

At Prosperaa, we help you to trace and reclaim unknown/ forgotten/ lost investments under family members’ names. Also we can help you convert physical shares to Demat for easier management. Let Prosperaa help you unlock your hidden wealth. Contact us today to begin your recovery journey!

Your Trusted Financial Planning Partner

Empowering your financial journey powered by extensive research with personalized planning for all your life and career goals, from education to retirement, and everything in between.

Founded by Shriraj Attal. He is Gold Medal holder in his graduation, B.E in Industrial Engineering. He completed his M.S from The Pennsylvania State University, U.S.A where he specialized in Operations research and Supply chain and here, he got his first taste in finance. He was a Level 2 Candidate of the C.F.A (Chartered Financial Analyst) course USA.

He has a Professional experience of over 5+ years with Yokohama Off-Highway Tires in the field of Supply Chain where he managed USA OEM Supply Planning of over 400 SKUs, Capacity Planning and Production Planning for 4 Manufacturing plants demonstrating his exceptional strategic planning and execution abilities

He has been investing in the markets for over a decade now and has a research-oriented approach to investing. He firmly believes Wealth Creation is possible for everyone using robust and adaptive planning, the Power of Compounding and a disciplined way of Investing through Mutual Funds. He founded Prosperaa with this aim of helping others converting their financial dreams into reality.

Shriraj Attal
Founder

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Client Testimonials

Hear from our satisfied clients about their financial journeys.

Prosperaa helped me achieve my Home and vacation planning goals with personalized planning and support.

CA Aditi

Pune, India

The team at Prosperaa provided exceptional guidance for meeting my retirement phase planning. Highly recommend their services for anyone looking for financial advice.

Ankit A

Aurangabad, India

★★★★★

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