Prosperity Wealth Advisors
Principal Advisor: Samraat Jadhav
SEBI RIA REG NO: INA000016773
Samraat Jadhav is a well respected name in Financial Service industry. Over 20+yrs of experience and worked with great companies at a senior level gives him the cult to manage high end portfolios.Educated from XLRI and on a mission towards creating wealth for every individual associated with Prosperity Wealth Adviser.
Using the Power of Data to Simplfy Advice
Services Offered
NRI Investment Planning
Investment planning tailored for NRIs considering their unique tax and regulatory requirements.
Cross-border Tax Planning
Tax optimization strategies for NRIs considering both Indian and foreign tax implications.
Repatriation Planning
Planning for smooth repatriation of funds and wealth transfer strategies.
About Prosperity Wealth Advisors
Prosperity Wealth Adviser was founded with a vision to create wealth for our customers through new innovative ideas for money. The vision kick started in creating India's One of The entity to use Advance Technological Tools like Statistics, Customer Behaviour Analysis, Machine Learning, Data Science and Neuroscience. It's a digital platform to serve all our customer needs through curated portfolios which are exclusively designed. We feel proud in taking the pledge that all our portfolios will be ACTIVE in nature
Client Testimonials
“Priya helped me understand the complexities of NRI investments. Her expertise is invaluable.”
Amit Shah
NRI - USA
“Excellent cross-border tax planning that saved me significant money.”
Sunita Reddy
NRI - UK
Frequently Asked Questions
What are the investment options for NRIs?
NRIs can invest in mutual funds, stocks, bonds, and real estate in India with certain restrictions and compliance requirements.
How do you handle cross-border tax planning?
We consider both Indian and foreign tax implications to optimize your overall tax liability.
