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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −1.3% | −5.6% | +4.3% |
| 3 Months | +0.5% | −3.6% | +4.1% |
| 6 Months | +6.6% | +8.1% | −1.5% |
| 1 Year | +2.9% | −2.3% | +5.3% |
|---|
| 2 Years | +3.7% | −3.9% | +7.6% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +10.1% | +11.7% | −1.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 35-month window · Source: Computed from NAV history
Maximum drawdown: 4.8%
PWM India’s story and investment philosophy are on the PWM India firm page.
Mr. Vishwanath A
Fund managerFund Manager, Client Relations
Chartered Accountant previously associated with Grant Thornton and BDO. CFA Level 3 candidate with over five years of experience in finance. Responsible for communicating investment philosophy and portfolio strategy to clients. Holds NISM Portfolio Management certification.
Mr. Bhagwat Nayak
Fund managerCo-Fund Manager, Research.
Mr. Nayak is a Chartered Accountant with close to a decade of experience in the field of finance. He was previously associated with Victoria, Mathews & Santhakumar in Chennai. He has been an integral part of the team at Prosperity Wealth management since the inception of Prosperity Discovery Fund. He holds a Portfolio Management and Research Analyst certification from the National Institute of Securities Market (NISM). He handles compliance and reporting at Prosperity.
Mr. Sudharsan N
Fund managerFund Manager, Research
Previously associated with Bank of New York Mellon in the mutual fund domain. MBA in Finance with over five years of equity research experience. Holds NISM Research Analyst and Portfolio Management certifications. Specialises in Banking, NBFC, Services, and Real Estate sectors.
Mr. Manivannan E
Fund managerAsst. Co-Fund Manager, Research.
Mr. Manivannan brings rich experience from his career in the Portfolio Management Services (PMS) industry, where he has been actively involved in equity research, financial analysis, and business valuation. A qualified finance professional, he holds a Postgraduate Diploma in Finance, has successfully cleared CFA Level II, and is certified by the National Institute of Securities Markets (NISM) as both a Research Analyst and Portfolio Manager. His strong analytical foundation, combined with a multidisciplinary background and a Master's degree in Chemical Engineering, enables him to evaluate investment opportunities with a rigorous, research-driven approach.
Mr. Vasudev Gupta
Founder, Chief Investment Officer.
Mr.Gupta is a SEBI Registered Portfolio Manger and the Chief Investment Officer of Prosperity Wealth Management. He previously held the position of a SEBI registered investment advisor advising family offices and UHNWIs on asset allocation and wealth management strategies. He specialises in evaluating equity investments in the manufacturing & capital goods sector, given his decade of expertise in this domain. He holds a masters degree in Innovation & Entrepreneurship from the Imperial College London. He also holds a Portfolio Management and Research analyst certification from the National Institute of Securities Markets (NISM).
Mr. Deepak Jha
Manager, Operations
Over three years of experience in fund operations including client onboarding, custody coordination, fund accounting integration, and MIS preparation. Previously handled backend integration and reporting functions with Axis Bank custody teams.
Mr. Vishwa S
Compliance Officer.
Mr. Vishwa is a qualified finance professional with an MBA in Finance and a PGDM in Financial Analytics. He brings a strong blend of financial knowledge, analytical skills, and regulatory understanding to his role at the firm. As Compliance Officer, Vishwa is responsible for supporting the firm's regulatory compliance framework, monitoring adherence to internal policies and industry standards, and assisting in the timely preparation of compliance reports and documentation. He works closely with operational and finance teams to ensure processes align with evolving regulatory requirements while promoting transparency and operational discipline across the organization.
Mr. Akash V
Head of Operations.
Mr. Akash is a Chartered Accountant with experience in finance, operations, compliance, and business advisory. Before joining Prosperity, he worked with ASA Baker Tilly, where he was involved in audit, consulting, and advisory assignments across multiple industries, gaining broad exposure to diverse business environments and regulatory frameworks. As Head of Operations at Prosperity, Akash is responsible for overseeing the firm's operational and financial functions, ensuring seamless execution of processes, regulatory compliance, and timely reporting.
Registration No
INP000007049
Fund Manager
Mr.Vasudev Gupta
Principal Officer
Mr.Vasudev Gupta
Inflow
₹0.00 Cr
Outflow
₹1.30 Cr
Net
₹-1.30 Cr
Not reported — complaint data for this strategy isn't available yet.
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