Prospera Finserv Company Profile, Contacts & Intelligence

Prospera Finserv Overview

Mutual Fund | Personal/ Business Loans | Term Loans / Cash Credit | Rating Advisory | Taxation Prospera Finserv is led by CA Jyoti Vyas, who is dedicated to helping individuals achieve financial independence and offering customized solutions to MSMEs. With over 10 years of experience in the finance sector, she has worked with esteemed organizations such as E&Y, Eatigo India, and Northern Trust, where she developed expertise in financial planning, budgeting, analytics, taxation, and loan advisory. During her time at Northern Trust, she had the opportunity to work for global fund houses, like Barclays, Rothschild, and Artemis etc. further broadening her understanding of diverse financial landscapes. As a SEBI Registered Mutual Fund Distributor, she works with major Asset Management Companies across India to help investors achieve their financial goals. Her focus is on offering personalized financial solutions that empower clients to meet both their financial and personal aspirations. Her mission is to guide individuals towards long-term financial success and help MSMEs navigate complex financial challenges. Services Offered: • Mutual Funds – Goal-Based Financial Advisory • Personal/Business Loans • Term Loans/Project Loans for Businesses • Working Capital – Cash Credit/Overdraft • Tax Filings • Credit Rating Advisory • CFO Services – Budgeting, Analytics & Internal Controls With only a small portion of the Indian population currently investing in Mutual Funds, the potential for growth is immense. Additionally, India is home to 6.38 Crores registered MSME units, representing a vast and largely untapped market. Prospera Finserv aims to empower individuals to achieve financial independence, enabling them to realize their dreams and aspirations. The firm is dedicated to providing timely and customized financial solutions to MSMEs, contributing to the financial growth of the nation.

Headquarters

Pune, Maharashtra, In

Industry

Financial Services

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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