- +91 9820431043
- plan@prakashbjoshi.com
- 201, New Kamal Kunj Society, Daulat Nagar, Borivali East, Mumbai
Grow. Preserve. Prosper.
Financial Portfolio Management
Why Choose Our Portfolio Management Services?
In an increasingly complex financial landscape, individual decisions can significantly impact long-term outcomes. With over ₹500 crore in assets under advisory and a track record of outperforming benchmarks across market cycles, we help you make informed, goal-oriented investment decisions.
Our services are perfect for clients seeking a financial advisor in Mumbai who provides:
Data-backed insights from a dedicated research desk
Personalized portfolio strategies aligned with your risk appetite
Active monitoring and rebalancing to capture market opportunities
Access to curated equity, debt, hybrid, and alternative investments
1. Understanding You
We begin with a comprehensive analysis of your finances, goals, and tolerance to risk. Whether you’re in your 30s planning early retirement or a business owner securing family wealth, we tailor every portfolio to suit your journey.
2. Strategic Asset Allocation
Using modern portfolio theory and cutting-edge financial models, we diversify your portfolio across multiple asset classes to minimize risk and maximize long-term returns.
3. Active Portfolio Management
Your portfolio is actively managed and reviewed quarterly to adapt to market movements, economic shifts, and changes in your personal goals.
4. Transparent Reporting
You’ll receive clear, timely reports and have 24/7 access to your portfolio dashboard, plus a dedicated relationship manager to explain everything in plain language.
Together
Let's Build Your Wealth, Together
Looking for a financial advisor in Mumbai who truly understands your goals? Or typing “financial advisor near me” in hopes of finding trustworthy, personalized guidance?
crore in assets under advisory
Satisfied Clients
Client Retention
Sectors & Asset
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Is This the Right Time for You to Start?
A smart financial plan does more than grow your wealth—it protects it. Whether you're preparing for education, marriage, retirement, or life's uncertainties, our proven approach to Financial Planning and Risk Management helps you stay secure, stress-free, and future-ready.