Prosper Finmart

Yeshwant D Shingwekar

Wealth Mentor

Our Products

  • Mutual Funds

    We are associated with all asset managing companies like ABSL AXIS Canara DSP Edelweiss Franklin HDFC ICICI IDFC Invesco Kotak L& T Mirae Motilal NIPPON PGIM SBI Sundaram TATA UTI MF, etc... AUM 280 Crores as of 31st March 2021.

    Mutual Funds are the best choice for those who want their hard-earned money to work equally hard. Our Wealth Management plans will build & manage a high-performing portfolio curated to your life’s needs. Mutual Funds have emerged as the biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme.

  • Life Insurancee

    As the name suggests, Life Insurance India secures your life from financial losses, which occurred due to the unexpected or premature death of the insurer. In life insurance, the insurer pays a fixed amount of money in the form of premium, to the insurance company,

    In return for which company promises to pay a certain sum of money to the family or legal heir of the insurer, on his death or mis-happening. The money the company pays depends upon the contract and premium paid by the insurer. Call us now, your Life Insurance Agent to ensure you and your beloved family.

    You will do anything for the ones you love.Thinking about why you need life insurance can be an emotional and stressful task. However, life insurance is one of the most responsible decisions you can make to help ensure that your spouse, children or other loved ones can continue to enjoy the quality of the life they deserve.

  • Health Insurance

    A health insurance plan that covers critical illness means you can insure yourself against the risk of serious illness in much the same way as you insure your car and your house. It will give you the same security of knowing that a guaranteed cash amount will be paid if the unexpected happens and you are diagnosed with a critical illness.

    Mediclaim and critical care health insurance coverage with cashless / non-cashless facility and international treatment and Doctors’ second opinion facility. All family members free medical check-up at reputed panel medical centers every year.

  • Equity Investment / PMS

    When we buy equities, we start looking at the price the next day or next week. For many who call themselves investors, the long run is 1 month. But do you think the management of the business of which we buy shares really looks at their business growth in such a short period?

    This basic rule states that -

    1. You first have to sow a seed.
    2. Keep watering it for it to grow.
    3. Wait for some time with patience.
    4. With the passage of time, you will get the fruits of your hard work and patience.

  • Estate Planning

    Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

    Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.