Prosperly gives you a clear plan for your equity investments — how they should be allocated, whether you're on track for your goals — backed by real holdings data and performance vs the benchmark.
Prosperly isn't a one-time check-in. It's a continuous loop — with ongoing advisory tying every stage together.
Set your goals and target allocation across equity, mutual funds, and cash.
Put money to work through your broker or existing mutual fund holdings.
See real performance against your goals and the Nifty 50, in real time.
Rebalance and course-correct as markets move and life changes — then the cycle continues.
Wealth management starts with a plan, not just a number. Prosperly's planning layer tells you how your money is allocated today, and how it should shift as your goals and life change.
See your real split across equity, mutual funds, and cash — and how it compares to an allocation suited to your goals and risk appetite.
Map your investments to real goals — retirement, a house, your child's education — and see if you're actually on track.
Get periodic guidance as markets move and your life changes, so your portfolio stays aligned with your plan, not just your last decision.
Good planning needs accurate numbers. Stocks and mutual funds are usually scattered across brokers, RTAs, and PDFs — Prosperly brings the actual numbers together, no spreadsheets required.
Connect your broker or upload your CAS statement so every stock and fund you actually own shows up automatically.
Stock prices update in real time and mutual fund NAVs refresh the moment AMFI publishes them each day.
Every holding period — 1D to all-time — is compared against the Nifty 50 so you know if your picks are actually working.