Frequently Asked Questions

We take a holistic approach to your finances rather than focusing on a single product. Our goal is to help you build, protect and grow your wealth while providing expert guidance across every stage of your financial journey.

Simply book a consultation with our team. We'll understand your financial goals, assess your current situation and recommend personalised solutions that best suit your needs.

Yes. Every recommendation is tailored to your financial goals, investment horizon, risk appetite and business requirements. We believe every client deserves a customised financial strategy.

Yes, completely. All your personal and financial information is kept strictly confidential. We are an AMFI Registered Mutual Fund Distributor - ARN 361974 and IRDA-licensed Insurance Advisor — bound by regulatory standards that protect your data and interests at all times.

Absolutely. We believe in long-term relationships. Our team provides continuous support, regular portfolio reviews, financial guidance and assistance whenever your financial needs evolve.

Absolutely. You can start a Mutual Fund SIP with as little as ₹500 per month. Small, consistent investments combined with the power of compounding can build significant wealth over time. We help you choose the right fund based on your risk appetite and goals.

Yes. We actively serve NRI clients across Australia, the UAE, the UK, the USA, and beyond. We help NRIs invest in Indian Mutual Funds, manage insurance, and navigate tax and accounting requirements seamlessly across borders. We also provide Startup Business Funding and Merger & Acquisition advisory services globally, supporting entrepreneurs and businesses with their growth, fundraising, and strategic expansion needs.

Yes, in many cases. We first understand the reason behind the low CIBIL score and assess whether the issue is genuine, significant, or can be addressed. If there are no major concerns, we work towards improving the credit profile and then assess the business on its overall strengths — such as cash flows, profitability, project viability, assets and repayment capacity. Based on the assessment, we explore suitable funding options through our network of commercial banks, institutional lenders, financial institutions, and private investors, subject to their eligibility and approval.

We assist with Working Capital, Business Expansion, Project Finance, Machinery Finance, Structured Finance, Venture Capital, Private Equity and other funding solutions based on your business requirements and eligibility.

Yes. We help clients explore suitable Home Loans, Business Loans, Loan Against Property (LAP), and other financing solutions through our network of banking and financial partners, subject to eligibility.

Yes. We assess your business objectives, financial position and growth strategy to identify suitable acquisition, merger or strategic partnership opportunities.

Yes. We help business owners evaluate their business, identify potential buyers or strategic investors, structure the transaction and support negotiations for a well-planned exit.

Yes. We support the transaction from valuation and due diligence coordination through deal structuring, negotiations and closure, working with legal, tax and other specialist advisors where required.

Yes. We work with multiple insurance providers to help you compare suitable plans for life, health and business insurance, ensuring you receive the right coverage for your needs.

Yes. We assist individuals and businesses with Income Tax Planning, GST, Accounting, Bookkeeping, Financial Statements and compliance services to help you stay organised and compliant.

Prosperis Financial Advisory provides professional real estate brokerage services in Bhopal and Indore, assisting clients with buying and selling residential and commercial properties, including houses, apartments, plots, land, and commercial spaces. Our services include property identification, connecting buyers and sellers, price negotiations, and transaction coordination to facilitate a smooth and transparent property buying or selling experience.

Our real estate brokerage charges in Bhopal and Indore are 2% of the total property transaction value for properties valued up to ₹1 crore and 1% for properties valued above ₹1 crore. For example, the brokerage fee for a ₹1 crore property is ₹2 lakh, while a property valued at ₹1.5 crore attracts a brokerage fee of ₹1.5 lakh. Applicable taxes, if any, are additional. All brokerage charges and terms are communicated clearly before proceeding with the transaction.

Yes. We actively facilitate the buying and selling of agricultural land, farm plots, and residential plots in approved colonies across Bhopal and Indore. We coordinate demarcation checks, Khasra-Khatauni verification, diversion status, and clear 30-year title due diligence.

Yes. We assist clients with buying and selling independent houses, duplexes, villas, builder floors, and apartments, as well as commercial properties, standalone commercial houses, and office buildings in prime corridors with complete negotiation and registry execution support.