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EXPERTISE • FIDUCIARY RIGOR • TRUST

Leadership & Multidisciplinary Advisory Council

Guided by Founder & CEO Mayank Verma and backed by an institutional network of Chartered Accountants, Investment Bankers, and Compliance Specialists.

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Mayank Verma - Founder & CEO, Prosperis Financial Advisory
FOUNDER • CHIEF EXECUTIVE OFFICER

Mayank Verma

Master of Financial Planning • Master of Banking & Finance (Melbourne, Australia)

With over 8+ years of dedicated professional experience across financial planning, business fundraising, wealth management, and strategic transaction structuring, Mayank Verma leads Prosperis Financial Advisory. Having earned dual postgraduate degrees in Banking & Finance and Financial Planning from Melbourne, Australia, he blends global fiduciary discipline with deep practical knowledge of Indian financial markets and cross-border regulatory frameworks.

Mayank is an AMFI-registered Mutual Fund Distributor (ARN: 361974) and an IRDA-certified insurance advisor (IC38). Under his direction, Prosperis has advised more than 100+ clients across India and globally, facilitated over ₹100 Cr+ in business funding, and sustained a remarkable 98% client retention rate.

Institutional Support

Our Multidisciplinary Advisory Desks

To deliver end-to-end financial excellence, Mayank Verma coordinates an integrated council of Chartered Accountants, Investment Bankers, Corporate Lawyers, and Property Specialists across 4 specialized practice divisions.

Wealth & Portfolio Desk

Dedicated to objective mutual fund research, systematic SIP modeling, NRI & Foreign Investors onboarding, and retirement roadmaps aligned with investor horizons.

AMFI ARN-361974 Regulated

Capital & Funding Desk

Specialized in business expansion loans, working capital facilities, seed/venture capital, government grants, and low-CIBIL credit restructuring.

₹100 Cr+ Funding Facilitated

M&A & Valuation Desk

Advising business owners on exit planning, EBITDA multiples, virtual data rooms, due diligence coordination, and buyer negotiation support.

Domestic & Cross-Border Deals

Accounting & Tax Desk

Partnering with licensed CAs, CPAs, and ACCA professionals to provide cloud bookkeeping, GST reconciliations, advance tax planning, and statutory filings.

CA, CPA & ACCA Network