PROSPERO

Firms Profile

PROSPERO FINANCIAL PLANNING & WEALTH MANAGEMENT is an Independent Investment Advisory Firm offering financial planning, investment management and insurance services led by Mrs. Archana S. Bhingarde, Certified Financial PlannerCM.

We are here to offer our client a comprehensive, integrated financial planning and wealth services . We offer clients an objective approach to solving their investment needs and help see the bigger picture, set long and short term goals for their financial needs and requirements.

We understand that each client’s financial situation is unique and needs a customized plan designed to help individuals reach their financial goals. Whether your goal is to provide for your child’s higher education, purchase a house, invest in a property, plan for retirement or any other future financial needs. We are here to guide you on the path to financial independence. We provide comprehensive, individualized service focused on understanding and achieving your unique needs and objectives and help you reach financial planning success.

About the Proprietor

Archana, an idyllic representative of various financial institutions, has expanded her horizon in the  Finance Industry over the career span of 27 years. In 2005, she was entitled the honor of CFP (Certified Financial Planner), the highest endorsement awarded by the Financial Planning Standard Board (FPSB).

CFP designation is a mark of distinction which is globally recognized by employers, investment professionals, and investors. She has conducted Financial Planning workshops for corporates namely SBI, ICICI, and Kotak Securities in association with IMS.

Besides being a financial expert, this woman of her words, shares her insights and expertise in the financial daily newspaper regularly. She has taken more than 150 educational seminars on Financial Planning. Archana imparts her knowledge very often on Radio and Television.

Professionals, executives, business owners and high-end business families live a worry-free life on account of her guidance in financial planning. An overall life planning is taken care of under her supervision.

Her consistent approach towards quality of work has helped her conquer a satisfactory client base since 1991. She has efficient grip over tax, finance, children’s future and retirement plans.

Archana believes that her biggest accomplishment so far is the trust she has gained from families and individuals over the years with multiple references and good response from satisfied clients. She aims to continue her proficient service with financial expertise hereafter thereby helping her clients fulfill their dreams and responsibilites with absolute ease.

- Archana Bhingarde

Founder!

Archana has demonstrated a mastery of the analytic skills in her career span of over 20 years in the Banking and Finance industry. She is an authorized representative of various financial institutes since 1991. Archana has been awarded the designation of CFP (Certified Financial Planner), the highest endorsement offered by the Financial Planning Standard Board (FPSB) in 2005. CFP designation is a mark of distinction that is globally recognized by employers, investment professionals, and investors. She takes pride in promising ‘exceptional service delivery to every client’. She is also associated with IMS in their Financial Planning workshops conducted for corporates like SBI, ICICI, and Kotak Securities.

Clienteles

She helps professionals, executives, business owners and other hard-working families and retirees make Tax-advantaged investments to build wealth and sustain their lifestyles. Specializing in retirement, financial, and tax planning, she has built a solid client base through referrals from satisfied clients since entering the business in 1991.

OUR VISION

Major Views

To be the company that best understands and fulfills the financial dreams of families across the world.

OUR MISSION

Our Aims

To help our clients and their families attain financial peace of mind by realizing their dreams for themselves and their families through their businesses or professions in their best interest. We will strive to make our society financially literate by observing unequalled standard of excellence in our profession.

OUR VALUES

Our Way of Success

We have pledged to uphold the highest standards of ethics and professional conduct. And our values are the building blocks and framework of our firm which we use at all stages of our dealing with our clientele

1
Integrity

To act with honesty and integrity without compromising the precision.

2
Passion

Putting the heart and mind in the work to get the best.

3
Service Excellence

Giving the best and world class service and achieving excellence each passing day.

4
Empowerment

Empowering the employees to take the initiative and give the best.

5
Community

A sense of responsibility and contribution to society that defines our existence. It’sa commitment to serve the interests of our investors and of the society.