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Prayodhan Wealth Management
Prayodhan Wealth Management is a bank / wealth / trust based in Pune; the Altss profile covers its classification, headquarters, registration, AUM band, and...
Overview
Prayodhan Wealth Management is a wealth management firm based in Pune, India. It focuses on clients in Asia.
General information
Firm type
Bank / Wealth / Trust
Location
Region
Asia
Country
India
City
Pune
Corporate office
Pune, Maharashtra, India
Frequently asked questions
Is Prayodhan structured as a discretionary wealth manager or an advisor?
Prayodhan operates on an advisory basis. It recommends investments but does not hold discretionary authority over client assets. Clients retain final decision-making control, which distinguishes the firm from the discretionary portfolio management services common in India's larger wealth management institutions.
Does Prayodhan serve only Indian-domiciled clients?
Yes, the firm's client base consists of Indian families and entrepreneurs, primarily those looking to diversify internationally. Its regulatory and tax structuring is built specifically around Indian resident and NRI requirements for offshore investing, using frameworks compliant with the Liberalised Remittance Scheme and other relevant regulations.
How does Prayodhan's approach differ from a large Indian private bank's wealth division?
Unlike private banks that distribute a broad shelf of products — including proprietary funds, structured notes, and liquid strategies — Prayodhan maintains no proprietary asset management arm. Its model is built on independent manager research and a restrained product menu that avoids conflicts of interest arising from distribution fees or in-house fund promotion.
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