We are committed to your peace of mind.

Building wealth isn’t about chasing opportunities, it’s about making the right decisions at the right time.

Trustworthiness

Integrity

Customer Focus

Innovation

Financial Strength

Security

Investment Distribution & Execution Support

Access mutual funds, equities, bonds, and structured products through regulated platforms with simplified execution.

Portfolio Review & Structuring Support

Bring clarity to scattered investments with consolidated reviews, asset allocation discussions, and gap identification.

NRI Investment Support – India Desk

Single-point contact for NRIs managing India investments, parent oversight, and compliance coordination.

Retirement Readiness & Wealth Structuring

Evaluate retirement preparedness, corpus adequacy, and cash flow alignment for a confident retirement transition.

Risk Protection Solutions

Term insurance, health insurance, and life protection facilitated through IRDAI-registered insurers.

Alternate & Premium Investment Access

For eligible investors: PMS, AIFs, private credit, and structured products through SEBI-registered partners.

Family Wealth Organisation & Continuity

Asset documentation, nomination mapping, and intergenerational wealth continuity planning.

Our Services

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Customer Reviews

I would always recommend Proventos as a fair and worth option to seek financial management.Best wishes to the organisation and the dedicated team!

Shweta Lengade

From the start, Kuldeep and his team demonstrated a deep understanding of my financial goals, offering personalised advice that aligned with my strategy. Their support is responsive, friendly, and always available to answer questions or address concerns promptly.

Bhagyashri Sonawane

For the past eight years, we have worked with Proventos without any problems. Following our communication with Kuldeep, he dispersed the portfolio and gave us advice based on our financial objectives. Since then, the investments have been methodical and organized. The crew is constantly accessible and effective in addressing any questions or problems following the initial phase. We anticipate working with the team for a long time.

Chaitanya Dharmadhikari

The team at Proventos headed by Kuldeep, a trusted friend, are efficient and diligent in handling advisories wrt investment solutions and have expertise and experience in a wide variety of instruments. They have been instrumental in handling my family’s portfolio with really great returns, and we’re looking forward to enhancing our collaboration for building our future prospects.

Devendra Kumar

I’ve worked with Proventos Wealth for a while now, and here’s the thing they actually listen before giving advice. They walk you through every option, show the risks upfront, and don’t push anything unnecessary. My financial planning feels a lot more stable because of their guidance.
Kuldeep, Kush, deepanshu very friendly and helpful.

Atul Sirsode

I have been with Proventos since 6 years and I am so happy with the service, their in depth market knowledge and returns I am getting on my mutual funds. Being NRI I need peace of mind when I invest my money in the Indian Market and Proventos surpassed my expectations!

Mangesh Bhagat

Working with Proventos has genuinely proved to be a great financial decision. Kush took the time to truly understand my goals, risk appetite and long term plans in order to build a tailored strategy and not something generic. The team explains things clearly, never rushing into anything which has given me the trust and confidence to invest carefree. Deepanshu has been super polite and professional through the whole process as well making it super seamless! Highly recommend them to anyone looking for thoughtful, transparent and reliable financial guidance !