Financial goal setting
Define clear, time-bound goals, such as a home, your child’s education or retirement, and a roadmap to reach them.
Free initial consultation
Book your free consultation
A focused, one-on-one session, in person, online or by phone, to understand your financial situation and map out clear next steps for your money.
- Free of charge
- In person, online or by phone
- Confidential
What to expect
What we cover in your free consultation
Whether you are just starting out or want to review the investments you already have, this session gives you practical, personalised guidance and clarity on your next steps.
You leave with
- A clear picture of where you stand today
- Your goals, with rough amounts and timelines
- Practical next steps, and time to decide on them
Investment planning
Identify the types of investment that suit your goals, your timeline and your comfort with risk.
Review of your investments
Assess what you already hold and spot gaps, overlaps or opportunities in your portfolio.
Mutual funds and other options
Understand which kinds of funds or instruments fit your situation, and why, including SIPs and tax-saving ELSS.
Who should book
This session is right for you if…
Salaried professionals, families and small business owners book a consultation for many reasons. These are the most common.
You are a new investor
You are ready to start investing but unsure where to begin or which products to choose.
You want a review
You already invest and feel it is time to review, rebalance or consolidate your portfolio.
You have a goal in mind
You are planning for retirement, your child’s education or a home, and want a structured plan.
You want clarity
You have questions or doubts about financial products, or simply want a second opinion.
How it works
From booking to clear next steps
Four simple steps, and nothing to pay.
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STEP 01
Pick a time
Click Book Now and pick a slot. The booking page shows only the times when we are available.
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STEP 02
Get your confirmation
You receive a confirmation with the details you need to join your session.
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STEP 03
Talk it through
We discuss your goals, current investments, income and comfort with risk, in person, online or by phone.
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STEP 04
Leave with next steps
You get clear, practical next steps, and you decide in your own time.
Book Now (opens in a new tab)
Free · Confidential
Book Now opens our Google Calendar booking page in a new tab. The details you enter there are used only to arrange your session. Read our Privacy Policy.
Before your call
How to prepare for your consultation
You don’t need everything on this list. Bring what you have; it simply helps us make the most of your time.
All your mutual funds in one statement
Request a free Consolidated Account Statement (CAS) from MF Central (opens in a new tab), CAMS or KFintech using your PAN and registered email. It lists every mutual fund you hold, across fund houses.
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Your current investments
Mutual fund statements, fixed deposits, PPF, EPF, NPS, shares or any other savings.
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Insurance policies
Life and health cover: the sum assured, the premium and the policy term.
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Income, expenses and loans
A rough idea of your monthly income, regular expenses and any EMIs.
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Your goals
What you are saving for, roughly what it may cost, and when you will need the money.
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PAN and KYC status
Only if you plan to start investing. KYC is done through SEBI-registered KYC Registration Agencies (KRAs).
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Your questions
Note down anything you want answered, however basic it may seem.
Please don’t share OTPs, PINs or passwords with anyone. We will never ask for them.
Our promise to you
No pressure, and your money stays in your name
These practices apply to every client, from the first conversation onwards.
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Free initial consultation
The initial consultation is free. You decide whether to invest or to continue.
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Investments in your own name
Every investment is made in your own name, directly with the fund house.
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Payments go to the fund house
Money moves from your bank account directly to the mutual fund. We never accept cash or payments into a personal account.
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We never ask for OTPs or passwords
No one from ProsperEdge Financial Services will ask for your OTP, PIN or login passwords.
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KYC through registered KRAs
Your KYC is completed through SEBI-registered KYC Registration Agencies, as required for every investor.
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No promises of fixed returns
Mutual fund returns are market-linked. We explain the risks and never promise fixed or guaranteed returns.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
How we are paid
We are an AMFI-registered mutual fund distributor. We are paid by the mutual fund houses (AMCs) as commission on investments made through us in the regular plans of their schemes. You do not pay us any separate fee. The commission is part of the scheme’s expense ratio, which is shown in the scheme documents.
Check us before you decide
Our regulatory disclosures, links to the investor charter and the steps to raise a complaint are all on one page.
FAQ
Questions about the consultation
Short answers to what people usually ask before booking.
Prefer to talk first?
Ask us anything before you book.
Is the initial consultation really free?
Yes. The initial consultation is free of charge. Afterwards, you decide whether to invest or to continue working with us.
How long does the consultation take?
Plan for about 30 minutes. That is usually enough to understand your situation and agree on clear next steps.
Can we meet in person, or is it online or by phone?
Any of these works. Meet us face to face at our office (At Mohanpur, Block Hiranpur, District Pakur, Jharkhand – 816107), or talk online or by phone from anywhere in India or abroad. Choose whichever suits you.
How do I book a consultation?
Click Book Now to open our scheduling page. It shows only the times when we are available. Pick one that suits you, and you will receive a confirmation by email. You can also call or WhatsApp us on +91 96314 42345.
What should I prepare before the call?
Bring what you have: statements of your current investments, insurance details, a rough idea of your income, expenses and loans, and the goals you are saving for. Nothing is mandatory.
Do I have to invest with you after the consultation?
No. The session is there to give you clarity. You decide whether, when and with whom to invest.
What does it cost after the first consultation?
The initial consultation is free. We are an AMFI-registered mutual fund distributor. We are paid by the mutual fund houses (AMCs) as commission on investments made through us in the regular plans of their schemes. You do not pay us any separate fee. The commission is part of the scheme’s expense ratio, which is shown in the scheme documents.
Will my information be kept confidential?
Yes. What you share is used only to understand your situation and prepare for your session, and it is kept private and secure. We will never ask for your OTP, PIN or passwords.
Free initial consultation
Ready to take the first step?
Book your free consultation today and get clear next steps.