Your Trusted Partner in Financial Growth

Smart Strategies. Secure Futures. Unmatched Expertise.

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At Prosperity Bridge Partners, we combine personalized strategies with decades of expertise to help you achieve your financial goals. Whether you’re planning for retirement, growing your wealth, or protecting your assets, we’re here to guide you every step of the way.

Building Bridges to Financial Prosperity

Expert Financial Planning and Wealth Management Solutions

At Prosperity Bridge Partners, our mission is to empower individuals, families, and businesses with tailored financial solutions. By combining decades of expertise with a client-first approach, we provide comprehensive services in investment planning, insurance solutions, and wealth management.

We believe in simplifying financial complexities while helping you achieve long-term stability and growth. Whether you’re looking to secure your family’s future, plan for retirement, or maximize your wealth, we are here to guide you every step of the way.

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Our Services

Expert Services Tailored to Your Financial Goals

At Prosperity Bridge Partners, we offer a wide range of services designed to meet your unique financial needs. From strategic investments to safeguarding your future, our expert team ensures that your wealth works harder for you.

Investment Services

Maximize your returns with personalized investment strategies.
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Insurance Services

Protect your family and assets with customized insurance plans.
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Fixed Income Options

Achieve stability with secure, high-yield fixed income products.
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Financial Planning

Create a roadmap for your financial future with expert planning.
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Succession Planning

Succession planning ensures your assets are passed on as per your wishes.
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Referral Services

Referral service connects you with trusted professionals for your needs.
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Who Do We Serve?

Empowering Individuals and Businesses to Achieve Financial Success

We understand that every client is unique. Our tailored financial solutions are designed to meet the needs of diverse groups, helping them navigate their financial journey with confidence and ease.

High Net-Worth Individuals
High Net-Worth Individuals
  • Manage and grow substantial wealth with precision.
  • Create a legacy through personalized investment and estate planning.
  • Protect your assets with comprehensive risk management solutions.
Young Professionals
Young Professionals
  • Kickstart your financial future with smart, goal-oriented strategies.
  • Build a strong foundation for long-term growth and security.
  • Discover easy ways to balance savings, investments, and lifestyle needs.
Families
Families
  • Secure your family’s future with reliable insurance and savings plans.
  • Plan for key milestones like education, weddings, and retirement.
  • Achieve peace of mind with a financial plan tailored for loved ones.
Business Owners
Family Office
  • Maximize your business’s financial health and profitability.
  • Access investment solutions to grow your enterprise sustainably.
  • Plan for contingencies and protect your business legacy.
Retirees
Retirees
  • Ensure a comfortable and stress-free retirement with steady income.
  • Protect your wealth with low-risk investment options.
  • Achieve your life’s dreams while enjoying financial security.

Testimonials

What Our Clients Say About Us

We take pride in helping our clients achieve financial growth and security. Here’s what they have to say about their experience with Prosperity Bridge Partner.

“Prosperity Bridge Partners has been my trusted financial advisor for years. Their expert team guided me through a substantial inheritance, crafted tax-efficient marriage planning strategies, and developed a comprehensive education savings plan for my child. Their responsive and personalized approach has provided me unwavering confidence in navigating complex financial landscapes and securing my family’s future.”

“Prosperity Bridge Partners has significantly enhanced our investment portfolio through their strategic, data-driven approach. Their team developed a personalized investment strategy aligned with our risk tolerance, optimized our tax planning, and supported our retirement objectives. Their clear communication and expertise transform complex financial challenges into straightforward, confident decisions.”

“Navigating the complex financial landscape can be challenging, but Prosperity Bridge Partners has been our guiding light. Their strategic insights and adaptive approach have remarkably transformed our investment portfolio, crafting a comprehensive estate plan that secures our children’s future. What truly distinguishes them is their exceptional ability to uncover hidden financial opportunities we would never have identified on our own, making them an indispensable partner in our financial journey.”

“Partnering with Prosperity Bridge Partners has been a game-changer for us. They have consistently delivered strong annual returns on our investments. Not only have they helped us grow our wealth, but their strategic planning has also significantly reduced our tax burden. Their team’s monthly meetings to optimize our portfolio are invaluable, recently guiding us to create a tax-efficient charitable giving plan that supports our favorite causes and maximizes deductions. Their blend of market expertise and genuine care for our family’s financial wellbeing makes all the difference.”

“Our financial journey took a remarkable turn with Prosperity Bridge Partners. Their expertise in creating a fully diversified portfolio has been transformative, meticulously selecting independent funds that optimize our long-term growth. By establishing a strategic trust for our grandchildren and conducting quarterly strategy sessions, they’ve demonstrated an unparalleled commitment to personalized financial planning that goes beyond traditional advisory services.”

“Our financial landscape has been profoundly reshaped by Prosperity Bridge Partners‘ strategic approach. Over an extended period, they’ve consistently optimized our investment portfolio, delivering steady returns while implementing innovative tax planning strategies. Their monthly consultations have been instrumental in developing a charitable giving plan that aligns with our values and maximizes financial benefits, showcasing their unique blend of market expertise and genuine personal care.”

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We provide personalized financial planning and wealth management services to help you achieve your goals.

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Sheel Mehrotra – Founder

Sheel Mehrotra is the Founder and Managing Partner of Prosperity Bridge Partners.

Over a 26-year career, Sheel has held several leadership positions in Mutual Funds and Wealth Management. Based in New Delhi, Sheel heads a broad spectrum of product functions, including investment strategy and specialist services. As Financial Advisor and trusted Partner, role is to offer curated solutions to achieve client’s financial goals while exhibiting the highest standards of conduct in service and maintaining confidentially in dealings.

He has over two decades of experience gained at ICICI Prudential & Kotak Mahindra Asset Management and Sanctum Wealth while also worked in Advisory role at ICICI Bank Private Banking. His most recent position was Senior Partner at Incred Wealth.

Sheel holds a Bachelor’s degree in Economics from Lucknow University. He is Post Graduate Diploma in Business Finance from Indian Institute of Finance.