Referral Services

Referral Services: Unlock Financial Opportunities with Ease

Looking for smart financial solutions to meet your personal or business needs?

Our referral services connect you with trusted experts offering a range of tailored financial products. Whether you’re leveraging rental income, unlocking the value of your investments, or securing funds for your dream home or business property, we’ve got you covered.

Lease Rental Discounting (LRD)

Do you own a commercial property generating steady rental income? With Lease Rental Discounting (LRD), you can unlock funds based on your future rental receipts without selling your asset. This term loan uses your rental income as collateral, offering flexibility for business expansion, debt repayment, or personal investments.

Why Choose LRD?
  • Access immediate liquidity without dipping into savings.
  • Loan amounts based on rental cash flows (up to 70-90% of future rentals, depending on the lender).
  • Hassle-free repayment—tenants pay rent directly to an escrow account to cover EMIs.
  • Ideal for properties leased to reputed brands or corporates with long-term agreements (5-15 years).

Perfect For: Property owners seeking funds for growth or personal needs while maintaining ownership.

Loan Against Securities (LAS)

Why sell your valuable securities when you can borrow against them? Loan Against Securities (LAS) lets you pledge your shares, mutual funds, bonds, or other financial assets to secure quick funds while retaining ownership. It’s a fast, flexible way to meet urgent cash needs without disrupting your investment strategy.

Why Choose LAS?
  • Quick disbursal—get funds in hours, not days.
  • Competitive interest rates compared to unsecured loans.
  • Retain your investments and benefit from potential market gains.
  • Flexible repayment options tailored to your financial goals.

Perfect For: Investors needing short-term liquidity for personal expenses, business opportunities, or emergencies.

Home Loans's Commercial Property Loans

Whether you’re dreaming of owning a home or expanding your business with a commercial property, our referral services make financing simple and accessible. We connect you with lenders offering customized home loans and commercial property loans to suit your budget and ambitions.
Home Loans:
  • Affordable EMIs with tenures up to 30 years.
  • Competitive interest rates starting as low as 8.5% p.a. (varies by lender).
  • Options for salaried individuals, self-employed professionals, and NRIs.
  • Funds for purchasing, constructing, or renovating your dream home.
Commercial Property Loans:
  • Finance offices, shops, warehouses, or specialized properties.
  • Loan amounts up to 70% of the property value.
  • Flexible repayment terms (up to 15 years).
  • Ideal for business owners looking to invest in growth.

Perfect For: First-time homebuyers, property investors, and entrepreneurs ready to take the next step.

Equity Broking

Ready to dive into the stock market or optimize your existing portfolio? Our equity broking referral services connect you with experienced brokers who offer cutting-edge trading platforms, research-backed insights, and personalized investment advice. Whether you’re a beginner or a seasoned trader, we’ve got the tools to help you succeed.

Why Choose Equity Broking?
  • Low brokerage fees and transparent pricing.
  • Access to real-time market data and expert analysis.
  • Trade equities, derivatives, IPOs, and more—all in one place.
  • Customized portfolio management to align with your financial goals.

Perfect For: Individuals and businesses looking to build wealth through equity
investments.

Conclusion

Our referral services are designed to connect you with trusted financial solutions tailored to your unique needs. From unlocking the value of your assets through Lease Rental Discounting and Loan Against Securities to achieving your property ownership dreams with Home Loans and Commercial Property Loans, we ensure you have access to the best options available.

Additionally, our Equity Broking service opens the door to wealth-building opportunities in the stock market. By partnering with reliable lenders and brokers, we aim to simplify your financial journey, offering convenience, transparency, and expert guidance every step of the way.

Why Refer with Us?

Unlock Asset Value

Access funds from your rentals or securities without selling, keeping ownership intact.

Fast & Flexible Funding

Get quick liquidity with tailored loans and repayment options to suit your goals.

Trusted Partnerships

Connect with reliable lenders and brokers for transparent, hassle-free financial solutions.

Grow Wealth Easily

Build your portfolio with expert equity broking while financing your dreams affordably.

FAQs (Frequently Asked Questions)

Q: How can your referral services help me access funds without selling my assets?
A: As your financial advisor, we connect you with experts for solutions like Lease Rental Discounting (LRD) and Loan Against Securities (LAS), unlocking liquidity from your rentals or investments while you retain ownership.
A: We simplify the process by partnering you with trusted lenders offering competitive rates and customized Home or Commercial Property Loans, tailored to your financial goals.
A: No, our referral services link you with seasoned brokers who provide cutting-edge platforms and personalized advice, so you can grow your wealth with confidence—whether you’re new or experienced.
A: With our network of reliable partners, you’ll experience fast approvals—often within hours for LAS or days for loans—ensuring your financial needs are met without delay.

Your Financial Success Starts Here

Partner with PBP Wealth to unlock tailored financial solutions today.
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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.