Services

Services

Our Comprehensive Financial Services

At Prosperity Bridge Partner (PBP Wealth), we offer a range of financial services designed to help you achieve stability, growth, and peace of mind.

Our expert team is here to guide you through every step of your financial journey, providing personalized solutions tailored to your unique goals. Whether you’re planning for the future, seeking secure income options, or looking to grow your wealth, we have the expertise you can trust.

Crafting Your Roadmap to Success

We provide personalized financial plans that align with your short-term and long-term goals. Our strategies are designed to ensure you’re prepared for life’s milestones while securing your financial future.

Fixed Income Options

Fixed Income Options

Secure and Steady Income Solutions

Explore our fixed income options to ensure consistent returns with minimal risk. We help you build a stable financial foundation with solutions tailored to meet your income needs.

Insurance Services

Protecting What Matters Most

Our insurance solutions safeguard your assets, family, and future. From life to health and beyond, we ensure you’re covered with comprehensive plans designed just for you.

Insurance Services

Investment Services

Maximizing Your Wealth Potential

Our investment strategies focus on growing your wealth with a balanced approach to risk and reward. Trust us to help you make smart, informed investment decisions.

Succession Planning Services

Maximizing Your Succession Planning Services

Succession planning is a strategic process that identifies and develops internal talent to fill critical leadership roles, ensuring a smooth transition and minimizing disruption when key employees leave or retire.

Investment Services - Maximizing Your Wealth Potential

Referral Services

Succession Planning Referral Service

Our investment strategies focus on growing your wealth with a balanced approach to risk and reward. Trust us to help you make smart, informed investment decisions.

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.