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Research-driven wealth creation with long-term discipline.
Prospero Tree Financial Services is a privately held investment firm dedicated to enhancing financial lives and building long-term legacies. With over 25 years of experience in financial markets, the firm provides independent, research-driven investment advice to high net-worth individuals and institutional investors. Prospero Tree emphasizes integrity, investor education, and disciplined wealth creation across equity, debt, money markets, and other financial instruments.
Prospero Tree follows a research-driven and conservative long-term investment philosophy. The firm emphasizes understanding client requirements, identifying appropriate investments, and maintaining strict valuation discipline. Investment decisions are process-based, adaptive to evolving market environments, and anchored in continuous learning. The strategy strongly advocates diversified asset allocation across equities, fixed income, gold, and real estate. In fixed income, capital protection is prioritized over yield enhancement through excessive credit risk. In equities, the approach balances established quality businesses with emerging growth companies while maintaining disciplined risk management and behavioral discipline.
Nilesh Doshi
Co-founder
Chartered Accountant with extensive experience in stock and commodity markets, along with successful investments in real estate. A value investor focused on risk management and diversified asset allocation, with over two decades of proven investing experience. Known for research-backed investing, disciplined valuation focus, and independent thinking.
Dhruvesh Sanghvi
Co-founder
Management Graduate from NMIMS University and Computer Engineer from Mumbai University. Previously associated with multiple roles in financial markets, including working with Mr. Vallabh Bhansali. Focused on long-term value investing, research-backed investment processes, and relationship-driven capital market participation.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.