Prowealth Trust — Prowealth Trust | wisefolio

Prowealth Trust

IN/AIF3/18-19/0556Cat III

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Prowealth Trust (SEBI Reg. IN/AIF3/18-19/0556) is a Category III AIF registered in June 2018, founded by Bharathi Share Broking Private Limited and managed by WSIM Fund Advisors LLP. The fund operates the 'Prowealth Multi Opportunity Scheme,' a sophisticated two-leg strategy designed to outperform the Nifty Index by preserving capital during market downturns and participating in upside through a structured options approach. The first leg employs arbitrage strategies across equity, commodity, and F&O markets — exploiting statistical inefficiencies in index option pricing and stock/futures pricing — with fallback to debt investments. The second leg deploys potential gains from the first leg into a series of call and put options across various strike prices and maturities to participate in Nifty upside. The fund uses leverage through futures and options positions (offset with hedging), with approximately 80–95% of the portfolio in debt/arbitrage securities and 5–20% in F&O instruments. The fund is structured as a private trust with Stock Holding Corporation of India Limited as independent custodian. Investors have a two-year lock-in period, after which redemptions are permitted at quarter-end in multiples of ₹5 crore. The fund is headquartered at No.9, II Floor, Sucons Padmalaya, Venkatanarayana Road, T. Nagar, Chennai 600017.

Investment Philosophy

Prowealth Multi Opportunity Scheme's investment strategy operates in cycles of one to two years. During down cycles, the first leg seeks to preserve capital through arbitrage and derivatives. During up cycles, the second leg seeks participation in index upside through options. The outperformance is expected to manifest after a complete down-and-up cycle. The fund's approach is patient and cyclical, designed to generate superior risk-adjusted returns over the medium term while protecting capital on the downside.

Team— 3

CA N. Subramanian

Director

CA N. Subramanian is a Fellow of the Institute of Chartered Accountants of India (FCA) and an Associate of the Institute of Cost & Works Accountants of India (ICWAI). He has over 33 years of experience in financial consultancy and the securities market, and has nurtured relationships with various banks and financial organisations to benefit his clients. He is the SEBI-registered contact person for Prowealth Trust.

Ramya Subramanian

Director – Operations

Ms. Ramya Subramanian holds a Post Graduate Diploma in Business Management (PGDBM) in Finance from the Institute of Financial Management & Research (IFMR) and a B.Tech degree from Anna University. She has rich experience in Risk Management and Client Management through previous assignments with Big Four audit firms.

Uma Gowri Subramanian

Promoter Director

Mrs. Uma Gowri Subramanian is a Promoter Director of Prowealth Trust.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/18-19/0556

VintageJun 2018 · 8 yrs old

Valid ToPerpetual

Contact PersonSubramanian N

AddressBharathi Share Broking Private Limited, Flat 9 II Floor Sucons Padmalaya, Chennai, Tamil Nadu, 600017

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Disclaimer

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