PR Wealth is a SEBI-registered investment advisory firm offering research–backed advice across various asset classes. We advise only what we invest in ourselves — so our interests are fully aligned with yours. Your complete wealth advisory — Equity, REITs, InvITs, and Taxation.
Conviction-based direct equity portfolios — built entirely on in-house research, across market caps and sectors, anchored in long-term value creation. The same stocks our team personally holds.
Portfolio Income Engine – Regular, tax-efficient income from listed real assets, a product category most advisors ignore. We advise on listed REITs and InvITs — analysing distribution coverage, asset quality, and yield sustainability before any recommendation.
As Chartered Accountants, we assist with individual, corporate, and NRI tax planning, ensuring your investment decisions and tax obligations work in sync. From equity capital gains to dividend treatment to REIT/InvIT structures—integrated across your entire portfolio.
Years of Combined Team Experience
Investors Advised
Portfolios Reviewed
Client Satisfaction
PR Wealth is a SEBI-registered investment advisory firm that brings institutional rigour and independent thinking to personal wealth management. We believe most wealth destruction happens not from lack of information, but from lack of discipline. We integrate Equities, REITs and tax planning into one coherent financial picture.
Founder & Chief Investment Officer
Rushabh is a Chartered Accountant with over 10 years of experience in equity markets, with a focus on fundamental equity research and portfolio analysis. Prior to joining PR Wealth, he was part of the core investment team at Equirus Portfolio Management Services, where he progressed from Associate to Senior Analyst, contributing to the management of approximately ₹1,100 Crore in AUM. He follows a sector-agnostic and market-cap-agnostic approach to investing, with a strong emphasis on business quality, capital allocation, and long-term value creation. At Pravin Ratilal Investment Advisors, he leads portfolio management, equity research, and investment advisory — anchored in disciplined, process-driven decision-making.
Vice President Research
Vishal is a Chartered Accountant who has cleared CFA Level II, with over 9 years of experience across Equity Research, Asset Management, and Corporate and Project Finance. He was previously associated with Sameeksha Capital as a Senior Analyst, where he was part of the core investment team managing ₹2,500+ Crore in AUM, with a sharp focus on process-driven and technology-backed research. He has also worked with institutions such as HSBC, JM Financial, Torrent Power, and Astral Limited, bringing a breadth of cross-sector and cross-functional perspective to his work at PR Wealth.
“ We have been associated with Mr. Rushabh Sharedalal for many years and are thoroughly satisfied with his scientific, disciplined approach to decision-making and his complete transparency at every step. PR Wealth combines deep expertise with a genuine client-first approach, and it has made a real difference in helping us achieve our financial goals. ”
“ What I appreciate most about PR Wealth is their honesty and clarity. They don't chase trends or make unrealistic promises. Every recommendation comes with solid reasoning, and the team's disciplined approach has helped me stay focused on my long-term goals even during volatile markets. ”
Simply call us on 079-66302802 or +91 9727413105 or drop an email at info@pr-wealth.in — and we will take it from there. No forms, no automated responses. You will speak directly with the advisory team.
Yes — always. Every equity and REIT we advise on is something we are personally invested in. We do not recommend anything we do not hold ourselves. This is a non-negotiable part of how we operate.
We work best with investors who have a long-term orientation, are comfortable with equity as an asset class, and want a research-backed, transparent advisory relationship. We deliberately keep our client base small — so every client gets genuine attention, not a templated service.
All research at PR Wealth is done in-house. We do not rely on brokerage reports or third-party recommendations. Every stock and REIT we cover is analysed independently — financials, management quality, capital allocation history, and valuation.
We conduct formal portfolio reviews periodically and communicate proactively when there is a meaningful development — whether that's a change in our view on a stock, a macroeconomic shift, or a tax-relevant event. You will never be left wondering what's happening with your investments.
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