Call +91 98160 02197 +91 94648 35708  Email info@prudentfp.in
  

SEBI RIA 

We as a variegated financial service company remains fully dedicated towards evolving and keeping clients abreast about all those financial professional tools, which in return provides them superior and everlasting support to potentially end up recurrent as well as upcoming financial worries.

On the basis of years of experience in the same field, we are committed towards providing comprehensive and complete planning services in order to eliminate all finance related worries from your lives.

How We are Different from others?

Under the SEBI (Investment Advisers) Regulations, 2013, no financial planner and advisor is get authorized to offer investment and financial planning advice without getting registration with SEBI. Our Founder and Principal Financial Planner Suresh Kumar Narula is a SEBI Registered investment advisor (Registration No INA100001877) under the SEBI (Investment Advisers) Regulations, 2013 which means your investment adviser shall act honestly, fairly, due skill, care and diligence in the best interests of you and in the integrity of the market and shall ensure that his advice is offered after thorough analysis and taking into account available alternatives. SEBI cautions public to deal with only SEBI Registered Investment Advisers & Research Analysts. SEBI Cautions Public (PR No. 235/2015)

Your investment adviser shall seek from you, information about your financial situation, investment experience and investment objectives relevant to the services to be provided and maintain confidentiality of such information and shall make adequate disclosures of relevant material information while dealing with you.

Now you must be thinking what it that makes our services unforgettable and enriched all the times is! Paying individual attention towards the already existing condition and later the immediate study to step you out from unpleasant financial condition, differentiates us from our competitors.

  • Locate realistic financial and personal goals
  • Guarantees rolling your money till the period of retirement
  • Develop realistic plans by addressing financial weaknesses
  • Assess your current financial health through best examining your assets, liabilities, income, insurance, taxes, investments and estate plan
  • Put your plans into actions through monitoring its progress regularly

     Invest Online-NSE

NSE has developed an online platform MFSS. This is a transactional online platform which facilitates you invest as lump sum, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units under the strictly guidance of your adviser.



 

 

 

 

 

Register now!                                   Check Demo                           

  Online Portfolio View

  

Convenience is just a click away! We offer a host of services to manage your mutual funds and other investments. You can now integrated consolidate online portfolio view of all your holdings in all Funds serviced by us in one single window through our Wealth Magic Portfolio Online.  

 

 

 

 

 

 

 

 

 

Check it out!

Testimonials

I am very happy and greatly satisfied with the PrudentFP Financial Planning services as they are giving to me
Deepak Tiwari, Panchkula (HR)
Suresh has always been thoughtful and insightful with regard to my needs, rather than his own. His investment suggestions have been sensible and fair. He has demonstrated sound and conservative financial ability.
Parveen Sharma, Bilaspur (HP)
Suresh is truly what I will call you as Financial Doctors/True Certified Financial Planners looking after my financial health. I fully recommend his name to whosoever who wants to come to them for getting their financial planning done.
Parvesh Bansal(NRI), Mandi Gobindgarh (Punjab)
I would unequivocally recommend Suresh’s services to anyone who cares about his financial health. The very reasonable fee that Suresh charges for his services are well worth the results.
Suresh Kumar, Sirhoi (Raj)
Suresh’s monthly cash flow management calculations and the consequent recommendations take into account all the requirements of a family and offer complete clarity as to the way forward.
Vishal Kakar, Panchkula (HR)
Prudent Financial Planners gave me a totally different perspective about money and how you can make your money work for you. I got to know about term plans and health insurance and other modes of investments.
Amit Goyal, Panchkula (HR)
Suresh has been advising me on my financial affairs since long time. I have already been burnt my fingers in stock market and then, Suresh had realized and brain stormed me about my investment plan.
Kulbhushan Jamwal, Distt Kangra (HP)
Your articles are really fabulous; I am your great fan. Sir I want my son to become great person like you
R.K. Mulchandani, Through e-mail

Presentations

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Certifications & Members

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CFPCM , CERTIFIED FINANCIAL PLANNERCM, and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.