The Prudent Comprehensive Approach
We follow is to get out each information out of you, which will help you to understand your situation in depth. We get to capture each aspect of your Financial Life through a Questionnaire. We do not simply come to you and recommend you some mutual fund or insurance policy understanding if you need it or not. We do your Financial Planning in the same way as you would have done yours if you were a Financial Planner. We assist you in future in monitoring your financial plan depending on your agreement with us.
At Prudent Financial Planners, we use a simple three step approach; you can see how simple it is by viewing the quick outline of how we do this:
We'll help you realize your personal and financial "GOAL", why are you investing, what is the goal associated with your investment. Is it buying Home?, Buying Car? Vacation after 3 years?, Child's education & Marriage and Retirement Planning?
We'll provide a "PLAN" to help you reach your goals, discuss opportunities that may be right for you and address any changes that may occur in your life and financial world.
We'll make decisions based on sound recommendations to achieve your financial objectives. Now you just have to take "ACTION" and don't doubt it again and again, because you have cleared everything before.
All Mutual Funds Investments are being managed and run by Mrs Jyoti Narula who is AMFI registered for Mutual funds distribution and All insurance products distribution is being managed and run by Mr. Krishan Lal Narula who is licensed by IRDA.