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

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.

Our Partners

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. 

     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

Media & Associates

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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.