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

Why Choose Us?

There are many different reasons why a fee-only financial advisor may be right for you. Exploring your options and educating yourself on the different types of financial advisors is the most important step in ensuring you're receiving sound advice.

 FOCUS ON THE ADVICE

We are paid for the advice we give, and retained based on its value to you. We are not paid for financial products they sell to you. Because advice is how we make our income we strive to provide guidance in the best interest of our clients. The happier and more secure you are, the stronger the relationship becomes between you and us.

 HELD TO A HIGH STANDARD

We are held to a fiduciary duty, wherein we provide guidance based on the best interest of the client. We take our fiduciary responsibility seriously. Holding ourselves to fiduciary standards involves trust between a trustee and a beneficiary. You may not realize it, but, agents and distributors are not held to this same standard of care. This can lead to conflicts of interest causing you to wonder if the agent recommendations are better for you or agent.

 LOYAL TO YOU

We are paid by you and the better you're served the stronger our business is. We have servant hearts. We're in the business to help people and guide them during their financial lifetimes. We become apart of your family and are extremely loyal to you and your success. This makes upholding our fiduciary duty easy. After all, we do well by doing well by our clients.

 GET TO KNOW YOUR PERSONALITY

We get to know your personality. It's like having a psychologist for your financial well-being. In order to advise someone, we become very familiar with your behaviors and tendencies. What makes you tick, what your goals are, and how you handle stress allows us to empathize with you and advise you in your best interest. At True Measure our clients take extensive personality, cognitive, behaviour, and risk tests to help us get to know you more completely. 

 HELP YOU STAY CALM IN A BEAR MARKET

When left to make our own financial choices, we often make the wrong ones. In volatile markets investors tend to panic and may do all the wrong things at just the wrong time. We help us stay calm and revert us back to the long term goals previously established. We not only manage your assets and portfolios but we also help you choose behaviors that are personally fulfilling, protective, and productive.

To make 30-minute FREE No-Obligation Meeting to us today, and learn more about why a fee-only planner may be right for you. To gain financial literacy and grow your knowledge with free content, subscribe to our newsletter and visit www.sureshcfp.com

 

     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

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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.