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Why Should I do Financial Planning?faq_s/why_should_i_do_financial_planning_
I have taken Several Insurance Policies and routed my investments through them. What you have to say?faq_s/i_have_taken_several_insurance_policies_and_routed_my_investments_through_them._what_you_have_to_say_
I have already burnt my hands in equity market. What are the other investment avenues you can offer?faq_s/i_have_already_burnt_my_hands_in_equity_market._what_are_the_other_investment_avenues_you_can_offer_
All my investments are in place. I am satisfied with the investments. Most of them are in PPF, Term Deposit and risk free investments. What you have to say about it?faq_s/all_my_investments_are_in_place._i_am_satisfied_with_the_investments._most_of_them_are_in_ppf__term_deposit_and_risk_free_investments._what_you_have_to_say_about_it__
What are the fees you charge? Is it one time or every year?faq_s/what_are_the_fees_you_charge__is_it_one_time_or_every_year_
Who will take care of my investment? Is there a review system?faq_s/who_will_take_care_of_my_investment__is_there_a_review_system_
What is the value I will get for paying Rs. 10,000 plus for a Comprehensive Financial Plan?faq_s/what_is_the_value_i_will_get_for_paying_rs._10_000_plus_for_a_comprehensive_financial_plan_
My savings are too low. I hardly save any money for investment? All my income goes in family expenses and repayment of loans EMI. How can you plan for my future?faq_s/my_savings_are_too_low._i_hardly_save_any_money_for_investment__all_my_income_goes_in_family_expenses_and_repayment_of_loans_emi._how_can_you_plan_for_my_future_
I have never thought about engaging a financial planner for myself. As a financial advisor do I really require a financial plan?faq_s/i_have_never_thought_about_engaging_a_financial_planner_for_myself._as_a_financial_advisor_do_i_really_require_a_financial_plan_
My money management philosophy might be different from yours. What if I don’t agree to your recommendations?faq_s/my_money_management_philosophy_might_be_different_from_yours._what_if_i_don_t_agree_to_your_recommendations_
I would like to invest and buy products on my own. Would you mind that?faq_s/i_would_like_to_invest_and_buy_products_on_my_own._would_you_mind_that_
If I give you my portfolio, how much return would you guarantees?faq_s/if_i_give_you_my_portfolio__how_much_return_would_you_guarantees_
I have no finance background. I want to start investing, but I am afraid of taking risk. What would you suggest me?faq_s/i_have_no_finance_background._i_want_to_start_investing__but_i_am_afraid_of_taking_risk._what_would_you_suggest_me_
My spouse may not agree to this ideafaq_s/my_spouse_may_not_agree_to_this_idea
How can you help me save my taxes?faq_s/how_can_you_help_me_save_my_taxes_
I want to subscribe to PCFP services, but I can’t afford your fees.faq_s/i_want_to_subscribe_to_pcfp_services__but_i_can_t_afford_your_fees.
How Confidential would be the client-planner relationship?faq_s/how_confidential_would_be_the_client-planner_relationship_
How does Fee vary from client to client?faq_s/how_does_fee_vary_from_client_to_client_
I already have a financial plan in place, will your services be of any help?faq_s/i_already_have_a_financial_plan_in_place__will_your_services_be_of_any_help_
Are you competent enough to handle my finances and guide me?faq_s/are_you_competent_enough_to_handle_my_finances_and_guide_me_

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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.



 

 

 

 

 

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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.