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

Goal Based Planning

Why do we earn the money and what is our life's objective? Why are we working hard with the jobs we have? For moment just ask yourself, why are you here on this world? Is your Happiness in earning more money or having more wealth? At the end, Ask yourself what is top fundamental requirement in your Life, what do you want from your life, we have answer it for you, if you are confused. Here is answer.

We are here to be leading a Happy and Healthy Life and fulfill our basic dreams first and then fulfill our desires in life after our basic requirements are met. Plan for things which will help me achieve my financial goals easily and comfortably, without risking too much'

Therefore, Happiness is in achieving your life's goals, fulfilling the promises you have made and having peace of mind. That's the driving principal us you to "Think goal and Achieve goal" in life, it can easily achievable through a simple financial planning process while understanding your Risk profile, Your Future Goals, your Future Needs and Requirements, your Insurance Requirement, your Investment needs and finally come up with a Financial Plan and Recommendations which will take care of each aspect in total.

Goal based planning helps you give direction and meaning to your financial decisions. It allows you to understand how each financial decision affects other areas of finance. By viewing each financial decision as part of a whole, the planner would help you consider the long-term and the short-term effects on your life goals. The planner will help you feel more secure and more adaptable to life changes, one you can measure that you are moving closer to the realization of your goals.

While creating the plan, the planner plans your investments in such a way which meets your financial goals over time. Dream of buying a new car, dream house, getting your children married in style or simply retiring to Live Life King Size and creates discipline with which you would know from where you the money is going to come to you and how are you going to save or invest it, and in future how are you going to achieve your goals.

     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

Slide

Certifications & Members

Media & Associates

Videos

Youtube
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.