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

Prudent Fee Structure

30-minute FREE No-Obligation Meeting 

This is a 30-minute FREE no-obligation personalized Meeting offering, where you can come up with your queries about your financial plan, or financial health checkup or risk profiling, planner at the back end do the maths behind (if required) and then meet virtually /personally, depending on location and clears the doubts and answers to specific queries related to your investments, insurance, taxes, goals, an existing portfolio review etc. 30-minutes meeting comes in handy if you feel that you are able to handle most of your Investment management on your own, and are only looking for little guidance and advice. 

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Annual Financial Planning Fees

A fee for creating a financial plan is based on the basis of complexity of the financial situation. Once the complimentary meeting/discussion is held and we have understood brief about your finances, the actual quote is provided to you. However, the fee for this service will remain in the range of Rs 7,500- Rs 25,000. The fee  is paid in two tranches. Rs 2000 is payable upfront during first meeting and balance which is Final quoted during signing of letter of engagement. For further engagements/meetings, the fees will be charged as per the level of engagement and will be disclosed to you in advance. 

 

Mutual Funds Fees under DIRECT PLANS only

Since commissions & brokerages are NOT paid under DIRECT PLANS of any mutual fund scheme, as per the market regulator SEBI's guidelines stipulates that investors directly make payments to advisor, otherwise Mutual Funds companies is adjusted commission under REGULAR PLANS  from their daily NAV made in any scheme, will hamper the return in the long-run.

Upfront fee(Equity Funds)

0%

Upfront fee(Debt Funds)

0%

AUM based Charges

0.25% per qtr. OR Rs 500 per qtr. whichever is higher

One Time Charges

Rs 5,000

 

*Annual Online Wealth Management Desk Fees

You will be provided a single online platform which can help you manage your investments across all asset classes such as Mutual Funds, Life Insurance, Non-Life Insurance, Postal Schemes, PPF, Stocks, FDs, Bonds, Bullions, and Real Estate etc. Hence it is imperative to give you a consolidated view of your investments to enable you to get the right perspective of your wealth and risk mitigation.

Wealth Magic MF login

Rs 500 p.a.

Wealth Magic Portfolio login

Rs 1,500 p.a.

Wealth Magic Mobile apps*

Rs 1,000 p.a.

 *Free for those who have been maintaining their mutual fund portfolio above Rs 10 lakh with us.



Disclaimer: The above information of fee structure on our services is for general reference and discussion purposes only. A signed and dated Client Service Agreement for respective services is the only official source of fee quotes and the only binding offer of service recognized by Prudent Financial Planners. Actual fees will depend on each client's specific planning needs.  These rates are subject to change without prior notice. 

     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.



 

 

 

 

 

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  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.  

 

 

 

 

 

 

 

 

 

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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.