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Insurance Planning

Covering yourself under the umbrella of insurance is extremely important especially for breadwinners who are supporting their families alone. Insurance planning is primarily concerned with ensuring in covering against all the risks, which remain prevalent in our routine lives. The planning of insurance is an important attribute of life, which cannot be ignored at any cost.

Whether it is concerned with buying a dream house, accumulation of wealth, pay check or even covering basic human needs, the role of a successful insurance planning cannot be ignored. You must not believe that proper insurance planning can allow you to receive the same benefits by charging you lesser premium than before.

Bear in mind, insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. In order to make this whole process more affluent,we work with our clients  to identify your risks and implement cost-effective risk management program that has been developed with your specific circumstances and requirements in mind. Insurance recommendations provided by our Insurance Planning Services include:

  • Term Life Insurance
  • Comprehensive Health Insurance
  • Personal Accident Insurance
  • Critical Illness Insurance 
  • International Travel Insurance

Under the guidance of our health planner, you can get an opportunity to receive wider insurance coverage and interestingly at low premium rates. Consideration of your overall needs, deciding what type of life insurance can best meet with your needs and other service related queries are actively answered by our efficient financial advisory team.

A well planned insurance policy of ours can help you out in obtaining excellent financial security of both life and asset in mind. Along with this, if you are suffering by paying more than half of your profits on taxation then do not worry at all as some of our insurance planning services facilities allow you to eliminate tax related expenses greatly. Contact us immediately!

 

 

     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.