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Need for Financial Plan

For your convenience, we have made a list of scenarios where financial planning might come to your aid. These points will help you determine whether you need to create a financial plan for yourself or not.

A financial plan is required if:

If you don't realize where and how your income is spent every month, then you definitely needs to plan your finances better.

When you have various liabilities and just don't know how to get out of the debt trap

If your investments are scattered and you are yourself unsure about where you have invested, then it's high time for you to put your portfolio in order.

You are not sure if you have made the right investments.

If you have multiple life insurance policies and don't know which policies to keep.

If you don't know how much insurance cover is required. In case of unfortunate circumstances, the right amount of insurance can be a financial boon to you or your family members.

If your portfolio is skewed towards any particular asset class.

If you don't have a habit of investing systematically and regularly

If you don't have road map of how to achieve your dreams, a prudently drawn financial plan can be your blue print to meet all your financial goals while empowering you to deal with contingencies as well. Hence financial planning is for those who have unclear ideas or plans of how they would achieve their dreams and wishes in life.

PrudentFP of the view that if any of the above 3 points are applicable to you then you definitely need a financial plan. Please recognize that, achieving financial nirvana isn't as difficult as it is often made out to be. To get there, all one needs to do is, construct a viable financial plan and be determined about achieving it. However, as many of you might not have the time and expertise to plan and execute your own financial plan, it would be prudent to invest in the advice of an experienced financial planner who might help you to plan and manage your finances better. Get Started Here->

     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.