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

Plan Execution Process

We provide you our discretionary ongoing financial plan implementation services to review and monitor your Financial Plan to ensure you meet your financial goals subject to sign a separate agreement depending upon choosing our financial services.  We assist in buying of all insurance products and investing in mutual funds as recommended to them by their financial planners. In other words we provide investment advisory execution to their financial Plan. This service is for those who already have a financial plan prepared from a professional or have worked on it themselves and are only looking for its implementation. We also help clients in making the necessary transactions, and also take care of regular reporting and rebalancing of portfolio as per financial plan review and recommendations.

We also provide Client Online platform to transact and view their mutual funds portfolio. 

  • We assist in execution of the investments by filling the necessary forms, and also ensuring all necessary documents are attached.
  • We assist in obtaining KYC and PAN requirements and updating the same on an annual basis with KYC norms and CVL requirements.
  • We discuss the investment procedures, laws, tax rules pertaining to investments in India.
  • We send the forms for filling and execution of investment.
  • We provide monthly and quarterly updates to clients on current values of holding. We also provide online updates to select clients to enable them to view their investments real time 24/7.
  • We send regular financial news and market updates to our clients.
  • Asset Allocation is done on a yearly basis in time with the Goal Review done for our Financial Plan clients.
  • Profit booking and changes on under-performing assets are made on a quarterly basis, to ensure absolute returns are obtained.
  • We understand and suggest Systematic Investment options in accordance with your goals and track the performance of the same for you.
  • Capital Gains and Unrealized Gains reports are made.
  • Special Offerings and its Impact on your goals and portfolio.
  • Personalized investment advise from our Certified Financial Planner and Financial Plan discussion.
  • Annual Goal Review
  • Note:  Execution Services such as Mutual Fund Investments will be provided by our associate Mrs Jyoti Narula who is a Chartered Financial Goal Planner®, (CFGP)® and AMFI registered for Mutual funds distribution and all insurance products will be provided by Mr. Krishan Lal Narula  who has licensed by Insurance Regulatory Authority of India (IRDA) . 

    Disclaimer

    YOU ARE UNDER NO OBLIGATION TO FOLLOW, IN WHOLE OR IN PART ANY OF THE ALTERNATIVES PRESENTED IN THIS PLAN OR TO PURCHASE INVESTMENT, INSURANCE OR OTHER FINANCIAL PRODUCTS OR SERVICES THROUGH YOUR ADVISER. Your adviser is not responsible for reviewing your situation on an ongoing basis or updating these alternatives unless you sign a separate contract regarding those continuing services. Should you enter into an ongoing advisory arrangement, an additional fee may be charged.

         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

    Presentations

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    Certifications & Members

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    Videos

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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.