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Wealth Management

Over the years, wealth plays several different roles either introducing a new business, preserving as well protecting it, funding for your children planning or planning for retirement. In order to satisfy almost all the aspirations, the need of wealth becomes much more obvious. At times it becomes much more challenging to develop as well as execute an investment strategy that can work well for your overall financial status.

Wealth management services are especially initiated to help high net worth individuals towards the protection and growth of wealth. An accurate management of wealth can certainly keep you aware with the primary monetary goals by developing well actionable strategies for the further realisation of goals. Categorizing wealth management services under the specialized financial services, which one can avail for obtaining the better control and growth of wealth, would not be wrong at all.

The sole aim of our Financial firm is to advance your vision of wealth by allowing and pursuing the excessive financial security. The best management of your wealth focuses in establishing an accurate and wide array towards the protection and growth of wealth.

Our Wealth management services begins with an accurate analysis of your existing financial situation, recording of your existing financial aims, creation of an asset for growth and lastly the verification of all legal way outs to your wealth management.

How is it different from Financial Planning?

Wealth management means taking care of the needs of affluent clients, their families and their businesses as part of a long-term, consultative relationship."

While this sounds similar to Financial Planning, it differs in the sense that Financial Planning is for one and all while Wealth Management is only for a select few. WM relates more the management of plenty, while FP aims at getting the most out of limited resources.

Backed with expert and dedicated financial planner team, we focus in identifying the wide investment choices that can certainly help you out in strengthening the superior financial position.

 


     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.