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Our Service

Our Services

Ensure Strong Customer Services with Utmost Dedication

We do financial planning because there are financial products being sold everywhere but no one cares about the real needs of the client. We want to change that situation by providing clients a comprehensive plan and only the necessary financial products, based on what they want in their lives.

What is New ?

It gives us immense pleasure and pride in introducing to you our new state-of-the-art, online Wealth Management System. Now you can access your entire wealth portfolio being managed by us, on our website take a snapshot

Financial Planning

Helps you give direction and meaning to your financial decisions.


Mutual Funds Advice

Begins with an accurate analysis of your existing mutual fund portfolio and wealth creation.


GST Filing Returns

Provides registrations, returns, advice for small traders & service providers in an easy


Income Tax Returns

Includes planning of income, expenses and investments in a tax efficient manner to gain maximum benefit of prevailing tax laws.


About Prudent Financial Planners

Just like you have your dedicated Family Doctor, see him as your Family Financial Planner.

We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time that's enough. PrudentFP is a fee-based Financial Planning Service based out of Chandigarh-Panchkula since 2011, who helps clients deal with various personal financial issues through proper planning. Just like you have had a family doctor for your physical health problems, as our  Principal Financial Planner (SEBI Registered Investment Adviser) for your financial problems. Just because you know "What is a Mutual fund" or some "Tax laws" or can buy and sell stocks on Stock Market, it does not mean that you don't need a Financial Planner. Financial Planners are professional who have done the certification, have learned strategies and have gone through in-depth knowledge to understand how to restructure a common man's financial mess and come up with a sound long term plan which will help a client achieve his/her financial goals in future.

Financial Planning – The Prudent Way

Financial planning provides a road map for your financial life. It can make the journey less stressful, more fun, and more successful. And, you can start right now - even if only a few steps at a time. Ours is a fee-only model, which ensures that our advice & recommendations remain free of any biases. Read more>>

     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.






Register now!                                   Check Demo                           

  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.  










Demo of Portfolio Software!

Our Happy Clients

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



Certifications & Members

Media & Associates


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.