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

Investment Options

Schemes

Min Amount (In Rs.)

Maximum Amount (In Rs.)

Annual Returns

Maturity/ Lockin Period (In Years

Tax Benefit

Risk

Returns

Health Insurance for family

NA

15000

NA

NA

Under Section 80D, over and above limit of 1 lac Under section 80C

NA

NA

Health Insurance for Senior Citizen (Parents)

NA

20000

NA

NA

Under Section 80D, over and above limit of 1 lac Under section 80C

NA

NA

National Savings Certificate

100

No Limit

0.08

6

Under Section 80C

Very Low

Low Medium

Five Year Bank FD

10000

100000

0.065

5

Under Section 80C

Very Low

Low

ELSS

500

No limit howevertax savingbenefit only upto 1 lac

Not assured

3

Under Section 80C

High

Market Linked

ULIP's

NA

No limit howevertax savingbenefit only upto 1 lac

Not assured

5

Under Section 80C

Medium to high

Market Linked

Employee Provident Fund

NA

NA

0.095

NA

Under Section 80C

Very Low

Medium

Public Provident Fund

500

70000

0.08

15

Under Section 80C

Very Low

Low

NABARD Bhavishya Nirman Bond

8250

No Limit

0.0829

10

Under Section 80C

Very Low

Low

NABARD Rural Bond

5000

100000

0.0513

5

Under Section 80C

Very Low

Very Low

New Pension System

6000

No Limit

Not assured

Till attaining the age of 60 Years

Under Section 80C

Very low to medium

Market Linked

Infrastructure Bonds issued by Infrastructure Finance Companies

5000

No limit howevertax savingbenefit only upto Rs 20000

8%- 8.25%

10 / Lockin 5

Rs 20000 under Section 80 CCF, over and above limit of 1 lac Under section 80C

Very Low

Medium

Kisan Vikas Patra

100

No Limit

0.08

8.7

NA

Very Low

Low Medium

Post Office Monthly Income Scheme

1500

450000

0.08

6

NA

Very Low

Low Medium

Post Office Recurring Deposit Scheme

10

No Limit

0.075

5

NA

Very Low

Low Medium

Post Office Term Deposit

200

No Limit

6.25% – 7.5%

1,2,3,5

NA

Very Low

Low Medium

Senior Citizen Saving scheme

1000

1500000

0.09

NA

NA

Very Low

Low Medium

Post OfficeSavings account

20

No Limit

0.035

NA

NA

Very Low

Low

GOI Savings Bond

1000

No Limit

0.08

6

NA

Very Low

Low

NHAI Bond

50000

No Limit

0.055

3

NA

Very Low

Very Low

REC Bond

10000

5000000

0.0525

3

NA

Very Low

Very Low

 

     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

Slide

Certifications & Members

Media & Associates

Videos

Youtube
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.