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

Contract

PRUDENTFP owns and operates the website www.prudentfp.com. The services of the website are offered to you if you are legally eligible to enter into a valid agreement and when you accept all the terms of use of our service, all conditions, all notices and in general all the terms and conditions contained herein; in the website and communicated to you over any medium or form of communication without any modification whatsoever. Please carefully note that by using this website, you are agreeing to be bound by all of the terms and conditions of PRUDENTFP website and services offered.

Basic usage of the website inclusive of activities like reading, understanding, sharing does not create any contractual or other legal rights in favour of any user/s as the content has been provided for information and educational purpose only. In the event that a user has purchased any service from the website of PRUDENTFP then the user is entitled to enjoy the benefits of the service chosen.

If the service/s purchased is online service/s then under no circumstances can the user/s demand the same to be offered by us on a customised and / or offline basis. If for any reason the user is unable to use the service/s that have been purchased, we shall provide all the guidance needed over phone / email to the user/s. If there is any technical issue, we will ensure that any such issue/s are resolved at the earliest. If for any reason we are not able to resolve the issue, we will at its discretion offer the same service to the user in an offline mode or any other mode of delivery deemed appropriate by us. This statement and the policies outlined herein are not applicable to any other third-party user who uses the services on behalf of any other user. If the service/s purchased is an offline service then we will deliver the service as stated on the website and as per terms of the consulting agreement.

PRUDENTFP reserves the right to change any or all of the terms and conditions any time under which the services are offered. In the event of such change, PRUDENTFP notifies all users by presenting the revised terms and conditions on the website. You agree that it is your responsibility to regularly review the terms and conditions and your continued use of PRUDENTFP services subsequent to any such changes shall represent your agreement to such changes.

     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.