Call +91 98160 02197 +91 94648 35708  Email


Privacy Statement

We do not sell, share, divulge, distribute, and disclose any information about our Website users.

We know that you value your privacy and thus we make every attempt to make sure that your data and information is secure. We do not disclose your personal information to anyone unless it is required by law, directed by you, or necessary to provide our services to you or on your behalf. We do not sell client personal information to anyone.

We are committed to protecting your privacy and work towards offering you a powerful, safe, online experience. To avail services of our website you may need to fill our 'Schedule for Meeting', "Free Online Mutual Fund Account, Proposal form for Life and Health Insurance forms and for some of the offline services offered by us you will need to provide elaborate details. Such information is provided by individuals on a voluntary basis. We make every attempt to ensure that there are no accidents and that a person's information is not visible to any other person. PRUDENTFP notifies that the information you provide to PRUDENTFP may be stored in a secured server which may be shared or dedicated.

Several methods like e-mailers, online services etc may be used to collate your information and provide you with relevant outputs. We may also collect unnamed statistics, which does not personally identify you. We reserve the right to perform statistical analyses of user behaviour and characteristics in order to measure interest in and use of the various areas of the site and to inform advertisers of such information as well as the number of users that have been exposed to or clicked on their advertising banners. We may provide only aggregated data from this analysis to third parties.

We believe in promoting amity among users to promote collaboration and free exchange of ideas. We may provide specific services to users to post messages, e-mails, information, participate in chat sessions, news groups and other affinity group activities on the site and off the site. During such activities, you may provide your personal information beyond what has been given in your personal profile. Our privacy policy excludes information transmitted through these activities. While we encourage you to actively participate in such activities, we advise you to be careful in sharing your personal information and respect the privacy of other users as well.

Users are also made aware that certain information and data may be automatically collected through the standard operation of PRUDENTFPs website and its functions and/or by the internet servers it is hosted on or through the use of "cookies." If you choose to be a registered user of PRUDENTFP you may need to accept a cookie from PRUDENTFP and will be subject to all such technological issues now and in future.

PRUDENTFP reserves the right to change this policy at any time. If PRUDENTFP decides to change this policy, such changes will be posted on this page as soon as possible. Users may note that this privacy policy itself and any such change of policy will be may be effective from the date announced by PRUDENTFP and not from the date of posting on the site.

However, users and viewers are informed that by using the web site, they are deemed to have consented to the collection and use of information by PRUDENTFP as stated above.

     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.