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

One-Stop Research Centre

At PrudentFP, we have one-stop shop for all your investment research, investment analysis, portfolio construction and monitoring. Having our complete research toolkit available in a single resource provides you with more time to focus on generating extra returns and managing our existing client base. www.prudentfp.in is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Fund Research and helps Investors in wealth creation. Our Mutual Fund Research Section is about providing accurate, trusted and easy to understand investment information meant for Investors and existing Clients.

We are completely transparent and assist you invest better as you will be able to draw conclusions very easily matching your circumstances, investment needs and financial goals. The results are shown in such a way that even a first time investor will be able to understand and take a decision about his investments.

  • Our powerful filter tool allows you to identify investments that match your criteria.
  • Refine fund selections with our trusted ratings including FE Crown Fund Rating, Value Research Rating, and Morning Star Rating to quickly find the best funds in the market.
  • Look deeper than just investment performance with quantitative and qualitative fund and market opinion from FE Trustnet.
  • We have in-depth factsheets not only for funds but also equities, fund sectors and even fund managers to help you make a more informed decision about your investment.
  • Huge range of sophisticated charting and analysis tools to analyse performance, ratios,holding information and risk.
  • Compare any instrument against any other so you can understand things like the effect of proposed changes to a portfolio or whether a fund is really outperforming his benchmark or peers.

     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.