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Investment Management

Often we do not know what is where, which bank accounts are functional & which are not, which investment is doing well and which is not. Whether we have all the papers stored well so that they are available when needed etc

Investment Planning is all about achieving desired rate of return from investible surplus and existing assets, matching one's time frame of goals, age & risk profile. Hence, this forms the heart of comprehensive financial planning process. Investment Planning begins with desiring a suitable strategy identifying and selecting various asset classes to grow existing assets and future investible surplus.

Sound investment strategy is based on comprehensive knowledge about various classes of assets, their unique characteristics and understanding of expected returns and associated with risk with each class of asset. It is important to bear mind that investment strategy will always be linked to one's risk profile.

We will guide you systematically in understanding the concepts required for preparing a sound investment plan through:

  • What is my risk profile?
  • Are all my financial assets mapped to my financial goals?
  • What should be my Asset Allocation?
  • What should be the time duration of my investments?
  • Why do I need to diversify my portfolio?
  • What is my investment objective – income or growth?
  • Does my current exposure to equity match my risk appetite?
  • Is my current portfolio being driven on fundamentals or sentiments?

We'll review all debt investment products present in your portfolio like PPF, Bank FDs, Bonds, NCDs, Provident fund, etc. keeping in view the Risk profile , appropriate asset allocation and checking its suitability towards your goals

     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



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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.