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Featuring Retirement Planning Service

As time passes our Golden Years slowly but steadily draw near every person suddenly finds himself asking whether his bank balance will help in suffice through the Years. Prudent Financial Planners leads the way in offering innovative and diverse retirement planning strategies and services that can help you meet a broad range of your life goals… and fulfill a spectrum of hopes and dreams.

How can retirement financial planning help you achieve a tension free post retirement life with financial control and security?

We use a systematic and well planned methodology to prepare retirement plan, follow up actions required to implement the plan which will achieve the end result having an enjoyable retirement.

The following concepts and tools we will be using while preparing customized retirement plan:

The following concepts and tools we will be using while preparing customized retirement plan:

  1. Retirement Needs Analysis:
    • Need analysis helps to maintain similar standard of living post retirement.
  2. Cash flow Analysis
    • Cash flow analysis provides acumen on cash flows starting from retirement age till the chosen life expectancy age.
    • It helps in deciding the right asset class which will not only help to counter inflation but also generate the required payouts till the desired life expectancy age.
  3. Budgeting & Gap Analysis
    • Budgeting shows the money you will garner at your retirement age from statutory benefits (if any).
    • Gap analysis shows the gap between the actual retirement kitty and statutory benefits.
  4. Expense Projections
    • One can project current expenses at retirement and find the impact of inflation.
    • Expense projections and need analysis go hand in hand.
  5. Wealth Creation & Transfer
    • Scrupulous investments in high yielding assets create long lasting wealth.
    • By undertaking prudent estate planning one can dissipate assets to legal heirs without any encumbrances.

     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.