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

The Money Doctor Clinic

You use go to the doctor with fever, he asks a few basic questions, examines your body and prescribes certain medicines, with probably a follow-up visit after a few days. The doctor charges a small fee and the engagement is concluded in anything between 5-15 minutes. You don't even feel to pinch while paying his fee.Similarly, people have many financial problems and questions for which they want to get answers, they usually consult their bank personnel, insurance agents, CAs, distributors etc., who are neither fully qualified to advice and/ or have a vested interest.  We at PrudentFP a SEBI Registered Investment Advisor and professional qualified as Certified Financial Planner (CFPCM) affiliated by FPSB India pride on calling ourselves as Financial Doctors are serving to financial messed people who have serious implications as lack of wealth can impact health too.

PrudentFP has set up 'The Money Doctor' Clinic, just as a doctor sets it up in your neighborhood. Just like the doctor's clinic, you come to us with an appointment. We understand your financial problems and gather appropriate information. If possible, we will crunch the numbers then and there and give a solution; else, you would have to come for one more session, later. In some cases, number crunching may not be required and advice can be offered based on our experience & accumulated knowledge itself. This will require just one session.

You may have a slew of financial crunches in your uneven financial life such as having too many life insurance policies, skewed debt portfolio, over-diversification in mutual fund schemes, obsession and over-weight in real estate, income tax worries, restructuring of home loans and so on etc. as the list  may not exhaustive. Come to us and get free from financial worries.

     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.