Comprehensive Financial Planning - The Simplest Way...

We at PrudentFP offer clear and transparent communication. Our guidance is easy to understand and gives you a crystal clear view of your entire financial life. It helps you build the flexibility to face whatever the future brings. This makes your journey less stressful, more enjoyable, and more successful in terms of money.

Try a plan that respects reality, not spreadsheets.

Talk to a Life Planner

Experience an Enhanced Intuitive Online Investment Platform

Our user friendly platform is built to give you a smooth and efficient online investment experience. It offers a single view of your entire portfolio across all assets. You also get research, tools, and important information right at your fingertips. We provide solutions that match the goals and needs of every investor, no matter what their level of risk is.

At PrudentFP, we are committed to improving your investment journey. Our platform offers you a wide range of investment choices such as Mutual Funds, Fixed Deposits, P2P, Equi Trade, NPS, loan against mutual funds, and many more options.

Since We are Registered Investment Advisor (RIA) under SEBI , had undergone stringent benchmarks & set standards in several areas like higher standard of education, experience, certification, record manintenance, diclosures, compliances etc. and provide expert guidance. PrudentFP distils 15+ years of market insight into clear, goal-based guidance for you and your family -unbiased advice, no sales pitch.

Prudent Packages we provide
the bouquet of services

With Utmost Dedication, we provide a personalized and customized Financial Planning and Tax Advisory Services for the best suited for Salaried people & professionals, across the age spectrum, Experience the full ongoing service with proven track record to be invaluable companions in the investment journey of many of our clients.

Explore freely, keep what helps, walk away if it doesn’t. Simplicity, tested.

Pay us a fee just at 1%* & get 99% Clarity & Peace of Mind = 100% Committed Financial Success!

We provide unique financial planning opportunities, to individuals, by assisting them, in accomplishing their financial goals, diagnoses and managing their portfolio you already have, builds what you still need, and tracks everything in one calm, intelligent dashboard powered by us, supported by tech and filing their income tax returns in a systematic and efficient approach, leading transformed Planned Finance for Life.



  • 50+ Managing Happy Famlies' Finance over decade

    50+ Managing Famlies Finance

    Helping around 50+ Managing Families' Finance across the Globe manage their Financial Plan and Life goals



  • 3400+ Lakhs Managing Assets under Advice(AUA)

    3400+ Lakhs Assets

    Managing Assets under Advice around 3000+ Lakhs across the Globe manage their Money



  • 350+ Filing Returns of Income Tax & GST Hassle Free

    350+ Filing Returns

    Filing Online Income Tax & GST Returns and handle their notices across the Globe every year



  • 15+ Years of Trusted Expert advisory experience

    15+ Years experience

    Offering fee-based planning & Tax advisory services for families/ individuals across the Globe.

We Have Been Simplifying & Transforming Financial Lives of our Clients Over the Decade

See what our clients have to say


FINANCIAL PLANNING BLOGS

Want to Simplify Your Financial Life? Not so Easy!

There are many easy solutions to organize and simplify our financial life, but we tend to choose complexity. We often tell ourselves we want to simplify, simplify, simplify but on the flip side, we tell ourselves that the solution to an important problem has to be complex. We just need to follow certain basic tenets to make our simplify our financial life that we endeavour to cover into this cobra post.

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The Secret of Goal-based SIPs?

Today SIPs is not new phenomena as it has been become so popular and powerful investment tool to invest in equity.The beauty and appeal of SIPs has also been reached to those gullible people who are averted to invest in equity as they are not supposed to want to invest in equity but keen to invest in SIP. Share this SIP secret with some of your friends and they can also join you on the ride of Goal-based SIP. The more the merrier.

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Do not invest based on returns, rather than goals!

Many investors are getting worried about their low mutual fund return as they are prone to compare the returns of own fund directly with Nifty and Sensex.They do not recognize the fact that such comparisons are often getting misinformed and do not reveal any useful insight because you may be comparing apples with oranges.

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