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About PrudentFP Wealth Elite Desk

This service through our web site is freely available only for exculsively our Financial Planning paid Clients and for those who have been investing in mutual funds through Prudent Financial Planners. It is an intuitive and easy to use tool which helps you keep maintain and track of your investments in Equities, Mutual Funds, Fixed Deposits/PPF/EPF, Postal Schemes, Gold, Life and Health insurance policies. The portfolio is valued on a real-time basis.It gives you a 360-degree view about how your investments are performing. Its unmatched features, reports and tools will help you in your investment decisions.

New Features of Wealth Elite :

Pruductive Dashboard : Get portfolio trends of the last 3 months on your dashboard that how your portfolio has been performing. Get instant view about your Family Current Valuation, Family member and asset allocation, Goal allocation, Cash flow, My SIPs and Upcoming Events

Family or Individual Account level access : You could login as head of Family and enjoy multiple viewing options with graphical view of your portfolio. Viewing options include Asset allocation across family portfolios and family account wise holdings.

Manual Entries : You can add/ edit and delete transactions across all financial products except mutual fund transactions to correct or build an accurate, single view of Net Worth.

Powerful Portfolio Analysis : Reporting the complicated data in most simple way is our expertise, get equity holding, sector exposure, debt paper qualities, fund type wise pie chart, goal allocations, family member wise exposure, SIPs, Capital Gain, What If Scenario in few clicks.

Financial Planning : At PrudentFP, get complete financial plan blueprint online at your Wealth Elite desk and your Mobile App with Insurance need analysis, post retirement cash flow, Goal report with client’s photo, Asset Allocation recommendations, Net worth analysis, solvency ratio and many more.

Goal Tracker : Exclusively designed feature for our paid Financial planning clients, to create their financal goals and map all their investments with the goals like child education, marriage or retirement etc. to check the gap of required corpus and planned their SIP investments and track their Goal achievements of the client with required return and current return via Goal GPS comparison mapped and additional required investments!

Multiple Viewing Options : You could custmized view your investments through multiple lenses, aiding your investment decisions by using our viewing filter options.

Gains & Losses reporting : Determine which investments have given what returns, segregated on Realized / Unrealized. Added feature of booked gains & losses bifurcated into Long Term & Short Term make handy inputs for filing your Tax returns.

Research Tools : Our clients allow conducting research through Funds Factsheet, SIP/STP/SWP Past performance Calculator, Human life Value Calculator, SIP Calculator, Loan EMI Calculator, FD Calculator, Child Marriage planning Calculator, Child Education Planning Calculator, Retirement Planning Calculator, Dividend History, Latest & Historical NAV Watch, Income Tax Calculator, SIP Delay Cost calculator.

Video KYC – Instant KYC from Anywhere : The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Instant full video KYC by invitation link for clients present in any part of the world.

Auto update : Mutual Fund Online/Offline Transactions done through Prudent Financial Planners are updated automatically at the end of the day in the Portfolio. We also auto update any NPS benefits accruing on your investments to give you a truly Automated experience

  • Mutual Fund lump-sum Investments and monhtly SIPs tracking with the latest NAV price updates from the CAMS and Kfintech (R&Ts) getting a real time view of unrealized gain/ loss during the day.
  • Research and latest Updates on your holdings as per calls given by us, on a real-time basis

    • Transaction Online :

    Online ATM: You keep money idle in bank a/c, this money can be channelized in liquid fund with Insta Redemption Feature and when you need, Online ATM gives facility to withdraw a maximum of Rs.50,000 or 90% of invested amount within 30 minutes to bank account.

    Online Global Investing: If you dream of investing in Apple, Tesla, Facebook,Amazon, Netflix, or Google? Now, you can turn your dream into reality through our Wealth Elite desk invest in these global giants with Prudent Financial Planners. Get access to 4,000+ stocks & 3,000+ ETFs at your fingertips

    Peer to peer Lending (P2P)* Fractional Matchmaking Peer to Peer Plan (FMPP®) lending involves direct lending between individuals opening new investment avenues, and diversifying your portfolios beyond traditional options.It is one of the most preferred non-market-linked investment instruments offers you better returns than bank FDs.LenDenClub Peer to Peer Lending platform puts its best efforts into sourcing the right borrowers, and do thorough underwriting, information verification, and KYC checks.

    Loan againt Mutual Fund (LAMF) You don't need to redeem your ongoing invested outperforming funds to fulfill your goal requirement. At PrudentFP, you may,now get online instant loan against your mutual fund portfolio to avoid any tax implication and to compromise your returns.

    National Pension Scheme(NPS) The National Pension Scheme (NPS) is a pension and investment system developed by the Indian government to give long-term financial security to Indian residents. You can now subsribe and make subsquent contribution online through our Wealth Elite Desk and at Mobile App.

    Initial Public Offerins(IPO) You can now directly apply upcoming IPOs for equity shares in the primary market through our Wealth Elite desk.

    Conclusion :

    Diversification is all about broadening your investment spectrum to cater to diverse your needs and getting you better returns while expanding investment streams. At PrudentFP, Wealth Elite, a reliable enables you to easily offer and manage all these assets through a single platform, making investment growth convenient for you with multiple revenue streams.

    More to Come :

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    Disclaimer

    We do not promise that the investments you make based on this plan will be profitable. Investments are always subject to domestic and global market, currency, and economic, Geo-political and business risks. We will not be liable for any losses that may be caused directly or indirectly by such investment decisions. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

    *P2P Risks

    There is still a possibility of fraud or credit default risk for the borrower. It’s part and parcel of any lending activity. If a borrower does not repay, the platform uses various channels (which follow all RBI-specified guidelines) to recover the funds and ensure you receive your funds back. This includes digital follow-ups, physical meetings with the borrower, and initiating a legal recovery process against the borrower.In this regeard, Platform may charge you a Facilitation Fee, Collection Fee and Recovery Fee, if any payment of default.

    Your Questions, Answered Here

    You may still have questions even after going through our website. Don’t worry… we have that covered. We have tried to answer the most commonly encountered questions here.

    Take a look

    Simply stated Financial Planning is a process to fill the gap between your 'Current' position and your 'Future' position. Financial Planning gives you a road-map for your future financial goals and objectives. It is like a Map or Guide which helps you reach the exact destination in the desired time by properly utilizing the adequate resources.

    It is also important to note that Financial Planning is customized for individual needs, wants and dreams vis-à-vis their available and future resources. It is a myth, that Financial Planning is restricted to Investments. As a matter of fact investment is only a minute aspect of Financial Planning. The above explanation answers the question as to why you should be doing Financial Planning and also shows a holistic and need based approach which is used in Financial Planning to achieve your future goals and objectives.

    A Financial Planner is like a doctor. Only when you make a complete disclosure would a planner be able to come up with appropriate solutions. Half information given would ensure that the plan is inaccurate. Trust is important in this relationship. Confidentiality of data is assured with us. Hence, in your best interests, you should disclose full & correct information as we do not reveal this engagement or talk to you as a client unless you ask for it or the law permits.

    Financial planners do not give any implicit / explicit guarantee of returns.As we believe that more than "Investment Returns", Financial Planning is about leading a disciplined financial life, having clarity of goals, being organized with your data and documents prepare for emergencies in life, take joint financial decisions etc – all leading to peace of mind, ability to achieve the goals in the time frame specified, through proper financial management. Better management of finances could incidentally result in higher than median returns – but that is incidental to the process.

    Since you will be paying for professional, ethical advice which will help you manage your finances better, achieve your long-term financial objectives and get better returns, overall. A financial plan gives you clarity about goal achievement, direction you need to take, interplay of the effect of various goals and the commitments required for them, choice of appropriate investment vehicles for the intended purposes etc. Also, there would be better management of funds and consequently, the possibility of better returns.

    CA is supposed to be an accountant who helps you in the compliance of govt. regulations, auditing,book keeping and corporate taxation. He does not supposed to expertise and advice on individual personalized financial planning. Helping people to crystalise their objectives, and drawing and implementing a plan, taking into account their investment, risk, tax, retirement and other aspects, is only the work of a Financial Planner.

    Many investors are prone to think that they just want advice to invest the amount they have at that point.

    Without understanding the client context, their goals, their personal situation & what they have done till then, it is not possible to suggest where they need to invest.

    We need to understand that investments are done to achieve certain goals or satisfy certain needs at specific points. Hence, it is important to comprehensively examine the whole client situation before offering portfolio advice. That happens only when a Financial Plan is created for the client.

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    Regd. Office: # 1397
    Second Floor
    Sector 25
    Panchkula (Haryana)
    Pincode - 134116, INDIA.

    Email : info@prudentfp.in
    Phone: +91 (981) 600-2197

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    SEBI-Registered Investment Adviser. Reg. No. : INA100001877 (Perpetual), SEBI (Investment Advisers) Regulation, 2013

    We do not promise that the investments you make based on this plan will be profitable. Investments are always subject to various market, currency, and economic, political and business risks. We will not be liable for any losses that may be caused directly or indirectly by such investment decisions. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.


    GST Tax Practitioner ID: 061900001807GPF, Goods & Services Tax Act, 2017
    FPSB Regn. : 44555, The Financial Planning Standards Board, USA
    BSE Administration & Supervision Ltd Membership ID : 1512

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