Comprehensive Financial Planning - The Simplest Way...

We at PrudentFP provide you a transparent communication, easy to understand and give a crystal clear overall blueprint of your entire financial life. That can make your journey less stressful, more fun, and more finacially successful. Get regular analysis of your situation & solutions that could help you reach your goals, not a list of products. And, you can start right now - even if only a few steps at a time.

Since We are Registered Investment Advisor (RIA) under SEBI and provide expert guidance, being straight forward, acting with integrity and focus on long term success

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, Explore our Prudent Packages that are masterly performed by us:

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, managing their assets and filing their income tax returns in a systematic and efficient approach, leading transformed Planned Finance for Life.



  • 100+ Happy Clients over decade

    100+ Happy Clients over decade

    Helping around 100+ Families across the Globe manage their Financial Plan and Life goals



  • 2500+ Lakhs Managing Assets under Managment(AUM)

    2500+ Lakhs Managing Assets

    Managing Assets under Management around 2500+ Lakhs across the Globe manage their Money



  • 350+ Returns of Income Tax & GST Filers

    350+ Returns of Income Tax & Gst Filers

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



  • 15+ Years of Expert advisory experience

    15+ Years of Expert advisory experience

    Offering fee-only 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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