About Suresh

Registered Investment Advisor & GST Practitioner

Suresh Narula, the Founder of PrudentFP, is registered with SEBI as Investment Adviser (RIA) under its regulations, 2013 and legally authorized to file GST returns as GST Practitioner under Goods and Services Tax Act, 2017. This is a stringent regulation that allows the Advisor to only charge fees from clients and not receive any commissions/ incentives/ brokerage from product distribution.He has done M.com, Master of Finance & Control(MFC), Certified Financial Planner(CFP)

The regulation also enforces stringent compliance, year-end process audits, higher standards of education/ experience & certification, fiduciary responsibility to clients, robust processes for ensuring proper risk alignment, suitability of products recommended etc.

Currently, he is an advisory member and treasurer to the board of FPGI. The Financial Planners’ Guild India (FPGI) is an association where all members are RIAs (fee-only advisors). The mandate of FPGI is to spread financial planning awareness among the public as well as to enable members to metamorphose into the best in business. He is also a founding member of the Association of Registered Investment Advisers (ARIA) in 2019.

He contributes regularly in various publications on Finance & related subjects. He has written hundreds of articles on various aspects of Finance and related subjects for reputed publications like Dainik Bhaskar, Business Bhaskar etc. He also contributed to blogs on fpgindia.org, sureshcfp.com, etc.

Corporate Trainer

He has conducted full day workshops on the "Financial Planning Tools for selling" to deliver the LIC managers and agents at different locations such as Amritsar, Jallandhar, Ludhiana, Chandigarh, Shimla and Karnal Division.

Here’s a quick testimonial received from, Executive Director Ambitions Learning Solutions congratulating us for our efforts in delivering a good interactive session at Karnal Division.

"We take an opportunity to thank you for the support extended for executing corporate training mandate(s) in your geographies. Without your support we would have not been able to serve the contract so smoothly." - MR Vishal Gada (Executive Director at Ambition Learning Solutions)

Advice Delivery & Engagement

We work from our office in Panchkula(Haryana) and handle clients across India, in places like Ambala, Chandigarh, Mohali, Delhi, Noida, Mumbai, Bangalore (Bengaluru), Kolkata, Jammu, & even from many smaller towns & cities like Baddi(HP), Lalru(PB), Mandi gobingarh(PB), Mullana(HR) etc.

We work with NRIs too from places like Saudi Arabia United States, Malaysia, Kuwait, South Africa etc. We use technology to help us service our clients, during our planning interactions and beyond. With technology, we are able to give our clients an immersive experience, as they would have in a face to face interaction.

Whom Do We Best Serve

Those in service & professionals are our focus group. We can serve these people best, over their entire lifecycle. You could trust us to do the right thing by you, as we swear by two cornerstone principles – ethics & integrity. Clients have found us to be trustworthy, dependable, ethical & professionally top-notch. Our client testimonials speak for themselves. We are looking for long-term, win-win relationships with all our clients.

Come to us for your Financial Success Planned!