Our Mission is to help our clients realize their dreams and goals, financial advice, money management and selecting services and products that best meet each client's need and goal fulfilment by building relationships and making path as the final decision comes from you, not us.
We at Prudent, Realize You and Yours goals as our priority, Not only fulfilment of Your Goals is our responsibility, but we also make sure that this entire process of Making Wealth is GOAL PLAN AND ACTION.
As CFPCM professionals we are committed to the professional practice standards and code of ethics laid down by Financial Planning Standards Board India
Prudent FP's Comprehensive Approach
At Prudent Financial, we use a simple three step approach, You can see how simple it is by viewing the quick outline of how we do this:
We'll help you realize your personal and financial "GOAL", why are you investing, what is the goal associated with your investment. Is it buying Home?, Buying Car? Vacation after 3 years?, Child's education & Marriage?
We'll provide a "PLAN" to help you reach your goals, discuss opportunities that may be right for you and address any changes that may occur in your life and financial world
We'll make decisions based on sound recommendations to achieve your financial objectives. Now you just have to take "ACTION" and don't doubt it again and again, because you have cleared everything before.
At Prudent, We follow is to get out each information out of you, which will help you to understand your situation in depth. We get to capture each aspect of your Financial Life through a Questionnaire. We do not simply come to you and recommend you some mutual fund or insurance policy understanding if you need it or not. We do your Financial Planning in the same way as you would have done yours if you were a Financial Planner. We assist you in future in monitoring your Financial plan depending on your agreement with us.
Data Gathering Form: We will provide a Prudent Data Gathering Form excel based which is to be filled accurately and completely to the best of your knowledge under the guidance a Certified Financial Planner (CFP Certificant). In Prudent Data Gathering Form, you will furnish us with complete and up-to-date information about your personal and family circumstances and investment objectives.
Document Submission*: You will provide copies of all recent statements which are being stated in Document submission clause. This process will ensure that possible errors are minimized. It will also save your time, because in order to complete this data, you will need to locate the most recent statements.
Preparation of Financial Plan: Once all relevant information is assimilated, we will analyze your present financial situation and include your pertinent assets, liabilities, current and projected cash flow, investment portfolio and tax implications.
*Note: All the artifacts, facts & figures shared by you will be kept strictly confidential and will be returned to you after the engagement is over.
This, all engagement process will follow-up through mails/ calls/ Skype: As & when required.
Engagement Process
Letter of Engagement: You will have to be signed a our formal Financial Planning Letter of Engagement. This document is meant to reduce confusion and misunderstanding not only by disclosing important information about how we are compensated and the companies with which we do business, but also clearly defining the level of service you can expect from us.
Data Gathering Form: We will provide a Prudent Data Gathering Form excel based which is to be filled accurately and completely to the best of your knowledge under the guidance a Certified Financial Planner (CFP Certificant). In Prudent Data Gathering Form, you will furnish us with complete and up-to-date information about your personal and family circumstances and investment objectives.
Document Submission*: You will provide copies of all recent statements which are being stated in Document submission clause. This process will ensure that possible errors are minimized. It will also save your time, because in order to complete this data, you will need to locate the most recent statements.
Preparation of Financial Plan: Once all relevant information is assimilated, we will analyze your present financial situation and include your pertinent assets, liabilities, current and projected cash flow, investment portfolio and tax implications.
*Note: All the artifacts, facts & figures shared by you will be kept strictly confidential and will be returned to you after the engagement is over.
This, all engagement process will follow-up through mails/ calls/ Skype: As & when required.
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