We
have been in the field of Financial Planning since 2011. We have extensive
experience, not only in this area , making investment portfolio and tax
planning advisory as we have been filing
over hundreds of online income tax returns includes non-salaried
employees whose gross receipt turnover do not exceed Rs 1 crore in financial
year.
We
thank all our clients who have kept us in business and allowed us to grow and
flourish. Many of our clients have been with us for years now and appreciate
our assistance & expertise. Some of them have been quite effusive in what
they had to say about us. A few of them have been reproduced here to give you
an idea of the difference we have made to them.
“I am very happy and
greatly satisfied with the PrudentFP Financial Planning services as they are
giving to me.” I had
lost big part of my savings by investing in stock market. My father had
invested lot of traditional insurance policies in name of mine and they are
neither giving decent cover nor getting any reasonable return. When I realized
that lots of my savings has gone, confusion and fear of funding of my
daughters’ marriage gripped me. I started having sleepless nights and health
issues. At this juncture only, I browsed the net and joined Prudent Financial
Planners.
Prudent
Financial Planners gave me comprehensive analysis of my existing traditional
insurance policies which are to be surrendered or paid up as lot of my big part
of my savings was going to insurance premium. Before joining PrudentFP, I have
also been maintaining my portfolio of plenty of mutual funds schemes which are,
now merged into only 4-5 funds comprises mix of large and mid cap funds and
having only one gold ETF.
Now,
I am just focused on my funding on daughters’ marriage planning which I have
started some SIPs in equity mutual funds. I am confident that I will be able to
achieve the required corpus of my daughters’ marriage.”
Deepak Tiwari, Panchkula(HR)
“Suresh has always been
thoughtful and insightful with regard to my needs, rather than his own. His
investment suggestions have been sensible and fair. He has demonstrated sound
and conservative financial ability.”
After talking to him on various investment recommendations, I felt that
investing through him was a good way to put some money away and let it grow
without me having to deal with it. My goal was to forget about the investment,
only to come back to it years later and find a small treasure. I don’t have the
time too personally focus on this investment, I am happy to have found a
trustworthy financial adviser to manage my funds so I can concentrate my time
and energy on expanding my career.”
Parveen Sharma, Bilaspur (HP)
“I
always thought of planning my finances the smartest way, but had no expected
knowledge on how to lay a road map or where to start. I found the article in Business
Bhaskar about Suresh Narula and after reading through all his articles on his
blogger website www.sureshcfp.com and after personally speaking to him I really
felt that he is the right person whom I am looking for to help me to shape and
lay road map for my finances. Suresh is a true professional and a good listener
and never misses an appointment, which are the most important attributes that
one should have particularly in the finance field to win the trust of the
clients. Suresh has taken greater care in laying road map so that I could easily
reach all my goals in the available time. I was quite a lot impressed with the
high level of knowledge which he possesses and the degree of command he has in
his subject. “Suresh
is truly what I will call you as Financial Doctors/True Certified Financial
Planners looking after my financial health. I fully recommend his name to
whosoever who wants to come to them for getting their financial planning done.”
Parvesh
Bansal(NRI), Mandi Gobindgarh(Punjab)
“I
personally believe that proper financial planning is very important For a long
time, I was not sure of how to go about financial planners, until I came across
Suresh’s article. One day, I found his article in Dainik Bhaskar and I got very
much impressed. This is the reason I decided to use his financial planning
services, and I am very happy with my decision to do so. Suresh’s approach to
analyzing my finances has been very systematic. It is also customized, as it
needs to be, since every individual’s circumstances are slightly different. He
has come up with some very sensible suggestions about the changes that I need
to make. Even for the aspects of my finances that did not need any change; his
analysis provided me with the conviction, and consequently the peace of mind,
that I am on the right track. “I would
unequivocally recommend Suresh’s services to anyone who cares about his
financial health. The very reasonable fee that Suresh charges for his services
are well worth the results.”
Suresh Kumar,
Sirhoi (Raj)
“Suresh
Narula is my intimate friend and when I came to know that he is now becomes
professional financial planner, then I approached him and ask for making my
financial planning. He took the charge on all my personal finances.” Suresh’s monthly cash flow management
calculations and the consequent recommendations take into account all the
requirements of a family and offer complete clarity as to the way forward.” This
is a strategic exercise which is beneficial for every individual. Most of us
don't do it. Suresh has excellent knowledge and approach the planning exercise
in a professional manner. The exercise itself takes time and I had to discuss
many times before the final plan was out. The effort I put in was well worth
the effort. I highly recommend him to anyone who really wants a blueprint to their
financial life.”
Vishal Kakar, Panchkula(HR)
“I
was unsure of my personal finances at the time when I first met Suresh Narula
because after working hard for 10 years, when I looked back I saw people
amassing a lot of wealth, even the people who never worked so hard in their
lives. I knew I was missing out on something that everyone else seems to be
aware of. I knew the only way to earn money was through hard work and leave
everything to god. Equity market I thought is something to do with gambling and
had no clue about investments. Only thing I had was only ULIPs. “Prudent Financial Planners gave me a
totally different perspective about money and how you can make your money work
for you. I got to know about term plans and health insurance and other modes of
investments.” Most importantly I realized that no matter how much you keep
on putting into your money in banks it will never be the same as your personal
assets. It is so much important to create a class of asset that works to earn
for you even when you are not actively pursuing. I learned about keeping
Insurance and Investments separate. I realized the importance of saving and
investing so as to be able to beat at least the rising inflation. All these
financial decisions have helped me come out of a great mental stress for the
future. Still future is always uncertain but being prepared is always better
than having to deal with the situations as they arise in front of you.”
Amit Goyal, Panchkula (HR)
“Suresh has been
advising me on my financial affairs since long time. I have already been burnt
my fingers in stock market and then, Suresh had realized and brain stormed me
about my investment plan.”
I, then provided my all financial data and got my comprehensive financial plan.
I not only got a financial plan at the end of the day but also a good learning
in basic financial planning concepts – which really helped me understand my
baseline and what I needed to do to improve from that position.
The
one year action plan that was provided at the end was an excellent add-on as it
gave a crystal clear roadmap on the immediate next steps. Overall the entire
experience has been very fulfilling and I look forward to working with you
towards implementing my financial plan over the next few decades.”
Kulbhushan
Jamwal, Distt Kangra (HP)
Your
articles are really fabulous; I am your great fan. Sir I want my son to become
great person like you. So can I make a humble request to you that what is the
meaning of degree MFC, and CFP and how & from where it is acquired? Your
line of reply will be highly appreciated .
R.K. Mulchandani, Through e-mail
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