We understand that every Client’s has different financial needs and their financial goals are different.
Prudent Wealth is a Professional Financial Planning and Chartered Wealth Management Firm. It is North Bengal and Sikkim's fastest growing Financial Consultant and Wealth Management Service Provider.
We at Prudent Wealth advise and helps people achieve their financial goals. Our clients comprise people from distinct walks of life - be it Individual Investors, Corporates, Non-Resident Indians (NRI's), or High Net worth Individuals.
We have served over 5,700+ Clients & have an AUM of 500+ Cr. Prudent Wealth is founded with a vision to provide complete wealth management solutions, with professional expertise, and the highest level of service standards to its clients.
Our expertise, knowledge, years of experience, and thorough understanding of finance help the Client achieve financial success.
What's in the App?
- Mutual Funds
- Loans Against Mutual Fund
- Bonds
- Fixed Deposits
- PMS
- Insurance
Key Features:
- Complete Portfolio report download including all assets.
- View the historical Performance of your Portfolio easily
- Easy login via your Google email id
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Calculators and Tools available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator
Why Prudent Wealth?
Unlike other investment apps that are solely driven by machines, we prefer to provide a personalized experience because we feel that investing is about making significant life decisions and no one knows Humans better than other Human Experts.
You can reach out to us, and we'll be happy to assist you in choosing the perfect scheme for you.
Join us today!
For more details, visit: www.prudentwealth.in
Reach us at: [email protected]
Contact : +91 9907671108