Prudent Financial Planners

Financial Services - Panchkula, Haryana, India

Prudent Financial Planners Details

Prudent Financial Planners(PrudentFP) is a first Panchkula (Chandigarh),India based Professional Financial Planning & tax advisory firm, offering fee-only planning & advisory services for families/ individuals. PrudentFP has been founded by Suresh Kumar Narula– a pioneer & a leader in the Financial advisory space.He is registered with SEBI as an Investment Adviser and GST Practitioner. PrudentFP have evolved into an eminent, well-regarded financial planning & tax advisory firm that is trusted for their professional competence, relied on for the top quality of advisories and depended upon due to their integrity, ethics & trustworthiness. PrudentFP has become a leading, respected player in the financial planning & wealth advisory space in India.We have been in the field of financial advisories since 2011 making us one of the most experienced financial planners/advisors in the country. PrudentFP specializes in offering detailed & holistic Financial Planning/Tax/GST advisory servicSuresh Kumar Narula, the Founder of PrudentFP, has followed the advisory model ever since he came into financial services fold in 2004. When he started his foray through insurance, he used to gather basic information from every client he met, analyse it & came up with recommendations of what the client could do. This approach was appreciated by clients at large.He was greatly encouraged & enthused by the early success and wanted to build on this. Suresh came to know about a certification called Certified Financial Planner ( CFP ) in Dec 2010, which endows one with the knowledge & skills needed for a professional Financial Planning practice. This appealed to him tremendously and he immediately enrolled into it. He started his Financial Planning practice in February, 2010 itself, when he was half-way into the course! Prudent Financial Planner was born then. He completed the CFP Certification in 2011.es to our clients, in India / worldwide, with help from technology.

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Employees: 4
HQ: (981) 600-2197
Location: Panchkula, Haryana, India
Revenue:
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