Prudent Private Wealth

Bouquet of services

Pro-actively addressing complex needs of
inter-generational wealth

Investment Management

Investment management lies at the core of wealth management. As an affluent investor, active management of your wealth is very important.

We provide professional management which includes financial planning and advisory services. The process of creating the financial plan is a scientific way of creating a roadmap to achieve your life goals by channelizing your income and savings in a proper way.

Retirement Planning

Planning for retirement is a long journey; but a resolute and systematic approach will have a profound impact on your life style that you will live after you retire.

Prudent Private Wealth helps you to establish your retirement goals and further works towards achieving your target.

Goal based Investing

Apart from retirement there are many other dreams in our life which requires proper planning to ensure its successful achievement.

We help you to identify your dreams, converting those dreams into goals & goals into reality through a wellcrafted investment plan.

Tax Planning

Tax planning should always be considered as a part of your overall financial plan. While tax saving is important, investments made for this purpose will also help you move closer to your financial goals.

We help you to pick the right product that has the potential to generate better tax adjusted returns.

Insurance Planning

Insurance planning is an important element of a comprehensive financial plan that includes evaluating risks and determining proper insurance coverage to mitigate those risks.

We help you to identify and analyze the risk factors and seek proper coverage to protect you, your family and loved ones, your home, your assets or your business against unexpected events.

Succession & Estate Planning

Estate planning aims at preparing for end-of-life issues, preserving your assets and proper planning of your legacy. Estate planning services include advice and execution support for Trust, Will, Power of Attorney, Probate, Family settlement agreement and Succession planning

We have created partnership network with attorneys who will provide legal services from simple wills to intricate estate planning, based on your individual needs