Whom do you need?

We understand that every client has different financial needs; help us to identify you

Wealth Manager

I need a Wealth Manager who can manage my wealth and plan my financials.

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Business Consultant

I want to grow my business, I am looking for a Consultant who can guide me.

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Tax Planner

Taxes are eating a large part of my income, I want to reduce my tax liability.

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What do we do?

Manage, Advice & Assist


Wealth Management

We understand that every client has different financial needs and their financial goals are different. Our team of Expert and Experienced Wealth Managers will understand your requirements study your financial position and help you navigate your financial journey.

  • Aggressive portfolio for higher returns.
  • Moderate portfolio for better than average return.
  • Conservative portfolio for risk-averse investors.

Business Consulting

Want to grow your Business? Wondering how you can increase your revenue or reduce Your Costs? We can help, we will conduct an in-depth analysis of your business, the industry you operate in, and the growth opportunity that remains untapped.

  • Identify Market Gap, SWOT Analysis, Design a Business Model.
  • New to Online Business, we will help you navigate your Digital Journey.
  • Redesign Business process, reduce cost, and increase Revenue.

Tax Planning

Do you want to reduce your tax liabilities? Probably you can do it by panning your taxes, Our Tax Experts will help you reduce your tax liability.

  • Claim deduction u/s 80c and save tax up to Rs. 46,800*
  • Plan your long term gains and save taxes.
  • File your Income Tax Return at a low cost.

Products that we deal with

We bring for you a wide range of products to choose from for your investment portfolio


Mutual Fund

Choose from over 5,000+ Mutual Fund schemes, invest through our online investment platform.

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Stock Advisory

Start your Share Market Journey with us. Pick Quality Stock for your investment portfolio.

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Plan your Insurance with us. Get the best insurance plan for all your insurance needs.

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250+ Cr.

Asset under management





Prudent Wealth Exclusive

A premier Chartered Wealth Management Service

Team of Expert

Our team of Experts is certified by the globally accredited financial institution. We have Chartered Wealth Manager and Chartered Accountants in our team who will advise and manage your investments.

Comprehensive Financial Advisory

Experience unbiased and quality advisory services supported by world-class products and investment research, be it an investment in the stock market, best in class MF Scheme, or insurance, we have got you covered.

Single Investment Platform

Now you can track all your investments under one platform our website and mobile app has been designed keeping ‘You’ in mind.

Client Testimonials

Here is what our Client say