About Prudent Wealth

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 1,700+ Clients & have an AUM of 200+ 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.

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    • Fellow of American Academy of Financial Management
      Certificate on Asset Allocation Strategies, IIM - Calcutta
      Over 12 years of Financial Services Experience,
      9 Years as Manager at SBI Asset Management Co. Ltd.

    Chandan GhoshChartered Wealth Manager, AAFM, USA
    Director & Senior Wealth Manager

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    • He has 5+ Years of Industry Experience & has worked in the areas related to Finance, Risk Management & IT Solutions.
      He has worked with Infosys in the role of SAP Finance & Controlling Consultant. He has supported the IT Landscape for Global Clients in the Gold Mining & Iron & Steel Industry

    Suraj KarChartered Accountant
    Executive Director, Prudent Wealth

Client Testimonials

Here is what our Client say