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Your Financial Advisor for Life

About Us

Prudeno is a premium boutique financial advisory company built on the core values of Trust, Transparency & Integrity. As a fiduciary body we understand our responsibilities and hence inspired to do the right things for our clients every day. We specialize in providing unbiased financial planning solutions by giving utmost priority to the interest of the client. We believe in building strong trust based relationship for a lifetime and ensure that we deliver the whole organisation for the benefit of our clients.

Why Work With Us

Unleash the Power of True Wealth Advisory

Our Quantitative and Qualitative value based wealth advisory approach helps us in managing behavioural complexities along with product and information complexities of investments for our clients. Not only we handhold during the turbulent times of the market, but we also help them navigate through different life transitions steadily.

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Distinct Personalisation

Everyone's financial life is unique. Personalised solutions benefit you by exploring avenues pertaining to your individual situation.

No Conflict of Interest

Integrity is the core value on which we deliver. Driven by our client's interest and do not earn any commissions.

Research Driven

Whatever we advise our client, is all backed up with extensive research and data. Rationale behind each advise is discussed and documented.

Experience and Expertise

Decades of financial expertise and a proven track record in navigating the markets, ensuring our clients receive the highest level of guidance and results.

Leadership Team

Meet the Founders

Manoj Gupta

Co-Founder

Manoj Gupta

Manoj Co-heads Prudeno Wealth and spearheads Investment advisory, Product Research & Content development role for the firm. A creative at heart always looks forward to give behavioural & emotional bend to the financial planning spreadsheets. Prior to Co-founding Prudeno Wealth, Manoj worked with ICICI Prudential Mutual Fund & IndusInd Bank. The 20 years of experience into financial services helped him grew in different roles and at various locations.

His last corporate stint was with IndusInd Bank heading the Investment business for Maharashtra & Goa region. He is passionate about creating financial literacy and spread financial awareness across all sections of society. He is a Certified Financial Planner & holds an MBA from ICFAI Business School, Hyderabad.

LinkedIn  |  Email Manoj Gupta

Vinit Iyer

Co-Founder

Vinit Iyer

Vinit Co-heads Prudeno Wealth and is responsible for driving & streamlining Financial Planning processes, Client engagement and marketing initiatives. Perfectionist at heart always looks forward for innovative ideas to improvise the client experiences. Prior to Co-founding Prudeno Wealth, Vinit’s 17 Years of rich experience comes from working with diversified organizations like HSBC, ICICI Bank, WNS & BNY Mellon.

His last work assignment was with BNY Mellon where he was working in Global Training Resourcing and Capacity Planning. His passion for teaching got him associated with some of the premiere Financial Training Institutes, Corporates and Colleges across India. He is a Certified Financial Planner and also holds a CFA Charter from CFA Institute, USA.

LinkedIn  |  Email Vinit Iyer

Testimonials

Client Success Stories: Hear What They Have to Say

Anshul Chrungu

One of the plus points about dealing with Prudeno Wealth team is transparency. They never push you for anything. While onboarding was done patiently. It took close to 2 months I guess before I fully came onboard and there was no push. Constant follow-ups were done even though I was located in another city. They are good feedback listeners too. Another one.. these guys are always reachable over phone and E-mail, so that touch of personalization is there always.

Namrita Adhikari

My journey with Prudeno Wealth has been fantastic and very smooth. the amount of effort the team has taken to understand our financial goals and plan our investments accordingly is really commendable. They take care of the smallest details and explain why and how for everything. Super-efficient team!!!

Roopesh Subramanian

Team Prudeno Wealth is quite knowledgeable, authentic, supportive, structured and trustworthy. There are quite a few eyeopeners which I get from them and could uncover many of my blind spots related to my finances.

Vipin Bhasin

Most important factors for me, when it comes to finance management, are trust and smooth operations. With Prudeno Wealth Advisors, I have both. In addition they have a very structured approach to help you understand your targets and how to meet them. Highly recommend to anyone looking for financial advisory services. Please keep up the good work!

Wasim Kazmi

Its been a fantastic experience with Prudeno Wealth. I trust them and their advise. They are really knowledgeable group of people who wants to understand your requirement and risk taking capacity before suggesting any investment strategy. They always give you more than one option to choose from and make decision. They are available whenever you need them and are very prompt in responding to your queries.

Parth Kapadia

The team is very professional & really helpful. I have found their services really useful. They help you create a financial plan, based on your goals & then help you achieve them. They are very amicable & always available for answering any queries. Thanks a lot Guys!!

Rahul Bhide

It's a very fantastic experience!!! The team is best with good understanding and knowledge on financial planning and solutions. Regular meetings and planning helps to keep the track of portfolio. Best services and timely follow up. Keep up the good work!!

Deepak Kumar

Very detail oriented and a proper care taken through-out the process. Very satisfied with the recommendations from Team Prudeno Wealth. I don't have to worry too much about my finances knowing they are in best hands. Hope our relationship continues to strengthen and we only get better and better. Keep growing Prudeno Wealth team and help us grow.