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  • 805 & 806, South Block, Sacred World, Wanowrie Pune – 411040
Prudeno Wealth
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Our Services

Investment Planning

What could be the best mutual fund portfolio for you? Is it something that helps you get a planned amount of returns? Or is it something that enables you to meet your financial goals? Well, it can mean different things to different investors.

Our “Explore Program” is well suited for investors who wants to start their investment journey with mutual funds. Our well researched and curated mutual fund portfolio will help you realise your dreams. Appropriate asset allocation, Periodic reviews & Timely action will help you achieve your desired investment outcome.

Horizon Assessment

Assessing your investment time horizon and purpose of investments

Risk Profiling

Capital markets fluctuates and so will investments. Each individual has different risk taking capacity, assessing risk-taking ability becomes critical in designing a portfolio.

Investment Advisory

Designing well suited mutual fund portfolio based on risk profile and investment time horizon.

Asset Allocation & Rebalancing

Allocating optimally between Equity & Debt mutual fund and rebalancing it periodically in case of any outlier performance.

“Don't work for money; make money work for you.”

Robert Kiyosaki

Our Services

Financial Planning

A comprehensive financial planning service, our “Engage Program” helps our clients to take 360-degree view of their financial life with deeper level of intervention. The central idea of this program is to curate a blueprint that helps our clients and their family understand their financial needs, insecurities and aspirations and find a balanced way to achieve them over a period of time.

A continuous engagement with three-stage process of Planning, Execution & Review give financial life the right direction towards financial success.

Statement of Purpose

This stage helps in putting down all that you want to achieve from your financial resources. This brings clarity and vision to the investments.

Cash Flow Planning

Understanding financial Inflows and Outflows in depth. Planning the cashflows to fund the future requirements.

Retirement & Goal Planning

Retirement is the longest vacation we all have to take whether we like it or not. 20-30 Years of post-retirement life needs well planning, financially as well as mentally. Sooner you plan it better it will be. Also, be it your financial responsibilities or may be aspirations or personal life goals, this deep level intervention helps you think and plan them systematically

Investment & Tax Planning

Designing well suited investment portfolio based on risk profile, financial goals & investment time horizon. We also help you with optimising your tax outflows.

Asset Allocation & Rebalancing

Evaluating existing investment portfolio. Allocating optimally between Equity, Debt, Gold & Real estate. Rebalancing it periodically in case of any outlier performance.

“The four most dangerous words in investing are: ‘This time, it’s different.’”

Sir John Templeton

Our Services

Wealth Management

An Independent and Impartial approach of our exclusive “Experia Program” believe in ensuring you make the best of your wealth without having any conflict of interest. We determine your goals and help you set out a sound approach for effective solutions. We begin with by understanding your wealth management objectives and priorities alongside your overall family and professional circumstances.

Wealth Advisory

Growing your wealth with holistic and unbiased approach. Defining your wealth objective and aligning your investment portfolio to help you achieve the desired objective.

Wealth Preservation

Wealth preservation is a strategy designed to grow your assets while providing downside protection. Preserving your wealth should be an ongoing priority and we help you navigate your financial future with an eye towards asset preservation.

Wealth Succession

For many families, the goal of strategic financial planning is not simply to manage, multiply and protect their wealth, but to leave a financial legacy for the next generation based on a shared understanding and common set of values. We work alongside you, ensuring seamless migration of your wealth to your loved ones.

Will Planning

Handling the complex duties during an emotional time is a challenge even for the strongest person, a well-informed plan can make a big difference in what is left for your loved ones. A will is important to have, as it allows you to communicate your wishes clearly and precisely when you are not there.

“Risk comes from not knowing what you're doing.”

Warren Buffett

Unleash the Power of Personalized Finance

Our Process

1

Clarify present situation

We collect and assess all relevant financial data such as lists of assets and liabilities, tax returns, records of securities transactions, insurance policies, will, pension plans, etc.

2

Identify Goals and Objectives

These goals include providing for children’s education, supporting elderly parents or relieving immediate financial pressures which would help maintain your current lifestyle & provide for retirement.

3

Identify Financial Problems

Problem areas can include too little or too much insurance coverage, or a high tax burden. Your cash flow may be inadequate, or the current investments may not be winning the battle with changing economic times.

4

Recommendations

We provide recommendations which will vary with the complexity of your situation, but they will be structured to meet your needs without undue emphasis on purchasing certain investment products.

5

Implement Strategies

A financial plan is only helpful if the recommendations are put into action. Implementing the right strategy will help you reach the desired goals and objectives.

6

Monitor and Review

We provide periodic review and revision of your financial plan to assure that the goals are achieved. Your financial situation is reassessed at least once a year to account for changes in your life and current economic conditions.