Prudent Private Wealth

Our Advisory Process

From fact finding, discussion & recommendation to
bringing your investment objective in order

Great Support


Our first meeting typically involves a fact finding exercise. The core purpose is to gather necessary data to ensure a thorough understanding of your financial situation which includes investment objectives, goals, priorities, needs & risk profile.

This becomes the basis for the creation of a comprehensive financial plan.

Great Support

Research &

Post discovering your existing financial situation, our advisory team does a thorough analysis of the data gathered.

The team helps you to identify the gaps from where you stand financially and works towards designing a Bespoke plan suitable to your goals and objectives

Great Support

Product Selection
& Asset Allocation

Depending on what is most suitable for your portfolio and keeping in perspective the Risk, Return and Tax efficiency parameters, the team creates multiple investment strategies from a wide range of investment products.

An ideal investment horizon of the product must correspond with the time period for your goals.

Great Support

Recommendation &

Through in-person meetings, we will present our recommendations, Investment strategies and proposed course of action to enable you to achieve your financial goals.

Implementation is the key to what makes the Wealth Management Process work. We will help you implement the investment strategies be it offline or online while keeping you informed.

Great Support

Review &

Wealth Management process is not just a one-time activity. A successful plan needs serious commitment and periodical review that suits your changing risk profile, needs and objectives.

Monitoring your investments and reviewing it at regular intervals allows us to make necessary adjustments. We rebalance the portfolio on need basis to ensure that it remains within the allocated risk parameters.

Reports that
are available
for you

Asset Class Reports
  • Portfolio Scanner Report
  • Wealth Tracker Report
  • Financial Planning Report
Analytical Reports
  • Morning Coffee
  • Daily Return Report
  • Focused Funds Report
  • Monthly Monitor
  • Portfolio Analysis of Debt Funds
  • Industry Analyzer Report
Performance Reports
  • Valuation & Gain-Loss Report
  • Income Statement
  • Taxation Related Report
  • Goal Status Report
Reports are available online
through Web & App and Offline
through Service Manager