One app to track your mutual fund investments
More than 8,000 funds from 40 asset management companies
Live fund updates
Insights based on Thorough Research and Expert Analysis
Manage your wealth with a trusted AMFI registered advisor, who works only in your interest.
How We Provide
As per your goals, risk appetite and investment time frame. We recommend the percentage of equity to debt.
Is the fund a consistent performer? What is the fund manager’s track record? How volatile is it compared to its peers…
Perceiving our client’s spoken and unspoken requirements and providing a complete financial solution.
Regularly bringing a portfolio back to its original asset allocation to lower risk and optimize returns.
I have been investing since 2004 and have met 25+ wealth advisors. Before TPI, I was investing in the wrong schemes for my goals: ULIPS, Insurance, etc. I came to TPI in 2017. And we have chalked out a future plan as well. Unlike relationship managers from international banks and insurance conglomerates where I was mis-sold insurance products as investment products. Other advisors didn't go into so much detail, here the products were thoroughly explained to me and the various funds compared. This usually takes a lot of time but here it was simple and effective. What really inspired a lot of confidence in me was seeing my advisor’s portfolio which included some of the schemes he was recommending to me.
My advisor at TPI has been phenomenal with all the support provided for managing my money. Very well informed and knowledgeable in this field; He has been very proactive in contacting me and regularly updating me on the performance of my funds. One of the safest and most trusted advisors that I have come across. Manages my funds with the sole aim of ensuring the safest but best returns for my savings. I have recommended him to all my family and friends who have had the same experience working with him.
MORTGAGE ADVISOR, LONDON
I am very happy with the services provided by The Prudent Investor. They provide apt plans suited to my needs and share the pros and cons of each with me. This helps me in making a calculated decision. There are plenty of options provided and I am not forced into choosing. Instead, I get to see a diverse range of products.
BHAVNA PAVAN KULKARNI
CYBER SECURITY CONSULTANT, PUNE
It's been a pleasure working with The Prudent Investor over the past year. What differentiates them is that they share the facts and research on funds, and then let you decide. They guide you keeping in mind your best interests, rather than pushing investment products that are beneficial for them. The trust factor is very essential in the investment advisor relationship, and having worked with them I can say that I trust them completely.
RETIRED PROFESSOR, PUNE
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