My Investments

Your Money is Yours. It should not be handled by one-size-fits-all services

Instead, choose a tailor-made investment plan, designed especially for you, keeping you preferences in mind.

Hassle-Free Service from the comfort of your home

You need to step out of your house. Our personnel will pick up the mandatory docs from your home directly at your convenient time

Personalized & Goal-based Investment Planning

Don't rack your brains and let our advisers create a personalized investment plan so that you only sit and achieve

Dynamic Changes to maximize your wealth

Regular modification to your portfolio with your approval for maximum gains over a given time frame

Wait! Did we mention Zero Fees

Yes, you read it right - it is too good to be true.
But we do not charge any fee for helping you multiply your wealth.
And everything we do for you is completely free of cost.

CALL / WHATSAPP ON +91 94150-79131 TO START INVESTING

One App. Everything on it.

Consolidate all Investments.
Old or New

Auto Portfolio Valuation Updation.
Everyday

Single Sign-on.
Online investment or redemption

iOS and Android Apps powered by Prudent Corporate Wealth Advisory Services

CALL / WHATSAPP ON +91 94150-79131 TO START INVESTING

How it Works?

It is truly the simplest way to invest wisely

Document Collection

Our personnel will collect the necessary documents at a mutually convenient time from the address you suggest

Talk to Financial Advisor

Our advisor will call you to understand your goals and preferences to build a custom investment plan just for you

Do Nothing

You just sit back and relax. We will do everything - build investment plan, take your consent to modify investment over time, track your portfolio for maximum return and so on.

Operationally facilitated through our channel partners - Prudent Corporate Advisory Services Ltd.
which has presence in more than 78 Indian cities and are managing funds worth over INR 7500 Cr

FCA MBA Kapil Agrawal

Meet our Principal Financial Advisor

Kapil Agrawal is heading our team of financial experts.

He is an FCA, MBA with over 20 years of expertise in the financial world. He has worked with top investment and broking houses in the past and qualifies as an SME when is comes to the world of wealth management and financial investments. He is also guest faculty at various B-schools and have been on judging committee of various finance related events.

see on linkedin

CALL / WHATSAPP ON +91 94150-79131 TO START INVESTING