Insurance Policy

The fastest growing integrated

wealth management group

Incorporated in year 2000 as Prudent Corporate Advisory Services Ltd with a clear vision of providing professional services in the area of personal and corporate investments , Prudent today is an integrated wealth management group with diversified business verticals across Mutual Funds distribution, Equities, Derivatives, Third Party Products, Fixed income Products, Life & General Insurance, Commodities and Real Estate.


Happy Clients


Live SIP's


Asset Under


AMFI registered
Channel Partners
As on 31st Dec 2022

The Journey So Far..

mutual funds investment

The Group Companies

mutual funds investment

The flagship company focused on providing an integrated wealth management solutions.

mutual funds investment

Providing Life and General Insurance Solutions as an Insurance Broker registered with IRDAI

mutual funds investment

Offers Broking solutions across Equities, Derivatives, Currency and Commodity segments

mutual funds investment

Provides commodity Broking services.
A member of MCX and NCDEX.

money management

Provides real estate solutions by helping customers in buying their dream realty

money management

A SEBI registered investment advisory company that provides financial planning solutions.

investment analysis

A NBFC engaged in the business of providing loan against securities

Technology and Service platforms

investment analysis

Quick, Hassle Free, Secure and Online Mutual Fund Investment Platform.

expense tracker

Provides training to their channel partners and creates financial awareness among investors.

expense tracker

A team of veteran IT professionals focusing on security of information, integrity of data and accuracy of real-time reports.

The laurels

Winner of CNBC TV 18 Best Financial Advisor
Award (West) for 5 years in a row

investment planning
investment planning
sip investment
sip investment
save tax