Your Scattered Investments Deserve a 7-Figure Roadmap

We help professionals like Doctors, CXOs, and CFOs invest like the top 1% HNIs with Clarity, Control, and Complete Peace of Mind.

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For those ready to take wealth seriously.

9 + Years Experience

150 + Cr AUM

100+ Happy Clients

You’re investing. But is your money really working?

You earn well and have SIPs running but are you confident your savings will meet your every life goals?
Is your money scattered across FDs, mutual funds, and insurance schemes without a plan?
Are you acting on random tips from friends, influencers, Telegram channels, or bank salespeople?
Do you feel uncertain whether you’re on track for key goals like retirement, foreign travel, child’s education, or buying your dream home?
Have you struggled to find someone you truly trust to guide your financial decisions?

You’re not alone. Most of our clients had the same problems before they came to us. One client shared his frustration;

“Aab tak toh ₹70–80 lakh ka double ho chuka hota ager aise raite na faila kar rakhe hote.”

We help clients move from scattered decisions to structured, goal-aligned growth with complete peace of mind.

What We Do Differently

We don’t sell products. We work closely with you on your goal based investment.

Structured Wealth Roadmap

Map every goal to a timeline and amount
Align your income, obligations, and aspirations
Replace scattered SIPs with purpose-driven strategy
See exactly where you’re headed and what needs to change

Behavioral Guidance

Stay calm when markets aren’t
Avoid peer pressure and FOMO traps
Protect against decision fatigue
Build conviction in your choices

Family Office Experience

Founder-led advisory, not an assistant
Reviews and realignment, quarterly or as needed
Sunday slots available for time-strapped professionals
No product-pushing. Just honest, conflict-free advice

Is it Right Fit For You?

This Isn’t for Everyone. But Might Be Just Right for You

We work best with clients who…

Earn ₹80K/month+ and want to make their money work smarter
Doctors, SME owners, consultants, or senior professionals with busy lives
Too busy for Do-It-Yourself investing
Want structured, expert-led guidance not bank pitches or random tips
Want to move from current position to retire as an HNI

If that’s you, we will help you grow your wealth with clarity, control & complete peace of mind.

How We Take You From Confusion to Clarity

A 5 Steps, founder-led system to take you from scattered investments to structured wealth creation.

1. Discovery Call

We assess your income, goals, fears, and portfolio

2. Financial Mapping

We create your custom roadmap (not just SIPs)

3. Portfolio Restructuring

Realign your assets to actual outcomes

4. Behavioral Coaching

Help you avoid biases and stay calm during uncertainty

5. Ongoing Advisory

Reviews, adjustments, and complete handholding

What Our Clients Say

100+ professionals & founders trust us with ₹160 Cr+ AUM built purely through referrals.

I used to think wealth creation was all about chasing higher returns. Shriikant helped me understand the power of structure and goal-based investing. Today, my portfolio feels aligned with my life, and I finally have the clarity I was missing.

– Rajeev Mehra, Business Owner, Pune

Before Prudent Investments, I had multiple policies, SIPs, and FDs but no roadmap. Shriikant simplified everything, restructured my portfolio, and gave me a plan I can actually follow with confidence.

– Aditya Gupta, Senior IT Consultant

Ready to Grow Your Wealth?

This isn’t a sales pitch. It’s a structured conversation to map where you are and how much you can grow your wealth.

✅ No product pushing just perspective

✅ Get your portfolio reviewed by an expert

✅ Ask anything about your financial roadmap

✅ See if long-term advisory is the right fit for you.

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FAQs

I already have SIPs and some investments. Do I still need this?

Yes, most of our clients come in with scattered investments but no clear roadmap. We help you align what you’ve built with where you actually want to go.

What happens during the free discovery call?

We’ll talk about your current financials, goals, and challenges. You’ll walk away with clarity even if you don’t move forward.

What does it cost if I continue?

You can choose between ₹10,000/year for consulting, or 0.5% of assets under advisory. Transparent. No hidden fees.

How often will we connect after onboarding?

At least quarterly, or whenever something changes. You’ll have direct access, even on Sundays if needed.