Prudent Private wealth is a leading Private Wealth Management firm which caters to

various Financial Needs Of HNIs, Ultra HNIs and Corporate. We as pioneers in wealth
management adapt to ever changing economic landscape while offering need based solutions
to our clients.

Widest range of product suites

Customized wealth solutions backed by research

Qualified professionals with excellent understanding of markets and their

domain

Firm Believer in process driven wealth advisory model which is always in line
with our clients financial needs.

Aspiring to be one of the most trusted Wealth advisory firm in the Country

Our Objective
Taking wealth advisory to next level reflects our client centric approach. Over times we
at Prudent Private Wealth have been instrumental in introducing various wealth
management strategies backed by Indias best research houses, Wealth managers and product
manufactures.

About company

FOUNDER AND WEALTH ADVISOR

______________ has been in the Financial services sector for a decade having worked with
HDFC & HFDC prior to joining Prudent Private Wealth. He has worked in areas of Mutual Fund
Research, Investment Advisory, Product development in his previous assignments. ________ is
a MBA in Finance with 10 plus capital market certifications.

Unique thing about the company

We adopt a disciplined and structured Advisory process and provide you with holistic
and customized portfolio recommendations. PPW provides superior service with its
unique client centric Tripodstructure where each client has access to a dedicated
Relationship Manager, Investment Advisor and Service Manager. Investing is just the first
step to achieving financial goals. Portfolios need to be actively monitored periodically to
track the performance of investors funds and ensure that the asset allocation is
consistently in line with the agreed objectives. Apart from regular reviews, the investor
receives Weekly, Monthly & Quarterly newsletters covering Macro economic
environment, Equity, Debt, Real Estate, Commodity & Forex outlook, Product
recommendation, Dynamic Asset Allocations & Fund Manager interviews.

OVERVIEW
We

at

Prudent

Private

Wealth

leverage

the

knowledge

and

experience of some of the most experienced wealth managers,

Prudent Private Wealth offers its clients a range of tactical and
strategic wealth management solutions.
Our bouquet of services ensures that our clients can pursue an individualized
plan to achieve their investment goals. Our product suite is a one-stop
solution for your entire portfolio needs across equity, fixed income, mutual
funds, structured products, estate planning, etc. customized to your riskreturn profile. Our product suite includes:

Our product suite includes:

Direct Equity

Our in-house equity research desk provides recommendations based on strong company
fundamental analyses. This is supported by a network of analysts with expertise in key sectors
across industries. Our equity desk tracks various sectors and uses a mix of top down and
bottom-up approach to identify stocks. Exposure to these is recommended on the basis of your
risk profile be it conservative, aggressive or moderate.

The direct equity product offering include:

Model Portfolio (Aggressive & Conservative)

Stock Flash

Regular company/result updates

Regular company updates

Thematic Notes: These notes are largely sent to discuss important

events/themes that are impacting the markets and desk views on the same

Market Impact: These are notes on quarterly analysis of the companies of

the model portfolios

Sector report/ Sector Update: These are notes on a specific sector,

explaining the basic business model and subsequent updates on the current
scenario in the sector

Mutual Funds

We offer a complete range of Equity, Debt and Ultra-Short term Income funds to meet individual
risk-return objectives. The selection of mutual funds is based on a range of parameters built on
Qualitative due-diligence and Quantitative tools like FAMA Ratio, Performance Consistency
Ratio, standard deviation, volatility, rolling returns, expense ratio, Credit Rating and more. The
funds are distributed to clients across AMCs and are built on the principles of conservative
approach and focused advice. MAAG (mutual fund analysis tool) is used to analyze the holdings
across Equity and Balanced mutual Funds as the tool provides a snapshot to assess the asset
allocation, market capitalization, sectoral holdings and company holdings.

Fixed income products

We offer fixed income products like Government bonds, Tax Free Bonds, fixed maturity plans,
income funds; Bank Deposit, etc. in line with the clients risk-return profile. Capital Gains Bonds
like NABARD, NHAI, REC and , RBI Bonds are also provided to clients.

Private equity funds

In terms of asset class, private equity focuses on generating superior returns whilst improving
portfolio diversification. However, these funds are illiquid and recommended for aggressive
investors. Our in house research team carefully evaluates and selects private equity funds that
will help you achieve your long-term investment goals. We suggest a large range of funds
managed by some of the leading and trusted names in the industry.
Structured Product

A Structured Product is non-convertible debenture (NCDs) where the coupon or return on the
bond depends on the movement of either an equity market index or stock. The coupon on these
bonds are not fixed or assured. There can be two types of structures (a) Principal protected
structures (b) Non-Principal Protected structures. They have fixed tenure and the issuers are
largely NBFCs. HDFC Bank Private Banking Group has only offered principal protected
structured products.

Estate Planning

Estate Planning permits you to protect your wealth and transfer it to future generations. We offer
a wide range of products and well-thought approach to transfer your assets to the next
generation according to your objectives and wishes. Estate planning services are provided
through referral tie-ups with professional firms / institutions, to know more details reach out to
our private Banking relationship manager. These estate planners provide clients, peace of mind
by ensuring their estate is in order and their loved ones will always be taken care of. The
professional team comprises of investment, banking and legal experts who provide clients
specialized advice in all areas of estate planning. Client needs are met through:

Prudent Succession & Estate Planning

Efficient tax planning

Smooth distribution & transfer of assets to identified beneficiaries

Dependable Trustees / Escrow agents / Managers to handle and preserve

family fortune

Uninterrupted management of assets

Trust management & Wills

Confidentiality

Real Estate

Prudent private wealth is a full services provider of Real Estate services offering complete end
to end real estate solutions across its residential space. Our aim is to give unbiased advice to
take a better investment decision for our clients. Our in house research team does a very deep
research of builders and projects, promote reputed builders who are focused on timely project
deliveries only.