Prudent Wealth Management

PRUDENT WEALTH MANAGEMENT - one of Mumbai's leading and fastest growing Investment Advisory and Financial Planning Company. was started in April, 2002 by Mr. Parag Sonavane a CFP (CERTIFIED FINANCIAL PLANNER). With more than a decade of experience in financial services, we advise and help people achieve their financial goals. Our clients comprise people from distinct walks of life - be it Individual Investors, Corporates, Non Resident Indians (NRI's) or High Worth Individuals. Known for our timely need based advice; we offer a wide range of Mutual Fund products as well as Insurance products from the leading companies in India. we help identify the client's need and advise them in achieving their financial goals - right from Retirement, Child's Education, Wealth Creation to Tax Planning etc. To experience our research based advice just call us or walk into our office and feel the difference. About CFPCertification CERTIFIED FINANCIAL PLANNER Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFP Certification wins trust and Presents opportunities worldwide. CFP Certification is the highest level of Certification worldwide in the field of Financial Planning with over CFP Certificates and widely respected by consumers, professionals & industry.