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Suresh Kumar Narula | Prudent Financial Planners | PanchkulaSuresh Kumar Narula | Prudent Financial Planners | Panchkula

Suresh Kumar Narula

Prudent Financial Planners•Panchkula
# 1397, Second Floor, Sector 25,
Panchkula, 134116
# 1397, Second Floor, Sector 25, Panchkula, 134116
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About

We operate a Chandigarh-Panchkula based professional Financial Planning and Tax Advisory firm. We are a SEBI Registered Investment Adviser, GST Practitioner and Income Tax advisory firm. We offer fee based comprehensive financial planning to clients in India and across the globe, supported by technology. Our services include contingency planning, insurance planning, children education and marriage planning, home purchase planning, retirement planning, online mutual fund portfolios, Loan against Mutual fund, P2P investments, Fixed Deposits with NBFCs and filing of income tax and GST returns. We also provide ongoing financial advisory services to individuals and families. Established in 2011, we bring over a decade of experience, making us one of the most seasoned financial planning and advisory firms in the country.

Practice at a glance

15
Years of Experience
50
Families Served
₹34
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Virtual
Specialises working with:Senior Management
Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities

Complimentary Services

Get any of the free services to experience working with Suresh Kumar Narula.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment