Welcome to Prudent Finvest.
The objectives of our enterprise are twofold. First, we provide a comprehensive wealth management service PrudentGain, which aims to manage your wealth from planning to investing and to harvesting a comfortable retirement income.
Our second objective is to invite aspiring professionals/ budding entrepreneurs, with a passion for wealth management, to associate with us as sub dealers. Our established back office infrastructure combined with expertise in wealth management means you can begin your wealth management career on a solid footing with zero initial monetary investment.
PrudentGain
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Performance tracker Aug 2025
The month of August was characterized by uncertainty around tariff situation and other global factors. In this scenario we maintain our 60:40 debt equity allocation.
Performance tracker July 2025
Starting this month, we are introducing our dynamic asset allocation strategy wherein we will track a balanced portfolio of a debt fund and stocks (including global stocks). The portfolio mix between debt fund and stocks will be determined by equity market conditions....
Wealth Creation for a Risk Averse Investor
It has been consistently proven with historical returns data that equity as an asset class has delivered the best returns compared to other assets such as debt, real estate or gold. Yet, many investors still avoid investing in equities for fear of volatility and erosion of capital in case of steep market fall.