About Us

Prudent Financial Investments is brain child of Kaustubh Puranik, a Chartered Accountant by profession with over 20 years’ experience in financial services industry. Kaustubh took up equity investing and trading as a full time profession in the year 2012. After spending initial years honing and perfecting his investing strategy, Kaustubh established his proprietary investing firm Prudent Capital Ventures. With a clear focus on long term wealth creation, it was clear from a very early stage that the only way to achieve this objective while also balancing the need for regular income was to practice a well-defined capital allocation and an investing strategy that did not sacrifice long term returns in pursuit of short term profits. This then is the investing mantra we follow at Prudent Financial Investments as we present an equity investing solution that aims to create long term wealth while earning sustainable short term income.

Kaustubh Vijay Puranik is registered with SEBI as Authorised Person.
NSE CM segment: AP0297127251
NSE FAO segment: AP0297127251

Our Approch

Plan
We start by setting a retirement income level as desired by the client. We then prepare an investment plan to achieve target corpus required to earn the target income

Invest
We execute investments into stocks, mutual funds etc. We also monitor portfolio performance regularly to keep returns on track

Harvest
We use our yield generation strategies to earn target income yield. Our approach ensures perpetual inflation proof income