Our Blog
Performance tracker October 2025
Despite a clear downtrend in broader equity markets during the month of September, our portfolio value is still holding at breakeven point. While Nifty 50 has largely been flat, the mid cap and small cap space with broader equity market has been facing downward pressure due to global uncertainty and effects of US tariffs.
Performance tracker Sept 2025
Despite a clear downtrend in broader equity markets during the month of September, our portfolio value is still holding at breakeven point. While Nifty 50 has largely been flat, the mid cap and small cap space with broader equity market has been facing downward pressure due to global uncertainty and effects of US tariffs.
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.
Fixed Income: Using tax laws to earn extra returns at zero extra risk
To invest surplus cash for short to medium term, we have always looked to bank fixed deposits as a default choice.
Should you pre-pay your home loan with surplus cash? We present an alternate solution…
We at Prudent Finvest feel that it makes more sense to invest your surplus cash than to prepay your loan.
Our Yield Generating Strategies for Retirement Income
PrudentGain, our comprehensive wealth creation service has three clearly defined stages – Plan, Invest and Harvest.
Our Model Portfolio for Long Term Wealth Creation
PrudentGain, our comprehensive wealth creation service has three clearly defined stages: Plan, Invest and Harvest.