Prudent Financial Planners - Pan Service Providers Distributors
Member since Mar 7, 2013
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About Me
Suresh K Narula is the Founder & Principal Planner of Prudent FP which is an online publication India. He is also a CFPCM Practitioner & AMFI Certified and so far has offered Comprehensive Financial Planning services. He is member of The Financial Planners? Guild India (FPGI), Mumbai and regularly attends its flagship event Annual Conference & Exposition held in different cities of India. Suresh has contributed to Personal Finance written for The Financial Planners? Guild India and written in Dainik Bhaskar, regular contributor in samadhan section of Business bhaskar where he answers reader?s queries on various personal financial matters and regularly writes on Prudent FP website. He holds MFC and M.Com degrees from leading universities in Chandigarh and Himachal Pardesh respectively and is a Certified Financial Planner (CFP).
About Work Experience
Suresh entered in Financial Industry as Post Graduate in Commerce and Master of Finance and Control and grew up as Certified Financial Planner Professional with AMFI Certified for Mutual Funds. He worked for over 8 years with big Financial brands. He also conducts training programs on Financial Planning, Investment Planning, Insurance Planning and Tax Planning. Apart from developing Financial Plans and guiding clients meet their Financial Goals; he keeps interest in research & analysis of various financial products and services.
Experience & Qualification
Qualification
M.Com, MFC, CFP
Experience as an Advisor
11 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Pan Service Providers
Affiliations
- SEBI Registered Investment Advisor
Awards & Recognition
-
Not Specified
Address
Prudent Financial Planners
Resi-cum-Office,
Sector 25,
Sector 20 Panchkula,
Panchkula,
Haryana, 134116
LICENSE
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Mutual Fund -
ARN No.
94509 - Validity -
30-01-2023
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