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Prudent Partners is creating a niche for itself in the financial planning field, Within 6 months of its launch; today it is serving 25+ clients across different strata of society.

Prudent Partners is creating a niche for itself in the financial planning field, Within 6 months of its launch; today it is serving 25+ clients across different strata of society.

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Prudent Partners - Introduction Presentation Transcript

  • 1. Pedigree Prudent Partners is a boutique firm started by first generation entrepreneurs – Vivek Damani, CFPCM & Vijay Dalmia, CFPCM, LUTCF The object of this firm is to manage relationships with the assistance of external intermediaries and provide products and services through structured service oriented architecture It boasts of highly successful strategic advisors comprising of professionals bringing with them relevant domain knowledge and global best practices to help relationships with their financial management
  • 2. Our VisionTo be a leading financial services provider backed by superior advisory capabilitiesfor discerning clientsThis we hope to achieve by: Building long term relations with our clients Understanding the needs of the clients & offering them independent and unbiased advice Leveraging technology to service clients quickly, efficiently and conveniently Building transparency in all our dealingsThe success of the company will be built by its unwaivered commitment to the five corevalues – Client First Confidentiality Integrity Transparency Passion
  • 3. Challenges & SolutionsChallenges Solutions Distinction between Income-Generating Assets  Help in creation of higher Income-Generating assets and Self Consumption Assets which will take you towards financial independence Wide range of asset classes and growing trend  A professional needed to research all asset classes towards Do-it-Yourself service and suggest the right fit Too many Advisors in the market with a  Single point of contact with service centric product push architecture architecture whose advice is trustworthy Demand for highly professional and  A structured set-up having relevant professional personalized services experience and can deliver need based advice Highly demanding work environment  You can be more productive if someone can handle your finances Multiple points of contact for multiple tasks  With one point of contact for practically all finance related tasks, you enjoy greater freedom Frequent change of advisors  One person handling finances for life
  • 4. Comprehensive Approach Today clients seek CFO Cash Flow Managementwho can provide them 3600 viewabout their finances and assist inplanning, executing and monitoringcomplete finances by taking a Accounting Investment & Reporting Planningholistic approach rather thanworking on a piece-meal basis Financialpushing products which he or his Advisorcompany sells.In a nutshell, they seek a FinancialPlanner. NOT a seller of Financial Trust & Tax Planning EstateProducts. Planning
  • 5. Our Unique Proposition Professionally qualified team of  Focus on service centric architecture Financial Planners guiding and rather than product push mentoring the Firm  Strategic, flexible and adaptable service Wide range of product suite available to offer you the ones which suits your  Maximum use of technology to service specific needs you quickly, efficiently and conveniently Independent & objective financial  Creative solutions to financial challenges advice Strategic planning, sourcing & implementation capabilities Experience & stability
  • 6. Our Structured Approach Primary Data Advisory ImplementationStep 1 Step 2 Step 3 Recommendation Objective Final Plan Current Portfolio Research presentation Risk Appetite Data Processing Discussion with Expert Analysis client Cash Flows Review Implementation Assets & Liabilities Final Regular Monitoring Future Goals Recommendation Client expectations Strategies defined by Execution of set finalized basis inputs expectations strategies
  • 7. The Management TeamVivek Damani Vijay Dalmia 17 years of experience in the field of  Has been active in the field of Financial Services Financial Services & Customer for the last 15 years Relationship Management,  Qualifications: Qualifications:  Certified Financial PlannerCM  Certified Financial PlannerCM  LUTCF (Life Underwriter Training Council  Certified Insurance Broker Fellow) from The American College & The  Licentiate from Insurance Institute of India International Academy of Insurance & Financial Management, USA Has worked in various capacities with:  Mahindra & Mahindra Financial Services Ltd  ICICI Prudential Life Insurance Co. Ltd  ICICI Prudential AMC Ltd  HDFC Standard Life Insurance Co. Ltd  Reliance Life Insurance Co. Ltd  Angel Broking Ltd
  • 8. The Strategic AdvisorsProfessional Advisors Technological Advisors To provide the best advice to our With our vision to serve our clients clients, we have put in place quickly, efficiently and Strategic Advisors. Our Advisors conveniently, we have put in place specialize in the areas of: strategic partners to provide us with the best available technological Accounting & Taxation support. Investments Law This will help us in providing both online and offline service and support to our clients We would also continue to build valuable partnerships for our clients
  • 9. What do we charge? We charge on the following basis:  Per diem rate  Ad hoc project exercise  An annual retainer basis We are completely transparent in what we charge We aim to work with you to ensure that expectations and deliverables are always set in accordance with what you desire.
  • 10. Client Testimonials• Just the knowledge of saving & investment doesn’t help…implementing surely does. Vijay proved this right for us. Before meeting Vijay we both worked for money but now money is working for us. Thank you Vijay…we appreciate your advice & guidance. – Chaitee & Nihar Gulwadi• Vivek has shown wonderful capability to align our needs with our resources and develop suitable solutions. He has been available at all times and extremely responsive to our queries. – Bindu & Ramchandran Subramani• We are new to Financial Planning and wanted to start investing with a view to planning our family’s future. We found Vivek’s methods suited us perfectly. The process Vivek took us through was extensive and informative. It enabled us to understand real meaning behind the financial jargon, determine what financial goals we could achieve and how our attitudes & goals affect the investment decisions we make. Vivek’s advice also enabled us to make important personal insurance and real estate decisions that can often be underestimated. Approaching financial planning in a methodical manner has given us the confidence that our future and that of our child is secure and protected.” – Sandeep Somani
  • 11. Client Testimonials• Vivek is very professional and helpful. He assessed our needs and worked very quickly to recommend us the path to achieve the financial goals and objectives we had decided, though the recommended path is an ongoing process but we have seen drastic improvements in our financial health only in few months. – Krishnakant Jayswal – B.Pharm (Owner of Pharmacy Store)• I would like to express my high regard for the service and support Vijay has provided to us over the last two years. Vijay has not only provided timely advice, the solutions to our business and personal challenges have been creative, appropriate and practical. The level of professionalism displayed by Vijay has been exemplary in an environment of strict confidence and trust. I would have no hesitation in recommending Vijay to clients looking for investment, pensions or personal wealth advice. – Jugal Kishore Gaggar• Services provided by Vijay are devised to cater to each individuals financial goals. It takes a razor sharp mind like Vijays to equate ones needs to the plethora of offerings in the market. What suits my portfolio best is known to Vijay 24x7. He is comfortable handling instruments such as Insurance, Mutual Funds, Mediclaims, Liquid funds, ETFs amicably. On a more engaging scale, my cash flow management, Planning (retirement / investment / tax) have been handled professionally and deftly by Vijay and his team. Wishing him all the best in his endeavors! – Saurav De
  • 12. Contact usName Landline Mobile E-mailVijay Dalmia +91 22 28792160 +91 9324408195 vijay@prudentpartners.comVivek Damani +91 22 28792160 +91 9321164242 vivek@prudentpartners.com326/IV, Mastermind, Royal Palms, Aarey Colony, Goregaon East, Mumbai – 400 065. India www.prudentpartners.com
  • 13. Thank You
  • 14. Disclaimer This document constitutes neither an offer nor solicitation to purchase or sell securities or any other financial instruments. The services, as mentioned in this presentation, may or may not be offered to every prospective client. It will solely depend on what the client solicits. Accordingly, the offering may be partial or total and will be informed to the client while signing the letter of engagement. In no way, it should be construed that all the services mentioned in this presentation are available to all clients of Prudent Partners. We hold personal information of our clients. We may be required from time to time to disclose information about our clients to other professionals, insurance providers, superannuation trustees and product issuers in order to provide our services and arrange for the issuance of Financial Products. This should not be treated as leakage of confidential information and we can not be held liable for the same The recipient is requested to take into consideration all the risk factors including their financial condition, suitability to risk-return profile, and take professional advice before contracting with Prudent Partners. This presentation is not for public distribution and has been furnished solely for information and must not be reproduced or redistributed to any other person. Persons into whose possession this document may come are required to observe these restrictions. No part of this material may be duplicated in any form and/or redistributed without Prudent Partners’ prior written consent.