Solutions to all your personal financial needs is
just a free video call away
How it works
1
Fill the form at the bottom of the page
2
We will schedule a video call as per mutual convenience
3
During the call we will endeavour to answer all your personal finance/taxation related queries & requirements. Below are some of the services we offer.
4
After the call, we will share with you a mutually agreed action plan address your
requirements
5
At your discretion
we will provide
continuous support &
handholding in
implementing the
financial action plan
Planning Services
Goal Based Financial Planning
Tax Planning
Investment Planning
Loans and Repayment
Insurance Advice
Investments
Mutual Funds
Stocks
IPO
Income Tax
Filling ITR
Why use our Helpdesk?
Prudent Finvest was founded by Kaustubh Puranik, a Chartered Accountant with over 20 years’experience in financial services and investing profession. Providing unbiased advice on all aspects of personal finance in a flexible and convenient manner to our clients is our foremost objective. And this is what we aim to deliver to our clients with our online helpdesk. Video consultation is absolutely free and there are no hidden charges or fees charged to the client, but any subsequent services availed are subject to fees.