About Prudent Wealth Partners
Prudent Wealth Partners is a company based in Pune (India) founded in 1992 by Yash Jain. It operates as a B2B, and Advisory Services. Prudent Wealth Partners offers products and services including Financial Planning, Investment Advisory, Wealth Management, and Insurance and Risk Management. Prudent Wealth Partners operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
- Headquarter Pune, India
- Founders Yash Jain
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Financial Services
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Products & Services of Prudent Wealth Partners
Prudent Wealth Partners offers a comprehensive portfolio of products and services, including Financial Planning, Investment Advisory, Wealth Management, and Insurance and Risk Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service to help achieve short-term and long-term financial goals.
Personalized advice for optimizing portfolios and managing risks.
Comprehensive strategies for preserving and growing client wealth.
Solutions to mitigate risks and protect assets effectively.
Funding Insights of Prudent Wealth Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Prudent Wealth Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Prudent Wealth Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Prudent Wealth Partners Comparisons
Competitors of Prudent Wealth Partners
Prudent Wealth Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Asset and wealth management software is provided for businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Prudent Wealth Partners
When was Prudent Wealth Partners founded?
Prudent Wealth Partners was founded in 1992.
Where is Prudent Wealth Partners located?
Prudent Wealth Partners is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
Who is the current CEO of Prudent Wealth Partners?
Yash Jain is the current CEO of Prudent Wealth Partners. They have also founded this company.
What does Prudent Wealth Partners do?
Prudent Wealth Partners is a wealth management firm based in Pune, India, specializing in personalized financial planning, investment advisory, and risk management. They serve high-net-worth individuals, executives, and industry leaders through bespoke solutions that emphasize integrity and excellence. The firm uses advanced technology for market analysis and ensures client-focused strategies to achieve financial security and long-term goals.
Who are the top competitors of Prudent Wealth Partners?
Prudent Wealth Partners's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
What products or services does Prudent Wealth Partners offer?
Prudent Wealth Partners offers Financial Planning, Investment Advisory, Wealth Management, and Insurance and Risk Management.
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