About The Prudent Investor
The Prudent Investor is a Financial Services company based in Pune (India) founded in 2018. It offers investment advice, asset allocation, and mutual fund tracking for clients. It operates on a B2C model. The Prudent Investor offers products and services including Mutual Fund Tracking App and Portfolio Management Service. Its focus areas include FinTech, Investment Tech, Wealth Management and Mutual Fund Advisory. Its legal entity in India is Prudent Investor Llp (AAS-0875). Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
The Prudent Investor is a financial advisory service based in India, specializing in mutual fund investments, portfolio rebalancing, and asset allocation tailored to clients goals and risk levels. They provide expert analysis, paperless procedures, and tools for tracking funds, serving individuals in Pune and London. Clients benefit from personalized plans and transparent recommendations to build wealth and manage emergencies.
- Headquarters Pune, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website theprudentinvestor.in
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- Legal Name Prudent Investor Llp
- Date of Incorporation 28 Feb, 2020
- Jurisdiction Mumbai, Maharashtra, India
Associated legal entities of The Prudent Investor
The Prudent Investor operates through Prudent Investor Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Prudent Investor Llp CIN AAS-0875 | Active | 28 Feb 2020 | Mumbai, Maharashtra | 2 | View details |
Products & Services of The Prudent Investor
The Prudent Investor offers a comprehensive portfolio of products and services, including Mutual Fund Tracking App and Portfolio Management Service.
App for tracking mutual fund investments and providing expert insights.
Service for asset allocation and rebalancing client portfolios.
Board of directors of Prudent Investor Llp (The Prudent Investor)
Prudent Investor Llp is the primary company behind The Prudent Investor. The board of Prudent Investor Llp currently have 2 directors; the longest-serving is Jigarsingh Dausingh Rajput, appointed in 2021. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jigarsingh Dausingh Rajput DIN 08344145 | Designated Partner | 02 Sep 2021 | 5 yrs 1 mo | Prudent Investor Llp |
| Ashutosh Virendra Pandey DIN 09700145 | Designated Partner | 25 Jul 2022 | 4 yrs 3 mo | Prudent Investor Llp |
Similar companies to The Prudent Investor
The Prudent Investor has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of The Prudent Investor
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as The Prudent Investor (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about The Prudent Investor
The Prudent Investor was founded in 2018.
The Prudent Investor is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The Prudent Investor is a financial advisory service based in India, specializing in mutual fund investments, portfolio rebalancing, and asset allocation tailored to clients goals and risk levels. They provide expert analysis, paperless procedures, and tools for tracking funds, serving individuals in Pune and London. Clients benefit from personalized plans and transparent recommendations to build wealth and manage emergencies.
The Prudent Investor offers Mutual Fund Tracking App and Portfolio Management Service.
The Prudent Investor operates through Prudent Investor Llp.
The legal entities of The Prudent Investor currently have 2 directors, including Ashutosh Virendra Pandey, Jigarsingh Dausingh Rajput.