At PrudentFP, since we have been playing the role of both a consultant and a coach for our clients, it is pertinent to understand the difference between the roles of a Consultant and a Coach?
As a consultant, we are expected to give you a solution to reach from Point A to Point B. Suppose you want to accumulate three crore corpus for a comfortable retirement; then we draw and give you a strategy on how to achieve it.
In our role as a Coach, we become a guiding light for you and walk along with you from Point A to Point B. We help you to overcome obstacles, make course corrections, and nudge you to keep progressing. In the above example, we will stay with you for the next 15-20 years to build the corpus of three crores.
Having this perspective, we help you orient all our efforts, communications and strategies towards the results – the ultimate benefit.
1) Build an emergency corpus
2) Get better returns than FDs
3) Fund child’s higher education
4) Build Good Corpus for Retirement
5) Feeling of Safety around Wealth
6) Save on Taxes
7) Taking Regular Vacations to desired locations
8) Streamlined personal finance – House in Order
9) Better returns than earlier while DIY
10) Saving time on money management
11) Bought a car without a loan
12) Purchased the dream home
13) No more headache of tax filing
14) Reimbursement of Hospitalisation expenses by insurance
15) Feeling of family safety in my absence
16) Increased monthly savings
17) Clearing of all debts/loans
18) Increase in wealth
19) Financial freedom / early retirement
20) Feeling of being fully in control of financial life
Many of our clients have been with us for over decades now and appreciate our assistance & expertise. Some of them have been quite effusive in what they had to say about us.
A few of them have been reproduced here to give you an idea of the difference we have made to them.You need to know the experience someone who has worked with us has had. You want to be sure. Go ahead & convince yourself.
Here we are sharing some of our Clients’ success stories with their consent and you can relate with them.
We’re ready to help you with any questions you might still have?
Suresh Kumar Narula is founder and Principal Financial Planner at Prudent Financial Planners. He has earned the professional CERITIFIED FINANCIAL PLANNER and got registered with SEBI as Investment Advisor. He writes on personal and financial planning articles and got published in Dainik Bhaskar, Business Bhaskar and The Financial Planner’s Guild, India. He is also a member of Financial Planner’s Guild India ( An association of practicing SEBI registered Investment advisers) to create awareness about Financial Planning in general public, promote professional excellence and ensure high quality practice standards. Suresh received his an M.com from Himachal Pardesh University and an MFC from Punjab University, Chandigarh. He can be reached at info@prudentfp.in