Simplify your investments insurance taxes estate wealth
with Prudent Wealth Partners
Your trusted partner in building, managing, protecting, and passing on wealth.
Why Choose Us?
Credibility. Clarity. Confidentiality.
Book a Consultation
Thank you for your message. It has been sent.
Commitment
Where Wealth Meets Wisdom
Every decision is guided by careful analysis, foresight, and a client-first mindset ensuring your wealth is managed with wisdom and responsibility.
We believe in absolute clarity. From strategies to fees, everything is communicated openly, so you always know where your wealth stands.
Your goals become our mission. We stand by you through every stage of life guiding, supporting, and celebrating your financial milestones with you.
Combined Years of Experience
Asset Under Advisory
Monthly SIP
Clients Served
Comprehensive Financial Planning
A complete financial plan aligns your wealth, risks, taxes, and future goals to create a secure, stress-free life.
-
Goal Setting and Roadmap
-
Cash Flow & Budgeting
-
Risk Protection
Term and Health Insurance Advisory
Get unbiased advice to choose the right term and health insurance, ensuring proper coverage and protection for your family without overpaying.
-
Term Insurance Guidance
-
Health Insurance Advice
-
Policy Review
Financial Record Management
Keep your financial details organized and secure, ensuring your family has access when needed, and avoiding confusion or unclaimed wealth.
-
Comprehensive Asset Documentation
-
Property & Land Records
-
Financial Instruments
Customer Testimonials
Our clients see the difference
Real stories from our valued clients about how Prudent Wealth Partners has made a difference in their financial journeys.
Yash is knowledgeable, vision and has vast experience in finance domain. He is efficient in managing and planning portfolios as per different classes of earnings.
Vinay Kulkarni
I highly appreciate the personalised service and tailor-made solution for my financial goals.
Raj Nivangune
Very Efficient and prompt service. Knowledgeable persons, very kind and polite in dealing with customers and always ready to help by giving proper advice.
Shaikh Magbool
Yash is extremely intelligent and very sound in knowledge.. I am very happy with the professionalism and services provided..thank you
Leena Mirchandani
We are pleased with the kind of services rendered by them. I thank Mr. Yash for being very patient in listening to all my queries and offering the best possible solution. Highly recommended.
Vishnu Vardhan
Yash Jain from Prudent Advisors provided exceptional service during my ITR filing. His expertise, attention to detail, and valuable guidance made the entire process seamless. I highly recommend his services for a hassle-free and professional experience.
Abhishek Takate
Help Center
Got Questions?
Find quick answers to your financial and tax-related inquiries. Need more info? Visit our full FAQ page.
We prioritize wealth preservation over just wealth creation. Our approach is client-first, transparent, and education-driven. Every plan is tailored, not generic, ensuring clarity and confidence in your financial journey.
Our services are designed for individuals, families, NRIs, HNIs, and business owners. Whether you’re just starting your financial journey (newly married, new parent) or planning your legacy (estate planning, family office), we help you at every stage.
The FRM Tool is a digital Excel file where you can record all financial details (bank accounts, insurances, loans, investments, nominations, etc.). It’s simple, offline, and password-protected — so your family is never left clueless about your finances.
The FRM Service (Legacy Vault) is a premium offering for HNIs & Billionaires where we personally document every financial and non-financial asset and create an encrypted vault for your family.
Very secure. The tool is offline, not cloud-based, so it cannot be hacked or accessed online. It is encrypted with a password to protect it further. Only you and your chosen family members will have access to your financial records.
All consultations are booked online via Calendly and include integrated payments. Once booked, you’ll receive a link for a video session where we discuss your goals, analyze your situation, and provide actionable advice.
We offer both:
One-time consultations for specific needs (e.g., ITR filing, real estate documentation check, newborn planning).
Ongoing engagements like Family Wealth Management and Family Office Services for clients who need continuous support.
Let’s Start Your Financial Journey
Your Goals, Our Guidance
At Prudent Wealth Partners, we make financial planning simple, helping you achieve your goals - whether it's retirement, protecting your family, or growing your wealth. We're here to guide you.
C.A Yash Jain
Co-founder & CEO
