About Us
Prudent Savings and Financial Services (PSFS) was founded in year 2013 by Mr. Rakesh Bansal who is MBA (Finance) and CPFA. He has also qualified “Equity Derivatives Certification Examination” from National Institute of Securities Markets, Mumbai. He is having more than 20 years of corporate experience in the field of finance, accounts and taxation.
PSFS is guided by the present need of people in today’s financial market. We often meet people who have one broker managing their one bucket of money, another consultant managing their other bucket of money, an insurance agent managing their third bucket of money and so on. The result is that people end up without any fruitful result and spend their hard-earned money & valuable time on unproductive tasks.
The financial market is so complex that people look for an “Umbrella” under which they can get all their finance related services at one place. Our service model is built around their needs of investments, insurance, loans, taxation etc.
Associate:
Mr. C. S. Vaidya is a practicing Chartered Accountant who is having vast experience of more than 25 years in accounting and auditing.
Business Partner:
Motilal Oswal Financial Services Limited (MOFSL) is a well-diversified financial services firm offering a range of financial products and services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. They have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. MOFSL is headquartered at Mumbai and as of December 2019, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by their Business Partners and Branch Offices for 20,00,000+ customers.
Our main objective is to provide you all your finance related services at your door step and to help you reduce your time spent on non-essential tasks, enabling you to focus on your core activities.
Our Services
Investment
You will surprise to know that in the United States, approximately 21% of household financial assets i.e. approx. $21.0 trillion is invested in mutual funds only at the…
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Retirement and Estate Planning
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.
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Tax Planning
The desire to grow money is a natural instinct. But as simple as the desire is, the process to do so is just as complex!
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Payroll Services
Using an outsourced payroll service is typically more efficient for a small business than processing payroll internally. Leaving payroll to experts frees up your valuable time…
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Accounts and Audit
Accounting and Audit have a very important role to play in the financial record-keeping process of any business.
Read MoreOur Happy Customers
I am totally satisfied with the services and advice given by you whenever I needed. Never ever I have found you lagging in any respect. You are very sincere, dedicated and totally committed to your profession therefore you are bound to have excellent relationship with all your clients. Your human values are beyond expectations and of exceptional order, a rarely in today's world.
I still remember the crucial time some 4 years back when I was lucky to meet you. Had lots of issues with respect to income tax/ capital gains. Misguided by my previous CA, I was deep down in s——. But, today I am a very satisfied person with all financial issues sorted out by you. You have given me correct and much needed timely advices. Being a busy professional, I understand the value of these advices and actions. Lucky to have a professional and a good human being as my financial advisor.
Rakesh has been my advisor for 7 years now. I knew a little bit about investing, but not enough to feel confident, and placing my trust in him was a great decision. I feel fortunate to have him manage my investment portfolio to the degree in which I have a very comfortable plan that works well for me. He shows a genuine interest not only in the management of your investments but also you as a person and friend. He explains your investment portfolio very well and encourages you to invest in safe and secure products but with decent returns. I would not hesitate to recommend Rakesh to anyone who is seeking a good financial advisor. Thanks Rakesh.
