Build a Legacy of Wealth for Your Family

We do financial planning right for you in reaching your long-term goals. Learn more about our savings, investment, and legacy plans for a better tomorrow.
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Legacy planning

Leave a legacy that protects the future of your family.
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Savings and investment

Prepare the right financial safety net for you and your loved ones.
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Frequently Asked Questions

What is wealth management and how it works?

Wealth management is a type of investment advisory service where an individual entrusts the individual or company to make financial decisions on their behalf. The wealth planner structures the investment plan and strategy for the clients.

What is the difference between financial planning and financial management?

Financial planning is about planning for your financial goals for the future, even when you don’t have the money. Whereas, financial management requires you to manage your finances accordingly as per your budget.

What is wealth planning and wealth management?

Wealth management is a type of financial advisory to help individuals with investment plans and strategies for growing one’s wealth. On the other hand, wealth planning is a way to assess your present financial situation and what needs to be done to reach your financial goals in the future.

How does insurance protect wealth?

Insurance can help protect your wealth by providing a lump sum payout in case of any unfortunate event. Insurance is not about creating wealth but protecting it to avoid any future financial trouble.

What is a financial planning process?

A financial planning process has five key steps which includes
a) Assessing one’s own financial situation
b) making financial goals
c) Identifying investment alternatives
d) Making a financial plan and implementing
e) Review, monitoring, and re-evaluating the plan

What is the best way to build wealth?

The best way to build wealth involves making money, saving, and investing it. Start finding alternate income sources and try saving your money by budgeting and cutting down on expenses. Explore various type of investment opportunities or financial instruments to invest according to your risk appetite.

Does Prudential have financial planners?

Yes, Prudential has its own financial planning and management services. Contact a Prudential wealth planner to start your wealth management or financial planning today.

Why is family financial planning important?

Family financial planning can help to save and protect your loved ones from any financial trouble in the future. It helps to pay for your long-term financial goals like retirement, children’s education, mortgage or even paying your debts.