Your Financial Advisor for Life
About Us
Prudeno is a premium boutique financial advisory company built on the core values of Trust, Transparency & Integrity. As a fiduciary body we understand our responsibilities and hence inspired to do the right things for our clients every day. We specialize in providing unbiased financial planning solutions by giving utmost priority to the interest of the client. We believe in building strong trust based relationship for a lifetime and ensure that we deliver the whole organisation for the benefit of our clients.
Why Work With Us
Unleash the Power of True Wealth Advisory
Our Quantitative and Qualitative value based wealth advisory approach helps us in managing behavioural complexities along with product and information complexities of investments for our clients. Not only we handhold during the turbulent times of the market, but we also help them navigate through different life transitions steadily.
Distinct Personalisation
Everyone's financial life is unique. Personalised solutions benefit you by exploring avenues pertaining to your individual situation.
No Conflict of Interest
Integrity is the core value on which we deliver. Driven by our client's interest and do not earn any commissions.
Research Driven
Whatever we advise our client, is all backed up with extensive research and data. Rationale behind each advise is discussed and documented.
Experience and Expertise
Decades of financial expertise and a proven track record in navigating the markets, ensuring our clients receive the highest level of guidance and results.
Leadership Team
Meet the Founders
Co-Founder
Manoj Gupta
Manoj Co-heads Prudeno Wealth and spearheads Investment advisory, Product Research & Content development role for the firm. A creative at heart always looks forward to give behavioural & emotional bend to the financial planning spreadsheets. Prior to Co-founding Prudeno Wealth, Manoj worked with ICICI Prudential Mutual Fund & IndusInd Bank. The 20 years of experience into financial services helped him grew in different roles and at various locations.
His last corporate stint was with IndusInd Bank heading the Investment business for Maharashtra & Goa region. He is passionate about creating financial literacy and spread financial awareness across all sections of society. He is a Certified Financial Planner & holds an MBA from ICFAI Business School, Hyderabad.
Co-Founder
Vinit Iyer
Vinit Co-heads Prudeno Wealth and is responsible for driving & streamlining Financial Planning processes, Client engagement and marketing initiatives. Perfectionist at heart always looks forward for innovative ideas to improvise the client experiences. Prior to Co-founding Prudeno Wealth, Vinit’s 17 Years of rich experience comes from working with diversified organizations like HSBC, ICICI Bank, WNS & BNY Mellon.
His last work assignment was with BNY Mellon where he was working in Global Training Resourcing and Capacity Planning. His passion for teaching got him associated with some of the premiere Financial Training Institutes, Corporates and Colleges across India. He is a Certified Financial Planner and also holds a CFA Charter from CFA Institute, USA.