The Group

Our Story

Started in 2000, today Prudent is one of India's fastest growing financial services Group. We commenced operations at the turn of millennium, with mutual fund distribution. We sensed the potential and under penetration of mutual funds, which laid the foundation of Prudent Group. Since then we have expanded to offer financial services and products such as Mutual Funds, Insurance, Equities, Bonds, PMS-AIF, Fixed Income Products, Properties and Loan Products.

We deliver comprehensive and bespoke financial services to Individuals, Corporate, HNIs and UHNIs matching their investment aspirations and risk appetite through our team of 980+ highly skilled professionals & 17400+ well trained & qualified channel partners. Over a period of time, our market dominance has earned us not only trust and confidence but many accolades. We are present across India through our 105 branches over 20 states with our strong digital presence.

The journey, we believe has just begun…..

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A flagship company of the Prudent Group

Our Wholly Owned Subsidiaries

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Prudent Broking Services Pvt. Ltd.
is a Stock Broking and Depository Participant service provider. The company is a member of BSE, NSE, MSEI & CDSL. The Company provides cutting edge Stock, Derivatives, Commodity and Currency trading through a wide spectrum of products on both App & Web platforms.

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Gennext Insurance Brokers Pvt. Ltd.
is an IRDA registered Insurance Broker. The company provides both Life and Non-life Insurance solutions offline as well as online through state of the art portal www.policyworld.com. One can select, compare, buy, renew & manage their policies online from anywhere through the portal & mobile application.

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PruTech FInancial Services Pvt. Ltd
is a SEBI Registered Investment Adviser (RIA) offering customized Financial Planning services to clients so that they can achieve their financial goals in a planned and systematic manner.

Leadership Team

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Sanjay Shah

Founder & Managing Director

A Chartered Accountant by qualification, Mr. Sanjay Shah is the Founder of the Prudent Group and Managing Director of Prudent Corporate Advisory Services Ltd. He previously worked with various Industries before laying foundation of Prudent in 2000.

He has spearheaded various initiatives of the group and established various verticals over the past two decades. Under his leadership Prudent has emerged as leading integrated financial services group in India. He visualized the growth of Mutual fund and Financial Services sector through the power of technology at an early stage of his entrepreneurship journey.

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Shirish Patel

Chief Executive Officer

Associated with the group since 2005, Mr. Shirish Patel is currently the Chief Executive Officer of Prudent Corporate Advisory Services Ltd. He holds an MBA & CFP degree and has held various positions at ICICI Bank & Citi Bank. As the CEO, his role entails the overall strategic direction, network building and operational responsibilities of the group. The group’s success in creating large Channel Partner & Branch Network across India is credited to his relentless efforts.

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Chirag Shah

Director

He is associated with the group since 2004 and is on the Board of the company as a Director. As a chartered Accountant and Fellow with Indian Insurance Institute, he brings over 17 years of experience in the Insurance and financial sector. He is responsible for Compliance, HR & Admin functions of the entire group. Additionally, as a director with Gennext Insurance Brokers Pvt. Ltd., he is responsible for managing and developing the Insurance Business.

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Dhiraj Poddar

Nominee Director- TA Associates

Mr. Dhiraj Poddar heads the Indian operations of TA Associates Advisory Pvt. Ltd., focusing on investments in companies in India and other emerging markets. He has more than 15 years of experience in the private equity industry and joined as a Nominee Director with Prudent Corporate in 2018.

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Karan Datta

Independent Director

An Industry veteran, Mr. Karan Datta has spent close to 25 years in the financial services & asset management. He has worked with Goldman Sachs, Franklin Templeton, Axis Mutual, Aditya Birla Financial Services & Tata Finance. He joined Prudent Corporate in October 2020 as an Independent Director.

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Deepak Sood

Independent Director

An industry veteran, Mr. Deepak Sood brings with him over three decades of rich experience in the insurance industry. Having previously worked as CEO of Avantha Ergo and Future Generali India Insurance, he has also served in leadership roles at Bajaj Allianz, Zurich Financial Services and United India Insurance and has joined Prudent Corporate in October 2020 as an Independent Director.

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Shilpi Thapar

Independent Director

CS Shilpi Thapar is a qualified Practising Company Secretary, Law graduate & Insolvency Professional. She has an experience of 18 years, having expertise in Corporate Laws, IPR’s, Corporate Governance issues, Legal drafting, Corporate Restructuring, Directors  & C-suite Training. Ms.Shilpi Thapar  joined Prudent Corporate in June 2021 as an Independent Director.

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Aniket Talati

Independent Director

CA Aniket Talati is a Central Council Member of The Institute of Chartered Accountants of India. He is respected as an author, prolific speaker and for his strong organizational skills as Partner in one of the leading firms of India, Talati & Talati LLP. He also serves as an advisor to the board of the International Federation of Accounts. He joined Prudent Corporate in June 2021 as an Independent Director.

Vision & Mission

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Our Vision

To be the most preferred Group in
Financial Services catering to masses with the help of technology

Our Mission

To build a strong organization
based on our core values of

  • Client First
  • Focused Approach
  • Fairness
  • Dignity & Respect for each stakeholder
  • Teamwork
  • Integrity & Honesty
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What Industry Leaders have to say

"I have seen incredible journey of prudent from one office in 2001 to 100+ offices today. Their contribution to the industry is immense in last 20 years by adding so many retail investors"

Sundeep Sikka Executive Director & CEO
Nippon India Mutual Fund

"We are proud of our association with Prudent over 2 decades. We are happy that the mutual growth has been very steady and the association experience is very enriching"

A Balasubramanian Managing Director
Aditya Birla Sunlife Mutual Fund

"Product Distribution, Technology and complete domain knowledge that prudent got can create great business in next decade for you, us and your distribution partners"

Nimesh Shah Managing Director & CEO
ICICI Prudential Mutual Fund

"Prudent saw a dream of taking mutual fund distribution to the every corner of India long before mutual fund gained popularity. Today they have been successful in their vision. I wish Sanjaybhai and Shirishbhai a great journey ahead"

Nilesh Shah Managing Director
Kotak Mahindra Asset Management Company