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 1300+ highly skilled professionals & 30,000+ well trained & qualified Prudent 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 135 Branches over 21 States with our strong digital presence.
The journey, we believe has just begun…..
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.
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.
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.
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.
Mr. Chirag Shah has been associated with the Prudent Group since 2004 and serves as a Director of the company. He is a Chartered Accountant and Fellow of the Indian Insurance Institute, having over 20 years of extensive experience in the insurance and financial field.
In his capacity as a Non-Executive Director, he plays a pivotal role in ensuring robust corporate governance and strategically positioning the company for sustained success. Furthermore, as a Director at Gennext Insurance Brokers Private Limited, he shall be responsible for overseeing the day-to-day management and developing the insurance business.
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.
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.
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.
To be the most preferred Group in
Financial Services catering to masses with the help of technology
To build a strong organization
based on our core values of
"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"
"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"
"Product Distribution, Technology and complete domain knowledge that prudent got can create great business in next decade for you, us and your distribution partners"
"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"