At Prescient, we go beyond transactions and focus on relationships.
With over a decade of experience, we know that each investor is unique. And through our personalised solutions, we are able to effectively tailor our investment strategies to their lifestyle, financial goals, and personal milestones.
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Together, we aspire to deliver meaningful growth, capital safety, and peace of mind.
With over a decade of experience, we know that each investor is unique. And through our personalised solutions, we are able to effectively tailor our investment strategies to their lifestyle, financial goals, and personal milestones.
​
Together, we aspire to deliver meaningful growth, capital safety, and peace of mind.
850 Cr+
AUM
20+
Years of Service
3
Awards
100+
Satisfied Clients
We offer a range of financial services..
...that are personalised to your needs, whether that’s for retirement & estate planning, wealth generation, emergency planning, tax optimisation, or milestone expenses. We build custom solutions for each of our clients, that are specifically tailored to their needs, and cut across various assets and investment opportunities.
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Talk to our expert team of consultants to learn which solutions may be best for you!
Retirement Planning
Realise your retirement requirements by leveraging effective investment strategies, according to your specific preferences and milestones, with our expertise.
Wealth Generation
Build wealth and improve your standard of living, while protecting yourself from emergencies, through a customised investment plan, that’s tailored to your risk appetite and financial goals.
Lifestyle Investments
Invest towards milestone expenses like education, marriage, or home ownership, with our personalised solutions, across asset classes and instruments, while optimising your tax liability.
Mutual Funds
Minimise the impact of taxes, and maximise the potential return on your investments, through effective, proactive and simple tax planning, for income tax and capital gains tax.
PMS/AIF
Access unbiased expertise and consulting, and benefit from our experience of over 2 decades in financial planning!
Fixed Deposits/NCDs/
Bonds
Access unbiased expertise and consulting, and benefit from our experience of over 2 decades in financial planning!
Advisory & Consulting
Access unbiased expertise and consulting, and benefit from our experience of over 2 decades in financial planning!
Why Choose Us
Our values make us who we are. It’s why 100+ investors trust us, with more than 850 crores of wealth!
Unbiased
We offer 100% unbiased advice, guaranteed.
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Growth Oriented
We deploy efficient and growth-oriented investment plans
Transparent
We provide transparent access to your investments, in real time
Customer-First
We focus on relationships, not transactions, and always prioritise customer needs
Awards
CNBC Financial Advisor Awards - Hall of Fame
(2019-2020)
Best Performing Individual Fiinancial Advisor - Women
(2016-2017)
Best performing individual financial advisor - Women
(2015-2016)
WHAT CUSTOMERS SAY
I have been associated with Prescient for over 15 years. Since inception, impeccable customer service has been at the core of all their all actions and dealings and the same remains true even today. Further, advice and recommendations have always been a perfect blend of personalised solutions, transparent reporting and flawless after-sales support. Prescient has emerged as an irreplaceable part of my life, as it has for my family and friends as well.
Mr. Kalpesh Ambani
VP, Reliance Industries