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We simplify investing for you and walk with you to achieve your financial goals.

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At Prescient, we go beyond transactions and focus on relationships.

We hold your hand every step of the way.

With experience of over two decades, we know that each investor is unique. We help investors define their financial goals, understand their risk profile and provide information and guidance to help them select the most appropriate investment products. 

Our unwavering focus on the interests of our clients has enabled us to forge long lasting relationships with them.

 

Together, we aspire to deliver meaningful growth, capital safety, and peace of mind.

1000 Cr+

AUM

24+

Years of Service

3

Awards

500+

Satisfied Clients

We offer a range of financial services..

…that are personalised to your needs, whether for retirement, milestone expenses, tax optimization or pure wealth generation. We help clients arrive at solutions, from across asset classes and investment opportunities, matching their needs and risk profile.
 

Talk to us to find out the right investment mix for you.  
 

Mutual Funds

Professional fund management, portfolio diversification, liquidity and tax efficiency at a low cost.

PMS/AIF

Investment service where a professional manager manages investments of clients on their
behalf. Fund management with higher initial investment, higher potential return, active management but cost more than mutual funds.

Fixed Deposits/NCDs/Bonds

Regular income for various tenures

Life Insurance

Security to your family

Sovereign Gold Bonds

Sovereign Gold Bonds are a popular investment option for those to diversify their portfolio. These bonds are issued by the Reserve Bank of India and are denominated in grams of gold. 

Loan Against Mutual Fund Units

A loan against mutual funds is a type of loan where you can borrow money by pledging fund units as collateral. It can be a good option if you need funds urgently and don't want to sell your mutual fund units.

Services

The Prescient Advantage

Expertise and Experience

Integrity

Personalised
Service

Customer First Approach

Transparency

Unbiased
Guidance

Awards

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CNBC Financial Advisor Awards - Hall of Fame

(2019-2020)

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Best Performing Individual Fiinancial Advisor - Women

(2016-2017)

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Best Performing Individual Financial Advisor - Women

(2015-2016)

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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.
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Mr. Kalpesh Ambani

VP, Reliance Industries

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