About Us

At Prudent Asset India Private Limited (iPrudent), we have been on a mission to transform financial dreams into reality since 2006. With over 19 years of experience (as of 2025), we are humbled to be recognized as the second-leading mutual fund distributor in Navi Mumbai, managing Ultra HNIs and HNIs clients, we specialize in crafting bespoke financial strategies that empower individuals and families to achieve enduring wealth.

Our expert team is committed to understanding your unique goals and risk profile, providing tailored solutions that maximize growth potential and enhance financial security. We harness cutting-edge technology to redefine the investment experience, allowing clients to easily track their portfolios through our intuitive app.

At iPrudent, our promise is to deliver exceptional service and robust investment strategies that pave the way for a prosperous future, allowing you to focus on what truly matters your life and aspirations. Let us be your guiding force on the journey to financial excellence.

Why choose us

+19 years of Expertise

Client’s trust, Our Expertise

Dedicated RM

The RM assess your Wealth Creation Goals

Transparency & Trust

Clear communication and 100% compliance

Personalized Investment Solution

Investment solution as per your need

Exceptional Customer Support

With Zero Service Fee

Regular update & Instant Reporting

24 x 7 Portfolio, All Clients get an online access of there portfolio

Our Team

Mr. Sunil Gupta

Founder and CEO

Mr. Sunil Gupta

Founder and CEO

Mr. Sunil Gupta is the Founder, Managing Director, and CEO of Prudent Asset India Pvt Ltd, which he has successfully led for 19 years. With over two decades of expertise in finance, asset management, and entrepreneurship, he has established himself as a distinguished business leader. In addition, he owns Seven Wonders Holidays India Pvt Ltd and has previously served as Assistant Vice President at Phillips Capital.

Mr. Gupta's commitment to continuous learning is evident in his ongoing Executive MBA at NUS Business School (Singapore), where he deepens his knowledge of management, entrepreneurship, and team building. He has also completed a Comprehensive Program in Capital Markets from KL University, studied Business Management at Rizvi Institute of Management Studies & Research, and earned a Bachelor of Science with First Grade honors from Govt. Degree College, Kathua. Furthermore, he holds a Mutual Fund Distributor Certification from the National Institute of Securities Markets (NISM). Beyond his professional achievements, Mr. Gupta is dedicated to philanthropy and serves as a Trustee at the MKSS Charitable Foundation Trust.

Mrs. Anshu Gupta

Director – Operation & Human Resources

Mrs. Anshu Gupta

Director – Operation & Human Resources

Mrs. Anshu Gupta is the Director of Prudent Asset India Pvt. Ltd., a leading company dedicated to providing exceptional asset management services. With a strong vision for business growth and financial excellence, Mrs. Gupta plays a pivotal role in shaping the company’s strategic direction and ensuring its continued success in the industry.

She holds an MBA from Jammu, which has equipped her with a solid foundation in business management, leadership, and financial strategies. Mrs. Gupta’s expertise and dedication have been instrumental in building long-lasting client relationships and driving operational efficiency within the organization. Her leadership ensures that Prudent Asset India Pvt. Ltd. stays at the forefront of innovation, offering trusted solutions to its clients.

Mr. Rajnish Mehan

Executive Director and Chief Investment Strategist

Mr. Rajnish Mehan

Executive Director and Chief Investment Strategist

Rajnish brings over 23 years of experience in equity markets. A seasoned business leader, entrepreneur, and investor, he has held key positions such as Founder & CIO of Mehan Investments and Head of Equity Advisory Retail at Motilal Oswal. His expertise in market strategy, wealth creation, and investor education has helped individuals and businesses navigate financial growth with confidence.

With executive education from IIM Ahmedabad, ISB, and NUS, along with an MBA in Finance and Marketing from MET, Rajnish combines deep market insights with innovation. His expertise in AI, fintech, and financial strategies enables him to drive growth, mentor investors, and capitalize on emerging opportunities in an evolving market landscape.

Mr. Bhavin Shah

Senior Vice President - Sales

Mr. Bhavin Shah

Senior Vice President - Sales

Mr. Bhavin Shah has been an integral part of our organization for 15 years, showcasing unwavering dedication and expertise. Starting his journey with us as a Senior Wealth Manager, he has steadily advanced to his current role as Senior Vice President - Sales.

With a strong academic foundation in commerce and certification from AMFI, Mr. Shah brings extensive knowledge in wealth management and client relations. Additionally, he has valuable experience in the leisure and holiday business, reflecting his versatility and leadership across diverse industries. His long-standing commitment and multifaceted expertise continue to drive growth and success within our organization.

Ms. Navodita Kesharwani

Vice President – Sales & Marketing

Ms. Navodita Kesharwani

Vice President – Sales & Marketing

Ms.Kesharwani, is a dynamic professional with nearly seven years of experience in financial services. Starting with an internship at ICICI Prudential Mutual Fund, she has steadily risen through the ranks at Prudent Asset, excelling in client handling, relationship management, and leadership roles.

A postgraduate from the ITM Group of Institutions, Ms. Kesharwani specializes in Portfolio Management, Investment Advisory, and Team Management. As a Certified Mutual Fund Adviser accredited by AMFI, she plays a key role in driving innovation and growth in the mutual fund industry.

Mr. Puneet Gupta

Tech & Innovation Advisor

Mr. Puneet Gupta

Tech & Innovation Advisor

Mr. Puneet Gupta is a seasoned leader with over 16 years of experience in business management, product development, and global operations. Holding an MBA from London Business School and a Master's in Marine Science and Technology from Applied Research International, New Delhi, he is also a Certified Mutual Fund Adviser accredited by AMFI. Currently, Mr. Gupta serves as the Global Head of Content and Insight Sharing at Amazon Ads, where he oversees global product strategies and leads the development of insights to enhance advertising solutions. In the initial phase of his career, while serving as a Captain in the Navy, Mr. Gupta collaborated with Prudent Asset on strategic initiatives, demonstrating his ability to deliver value across diverse domains.

For the past two years, he has been advising our organization as a Tech & Innovation Advisor. In this capacity, he leverages his extensive expertise to drive technological advancements and foster innovative strategies. With his diverse background and strategic leadership, Mr. Gupta continues to make a significant impact across industries.

Mr. Ritik Sahu

Associate VP - Wealth & Tech

Mr. Ritik Sahu

Associate VP - Wealth & Tech

Mr. Sahu holds an MBA in Finance & IT from Indore and is a Certified Mutual Fund Adviser accredited by AMFI. With over four years of experience in client and partner relations, he began his journey as a Wealth Manager, building a strong foundation in financial services.

His expertise in investment strategies, client management, and financial advisory has helped him foster long-term partnerships. Combining his knowledge of finance and technology, Ritik is committed to delivering innovative solutions and driving seamless financial growth for clients and stakeholders.

Ms. Shruti Namdev

Operation & Social Media Manager

Ms. Shruti Namdev

Operation & Social Media Manager

Ms. Shruti holds an MBA in Finance and brings expertise in content writing, focusing on finance and investment topics. She has a keen ability to simplify complex financial concepts, making them accessible to a wider audience through insightful and engaging content.

In addition to content creation, she also handles social media and operations, contributing to the organization's digital presence and workflow management. Her adaptability and commitment to delivering quality content and smooth operations make her a valuable part of the team.

Why choose us

+19 years of Expertise

Dedicated RM

Transparency & Trust

Personalized Investment Solution

Exceptional Customer Support

Regular update & Instant Reporting

Our Team

Mr. Sunil Gupta

Mrs. Anshu Gupta

Mr. Rajnish Mehan

Mr. Bhavin Shah

Ms. Navodita Kesharwani

Mr. Puneet Gupta

Mr. Ritik Sahu

Ms. Shruti Namdev

Awards & Certificates

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