Prudent Equity

Prudent Equity (SEBI reg. no. INH100000361) is an independent research and advisory firm based out of Gurgaon, India. Primarily, aiming its research at small and medium companies, Prudent research majorly focuses on long-term investments. The firm is headed by Siddharth Oberoi, who is a SEBI registered analyst himself.

Prudent Equity Reviews

The research firm, basically, focuses on providing investment and stock advice, portfolio structuring and research services for retail investors as well as institutional clients.

The advisory maintains to provide a limited number of recommendations but aims at providing quality research to its clients. As per the claims of Prudent Equity, they look to provide high returns to their clients through a limited number of investments.

Prudent Equity Services

Being very niche research and advisory firm, Prudent Equity provides its services across:

• Stock Queries
• Stock Recommendations
• Value Picks
• Long-term picks
• Micro-caps
• Portfolio restructuring

This is how a part of the sample report from the research firm looks like:

If you become a client of the research firm, the picks will be provided to you through email, SMS and also through the user dashboard where you can log in and keep a close eye on the stock recommendations.

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Prudent Equity Pricing

As far as pricing is concerned, there are only two subscription plans available with the advisory firm. These plans depend on the commitment period you have set up yourself for.

 

Thus, users looking for a commitment for at least 1 year can opt for the services of this research firm. Users can make payment through online mechanisms, demand draft, cheque. Furthermore, the firm has a provision for its international users to pay for services such as Paypal.

As soon as the payment is made, the users get access to the following services:

• Stock Recommendations
• IPO reviews
• Min. 8 Stock Recommendations per year
• Company Reports

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Prudent Equity Complaints

Although the business model of Prudent Equity avails limited research recommendations to its clients i.e. around 8 stock recommendations a year, there have been a few cases where, as per the investor’s claims, recommendations have failed miserably.

To add on top of that, there has been one consistent feedback seen among the users, the executives of Prudent Equity tend to move to an aggressive mode if the clients start complaining about losses made.

Having said that, there has not been any instance reported against the advisory about any fraud.

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Prudent Equity Disadvantages

Here are some of the concerns related to this stock market advisory from Gurgaon:

• No advisory services for intraday traders or short-term investors looking for relatively quicker returns
• Limited plans overall without any segregation of trading/investing segments
• No free trial available

Prudent Equity Advantages

At the same time, you can avail the following benefits while using the services of Prudent Equity:

• The research firm has seen one of the lowest registered complaints.
• Customer support available through direct lines, mobile phones, email, the web form.
• Experienced research team

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