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Know Who And How We Are Different

Wealth and Worth aren’t synonymous. While wealth is measured in rupees, dollars, cents and possessions, we believe Worth is a measure of something much more: values, ideals, even work ethics. At IFPA, we celebrate that distinction and apply our intellectual resources and financial acumen toward helping manage, preserve and enhance worth in its many forms. From wealth structuring to investment management, we believe you’ll find that our global perspective, unique team approach, fiduciary platform and more than 16 years of experience in the field of financial planning , wealth management & advisory level.

IFPA, Intellectual Financial Planning & Advisory is well known financial advisory firm for its valuable services offered and in the distribution of financial products over a wide range of need-based and investment-returns oriented products. We are in these sector over a decade. Our organization provides 24x7(round the customer) services to our valuable clientele. We cater different kinds of financial planning like (Tax-planning, Children-education-marriage planning, Retirement & Estate planning) cash-flow planning etc. We have no boundary to serve our prestigious and valuable clients from Delhi & adjoining area’s , We have a number of clients in abroad also.

We are wide range of services include Investment Planning, Cash Flow Planning, Tax & Estate Planning. Our promoter is enriched expertise into the field of financial planning and tax planning and tax planning almost more than 18years of valuable experience. We are leading Certified Financial Planner in Delhi & NCR. Having pursuing Integrated degree’s in Law, Indian Law Institute-post graduate in banking and securities Law, as well as corporate management.

Mr. Prashant Mudgil

Mr. Prashant Mudgil

Managing Director

MBA, LLB, CFP

(Certified Financial Planner)

Mr. Prashant Mudgil is well known author & writer of many financial magazines’ – Journal (FPSB), in leading newspapers (The Economic Times, The Mint) & magazines (Cafe Mutual, PFRDA related) in the area of financial Planning & Investment Advisory.  Mr.Mudgil is well concrete knowledge of Individual financing, Especially -Doctor’s, Software Professional’s, Jain & Vaishya Communities, First Class Gazette Officers and Famous Celebrities.

He is perfect blend of practical and experience person with best knowledge of different Banking – Securities – Insurance – & Other Investments. He already qualified many NCFM’s exams of (Merchant Banking, Derivatives, Wealth Management, and Investment Portfolio etc. IRDA’s etc) He also qualified NISM – Research Analyst & AMFI’s Exam & lots of Banking sector Related Exams.

He has more than 650 crore’s (Aum) of Mutual Fund’s & more than 16 crore’s in life insurance & in Health Insurance Segment’s

 

Our Specializations

Financial Planning for Doctors

Doctor’s understand the patient’s problems, treat it and provide the right medication. But while taking decision of their own financial planning, do they visit a financial planner? Doctors also require right guidance of financial planner experts to secure there family and future.

 

Financial Planning for Jain and Vaishya Community

Jain and Vaish Community is one of highest dominant community in the Indian society. As they are specially different segments, so they need different approach’s and way, to whom they multiplying and generate more and more returns with best and systematic legal way.

Financial Planning for All Corporate Professionals

We call it as financial wellness of employee. When it is implemented correctly it benefits the employee in many cases like Personal Saving, Tax Saving, Retirement, Emergencies.

 

Financial Planning for First Class Gazette Officers

As these the segment of government employees , who reaches that position through constant hard work, dedication to their respective fields. That’s is why they need special attention ,who helps them to manage their hardcore money in more systematic way and rational manner.

 

What Our Happy Customers Say About Us

Sanjeev Jain

(Additional District Judge in Delhi-Court)

Prashant Mudgil is very highly professional person, who gives preferences his work, ahead of everything. Our experience with him and his firm is totally remarkable and superb. We wish him best of luck and blessings for his personal and professional life.

Roopak Jain

(Software Engineer in Tata Consultancy Services Limited)

Mr. Mudgil lasted with me and my uncle family almost last 20years . His experience is totally wonderful,exceptionally different from other’s professional. His relationship with their us and their customers is totally countless.

Danish Hilal

(Regional Head In India Mart Limited)

Mr. Prashant is linked with us almost one decade. Last 10years, we always found very positive and customer oriented approach from him and his firm Intellectual Financial Planning and Advisory. Good Luck Mr. Prashant! Take care and God bless you.

Pradeep Tripathi

(Regional Head In ICICI Group)

Actually no exacts words came to my mind, about his client-approach, dedication towards customer-centre approach.His positive attitude and 24X7 service towards customer and their needs made him and their firm ,made them extra-ordinary from ordinary.

Dr. Mukesh Bhardwaj

(MBBS,MD)

Intellectual Financial Planning and Advisory  and his owner regular timely service, good customer-relationship approach and professional aspects, special privilege attention to each segmented customer, made them different Investment Advisory Firm.

Dr. Tribhuvan Chadha

(MBBS,MD)

However, I experience with these firm Intellectual Financial Planning and Advisory almost last 7 years. Me and My wife Dr. Shabna is very pleased with his services and valuable approach.

Parveen Jain

( Well known Industrialist)

Prashant Mudgil handling my and my family portfolio almost 15 years. We are very pleased with his customer services and gratitudes. His special dedication towards our Jain’s and Vaishya community makes more closure to our heart and soul.

Dr. K. M. Manjainah

(Sr.Scientist and Dean In ICAR,Delhi)

Mr. Mudgil is  associate almost with me and  my family last 18 years. His rational attitude and good humble advice, makes remarkable statement in the heart of our family. He is now more than family members. We wish good luck to him and his firm for the future ventures of their personal and professional goals.

Piyush Jain

(Software Engineer in Price WaterCooper House)

No words for express his concern towards our different stages and Financial goals of the life. His well timely service and updating in the regular changes of Financial preview, makes him more likes for us. All the best Mr. Prashant.

Dr. Sanjay Rana

He and his Firm associated with us almost last 15years with us. His regular approach towards improverisation made him and his firm are awesome. His especially dedicated to our Doctor’s segment, made a landmark statement, that one’s we as a professionally rely on professional person. All the best Intellectual Financial Planning And Advisory.

Get In Touch

10 + 11 =

224 Vardhman city’s center, gulabi bagh, new Delhi

H.o.

1546 mg road, near sushant lok-1, gurgaon, haryana

branch address

588, sector 14, sonipat, haryana

Email: ifpa@ifpa.in