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Financial peace comes from having a plan

We help Individuals achieve Financial Goals & Maximize Wealth

We take care of your Investments, Insurances, Taxes & Estate Plan

Financial planning should take all aspects of your financial life into account. We Provide Fiduciary Financial Planning to Individuals and Families in Pune - Maharashtra and Nationwide

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Client’s Best Interest

Your financial life is our priority. Your needs, interests and requirements define our advice and your financial decisions.

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Goal Based Approach

Financial Freedom is achieved when we Invest towards our Goals and Not by simply Investing to Maximize our return on Investment

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Holistic Philosophy

Diversified Invesments, Insurance Adequacy and Optimizing Loan and Taxes. Everything under One Roof.

You have Questions

we have Answers .

First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.

Yes , We help you reduce tax burden., plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.

We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.

We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000( both spouses combined ) can opt for our services.

You have Questions, we have Answers.

We believe in making things simple to understand and being completely transparent at the same time.

Financial planning is the practice of putting together a plan for your future. It involves looking at a client’s entire financial picture and advising them on how to achieve their short-term and long-term financial goals. From crafting a plan for child’s education to planning for retirement it includes every aspect of life which enable people to make the most of their lives.

First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.

We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.

Properly managing your investments and making the right financial decisions takes time, skill, and effort. It’s not a one-time thing, either. Finding time to research financial questions, evaluate your options, and execute a decision takes time. Are you willing to put your precious time to do all this research and still be under-confident about your financial decisions? Instead, you can go on a vacation, learn a musical instrument and spend quality time with loved ones by hiring an advisor who will buy all your headaches keeping you at comfort. In simple words there are lots of videos on internet about weight loss still we hire a dietician, I think this answers all.

We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000( both spouses combined ) can opt for our services.

Yes , We help you reduce tax burden., plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.

You have Questions, we have Answers.

We believe in making things simple to understand and being completely transparent at the same time.

Financial planning is the practice of putting together a plan for your future. It involves looking at a client’s entire financial picture and advising them on how to achieve their short-term and long-term financial goals. From crafting a plan for child’s education to planning for retirement it includes every aspect of life which enable people to make the most of their lives

Properly managing your investments and making the right financial decisions takes time, skill, and effort. It’s not a one-time thing, either. Finding time to research financial questions, evaluate your options, and execute a decision takes time. Are you willing to put your precious time to do all this research and still be under-confident about your financial decisions? Instead, you can go on a vacation, learn a musical instrument and spend quality time with loved ones by hiring an advisor who will buy all your headaches keeping you at comfort. In simple words there are lots of videos on internet about weight loss still we hire a dietician, I think this answers all.

We serve people from private service background.We specialize in service IT professionals and their families as we have in depth clarity about their life stages and financial cycles Anyone with an annual household income of more than Rs. 10,00,000( both spouses combined ) can opt for our services.

We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.

Yes , We help you reduce tax burden., plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently

First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.

What they say about us

95% of our existing clients have refered their friends and family to us. Our numbers along with our dedication and honesty have never let us down. We understand that wealth management is not only a mathematical and logical challenge but it’s more about TRUST & TRANSPARENCY

"Me and My family have been their clients since my first paycheck. Couldn't trust anyone else more with my finances. Highly recommend their services for anyone looking for a trusted financial advisor"
Client Testimonial PrimeWealth
Nishant Gawande
Manager, Nestle
“Investment with them has been a wonderful experience. I approached them at a time when I was confused about my savings and investments and wanted a structure plan which also helps me in my tax saving"
Client Testimonial PrimeWealth
Sourabh Kabra
Product Manager, Testbook
“They have helped me chalk out a clear plan sticking to my financial goals and have been responsive to all my queries with utmost patience and professionalism. Thanks Alok and Yashodhan for your honest services”
Client Testimonial PrimeWealth
Abhinav Deshpande
Java Developer, Avaya
Before PrimeWealth I was very confused about planning my finances and had no idea about Mutual funds and Insurance. But now team PrimeWealth handles everything for me and I can sleep in peace.
Client Testimonial PrimeWealth
Pratik Rajurkar
Consultant to Govt. Of India

Meet Our Team

At PrimeWealth, we work as a team, all working together to deliver massive value to clients. Thanks to the wonders of technology, no matter who you talk with on our team, we are all collaborating towards your success.

Shambhoonath-Dubey

S.N Dubey

Mutual Fund Advisor (17+yrs Experience)

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Alok dubey

Certified Financial Planner (CFP)

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Yashodhan Tak

Chartered Wealth Manager (CWM)

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Bhushan Patil

Qualified Personal Finance Professional (QPFP)

Let the numbers speak

With great numbers comes great trust and responsibilities

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Download our Sample Financial Plan

One document that gives a Holistic View of you financial life.

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Our Customer’s Success Stories

Our financial planning and investment management success stories will provide you with an in-depth example of working with a CFP Professional

Client Success Stories

" We need to start planning and investing"

Amey and Shreya

Client Success Stories

“Will need to ensure that we have enough?.”

Rohit and Pooja

Client Success Stories

"Can we maintain lifestyle after Retirement?."

Prabhu and Rukmini