Service offering

Financial Peace Comes From Having a Plan

We help Individuals achieve Financial Goals, Maximize Wealth & Never Worry about Money

Financial planning should take all aspects of your financial life into account. We provide fiduciary financial life planning to individuals and families in India and across the globe. Our numbers along with our dedication and honesty have never let us down. 

Life is a Celebration When Your Wealth is in Good Hands!

Quality Standards
Quality Standards
Unique about us

Why Choose PrimeWealth

Client’s Best Interest

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

Goal Based Approach

Financial freedom is achieved when we invest towards our goals and not by simply investing to maximize our return on investment.

Holistic Philosophy

Diversified invesments, insurance adequacy and optimizing loan and taxes. Everything under one roof.

value proposition

Value of a Trusted Advisor

Helping beyond just numbers and investments with Unbiased Advice
Living a Meaningful Financial Life
Consulting 100%
300
Families Served
200 cr+
Asset Managed
19 yrs+
Experience
client testimonial

What They Say About Us

95% of our existing clients have referred their friends and family to us. We understand that wealth management is not only a mathematical and logical challenge but it’s more about TRUST & TRANSPARENCY

All It Takes is One Click to Kickstart Your Financial Freedom Journey

Financial Plan

Download our Sample Financial Plan

One document that gives a Holistic View of you financial life.
Financial Sample Plan Image

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You have Questions,
We have Answers

Whether you’re seeking clarity about our products, services, or policies, you’re likely to find the information you need right here. Explore the questions and answers below to enhance your understanding of our offerings.

Why Should I Work With Certified Financial Planner?

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.

Do You Advice on Taxes or File Taxes Too?

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.

Who Holds My Money if I Invest With Primewealth?

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.

Who Can Become Your Client ? Is There a Minimum Investment That We Need to Make ?

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.

Estate <br>Planning

Estate
Planning

Estate
Planning

Navigate the intricacies of estate planning with expert guidance for a secure financial future.
Estate <br>Planning
Insurance<br> Planning

Insurance
Planning

Insurance
Planning

Safeguard your future with tailored insurance planning that suits your needs.
Insurance<br> Planning
Investment<br> Planning

Investment
Planning

Investment
Planning

Achieve your financial goals through strategic investment planning tailored to your aspirations.
Investment<br> Planning
Retirement<br> Planning

Retirement
Planning

Retirement
Planning

Secure a comfortable retirement with personalized retirement planning that aligns with your financial objectives.
Retirement<br> Planning
Podcast

Financial Knowledge Videos

Explore the videos below to enhance your understanding of our offerings.
Consultation

Book a Free Consultation With Our Experts

*Please ensure to select your local time zone while you book the meeting.
case study

Our Client'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.

Amey and Shreya

Amey and Shreya

“We need to start planning and investing"

Rohit and Pooja

Rohit and Pooja

“Need to ensure that we have enough"

Prabhu and Rukmini

Prabhu and Rukmini

“Can we maintain same lifestyle after retirement?"
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