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
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
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.
What they say about us
95% of our existing clients have referred 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
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.
Mutual Fund Advisor (17+yrs Experience)
Certified Financial Planner (CFP)
Chartered Wealth Manager (CWM)
Qualified Personal Finance Professional (QPFP)
Let the numbers speak
With great numbers comes great trust and responsibilities
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