At PrimeWealth, we believe every client deserves a personalized path to financial success.
Our process is designed to offer clear, expert guidance at every step. From understanding your unique financial goals to offering tailored advice and transparent services, we’re committed to helping you achieve financial security.
Watch our video to learn more about how we work, the value we provide, and how we earn as your trusted financial advisors.
For over two decades, PrimeWealth has been a trusted wealth management partner for 450+ families across India and beyond. From our Pune and Mumbai offices, we manage ₹350+ crores in assets while maintaining personal connections with every client.
Our philosophy is simple: money is a tool, not a destination. We blend technical expertise with emotional intelligence, offering more than just financial advice.
The PrimeWealth Difference:
Our team specializes in Financial Planning, Investment Advisory, Insurance Solutions, Tax Strategy, and Client Relationship Management.
At PrimeWealth, we follow a structured three-phase approach to help you achieve your financial goals:
1. Discovery Phase:
We start with a virtual Financial Discovery Meet to understand your financial needs, share relevant success stories, and ensure we’re the right fit.
2. Planning Phase:
Using CFP® standards, we gather your financial data, create a customized plan, refine strategies with your input, and implement solutions.
3. Client Service Phase:
We offer ongoing support with quarterly investment reviews, annual insurance assessments, tax planning, goal monitoring, and estate planning reviews.
In this insightful discussion, we explore the three core ways our advisory team adds value to your financial journey:
- Life Guide & Mentor – We help balance emotional and logical approaches to money, ensuring it serves your life goals rather than controlling them.
- Information Filter – In today’s overwhelming digital age, we cut through the noise to identify what truly matters for your financial well-being.
- Wealth Guardian – Our team handles the technical complexities – from investment research and tax planning to insurance and estate management – letting you focus on what matters most to you.
Our mission is simple: Guide you to your best financial life, filter out distractions, and protect your wealth every step of the way.
We love to work with clients who
- Realise that some things are critical enough to be left to an expert
- Are Coachable and would want to learn and work as a team
- Understand that quality comes at a price
Just as you’d consult a specialist for serious health concerns, complex wealth management demands professional expertise to prevent costly mistakes that could erase years of wealth accumulation.