We’re passionate about serving Individual & Families. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs.
We give more than just investment advice. Financial planning should take all aspects of your financial life into account – from budgeting, to cash flow, to savings, to debt management, to estate planning, to risk management, to tax planning. Investing is just one piece of the puzzle.
You deserve financial advice that’s precise, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions.
We are legally obligated to put your best interest ahead of our own – and believe that’s how all financial planning should be.
S.N Dubey
, Founder & Senior Partner
Association of Mutual Funds in India (AMFI)
He started his career in Financial Planning in the year 2004 when people weren’t even much aware of stock market and equity as an asset class for investments. Those were the days when financial investments used to mean insurance policies and providents funds. It was since then he began spreading awareness about the financial literacy and wealth creation for future goals.
Alok Dubey
, Senior Partner
Certified Financial Planner (CFP) (10+ yrs Experience)
Financial Planning Standards Board, India(FPSB india)
Alok is passionate about working with NRIs and their families to create financial plans that take complex money-issues and simplify them. He has been learning about Investments and Equities since the age of 12 at his father’s firm. Alok’s biggest goal is to help his clients free up their time so that they can focus on what matters in life, all while growing their wealth and meeting their goals.
During Weekends, he loves to spend time with his family and looking out for new food joints in and around Pune.
Yashodhan Tak
, Senior Partner
Financial Planner & Advisor (FPA) (5+ yrs Experience)
Association of International Wealth Management in India(AIWMI)
Yashodhan has a very optimistic approach towards life. He is fueled by his passion for setting up people free from financial burdens. He constantly strives to upgrade his knowledge to help his clients and achieve their goals comfortably. His aim is to help IT professionals to create a viable and truly personalized financial strategy.
He is a hardcore sports enthusiast and loves exploring and hiking particularly on weekends.
Bhushan Patil
, Junior Partner
Qualified Personal Finance Professional (QPFP) (4+ yrs Experience)
Passionate About Personal Finance
Since a very young age, Bhushan has been keen on how people behave with their money and make decisions around it. He loves to be the person who helps clients understand their current situations and whether they will be in a position to achieve their financial goals. He is pursuing his CFP certification.
Varad Bhandari
, Junior Partner
MBA (Banking & Finance) (3+ yrs Experience)
Varad Bhandari is a dedicated Wealth Planner at PrimeWealth who loves helping people manage their money better. He is passionate about personal finance, he enjoys figuring out the best ways for his clients to save, invest, and grow their wealth. Varad believes in making complicated financial ideas simple and easy to understand, so his clients can feel confident about their financial future.
When he’s not working, Varad enjoys diving into a good book or watching movies.
Vrushali Nandedkar
, Client Service Manager
Vrushali brings 17 years of financial services experience to her role as Service Manager at PrimeWealth. Armed with a People Management Diploma, she has been an integral part of our team for over five years. As the go-to person for both clients and staff, Vrushali’s energetic approach and expertise keep our office environment buzzing with productive conversations.
Beyond her professional life, Vrushali values work-life balance. She loves spending quality time with her family and exploring the city whenever possible.
Vanita Rathod
, Client Service Manager
Vanita has been working in the Financial Planning sector for 17 years and has immense knowledge on the subject. She has worked alongside numerous customers of all age groups and helped them solve and plan their financial goals in life. She is a very soft spoken individual and gives a very comfortable vibe.
She likes to spend her holidays at home watching movies and TV series with family and is a knitting enthusiast.
Amit More
, Client Service Manager
Amit has played a pivotal role in delivering service to our client. He has developed comprehensive understanding of operation for ensuring seamless functioning of transactions. He specializes in conducting thorough KYC verification process to ensure robust compliance.
When not occupied with work, he likes to play cricket. He’s also a movie buff and never misses a chance to watch blockbuster with his near and dear ones.
Through our pro bono program, hundreds of unprivileged individuals and families can have access to the highest standard financial advice, the same high level provided to each one of our paying clients. This individual could your building security guard, your house maid, your office helper guy etc.
Prime Wealth hosts pro bono financial planning day once a month. During your 45-minute phone session, we will help them clarify the steps they can take now to achieve your most important life goals.
- How to track your spending and create a budget
- How to save for the future
- How much cash to keep in an emergency fund
- How to align your investments with your goals
- Types of insurance you need (or don’t)
- Renting versus buying a home
- Preparing for an elderly parent’s care
- Planning for a child’s education
- How to pay off credit card and other debt
- Overall financial wellness