Financial Planner For
High Net Worth Individuals in India

Financial planner for high net worth individuals

As a high net worth individual, you have unique financial needs that require careful attention and planning. Whether you have amassed your wealth through business ventures, investments, or inheritance, managing your finances can be a daunting task. That’s where a financial planner for high net worth individuals comes in.

We specialize in providing comprehensive financial planning services to high net worth individuals. We understand that your financial situation is complex and multifaceted, and we work closely with you to develop personalized strategies that align with your goals and values.  

We take a holistic approach to financial planning, considering all aspects of your financial life, including tax planning, investment management, retirement planning, estate planning, and risk management.

We recognize that every high net worth individual is unique, and we tailor our services to meet your specific needs. Whether you require a one-time financial plan or ongoing wealth management, our team is dedicated to providing the highest level of service and expertise.

Contact Us For More Info

    Whether you require a one-time financial plan or ongoing wealth management, our team is dedicated to providing the highest level of service and expertise. We strive to build long-lasting relationships with our clients based on trust, transparency, and accountability. If you are a high net worth individual looking for expert financial guidance, our financial planning firm is here to help. Contact us today.

    Let The Numbers Speak

    PrimeWealth specializes in the business of managing individually tailored investment portfolios.
    Our firm provides continuous advice to a client regarding the investment of funds based on the individual needs of the client.

    0 %
    Clients Retained
    0 cr+
    Asset Managed
    0 yrs+
    0 +
    Families Educated

    Financial Services We Offer

    Investment Management

    We work with clients to develop an investment strategy that meets their unique financial goals, risk tolerance, and tax situation. Our investment management services include portfolio construction, asset allocation, and ongoing monitoring and rebalancing.

    Tax Planning

    For high net worth individuals, tax planning can be a critical component of their overall financial plan. We work with clients to develop tax-efficient investment strategies, evaluate the tax implications of various financial decisions, and coordinate with their tax and legal advisors as needed.

    Estate Planning

    High net worth individuals often have complex estate planning needs that require specialized expertise. We assist with the creation of wills, trusts, and other estate planning documents, and provide guidance on charitable giving, gifting strategies, and other wealth transfer techniques.

    Risk Management

    High net worth individuals may face unique risks related to their wealth, such as liability risks, business risks, or risks associated with owning multiple properties. We help clients identify and manage these risks through various risk management strategies, such as liability insurance, business insurance, and property and casualty insurance.


    Top Reasons Why Financially Planning Is Essential For High Net Worth Individuals

    As a high net worth individual, you have worked hard to build your wealth and it is important to protect and grow it. Here are some of the top reasons why financially planning is essential for high net worth individuals:

    1. Wealth preservation: Financial planning can help you create a comprehensive strategy to protect and preserve your wealth. This can include developing an estate plan, creating a tax-efficient investment strategy, and implementing risk management strategies to protect your assets.

    2. Goal achievement: High net worth individuals often have complex financial goals that require a tailored financial plan. Financial planning can help you achieve your goals by creating a customized investment plan that is aligned with your specific needs and objectives.

    3. Asset allocation: As a high net worth individual, you may have a diverse portfolio of assets including real estate, stocks, bonds, and alternative investments. Financial planning can help you effectively allocate your assets to minimize risk and maximize returns.

    4. Legacy planning: Financial planning can help you create a legacy plan that ensures your assets are distributed according to your wishes and that your beneficiaries are protected.

    Download our Sample Financial Plan

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

    We respect your privacy. We hate spam mails


    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

    What They Say About Us
    Nishant gawande
    Nishant GawandeManager, Nestle
    Read More
    "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"
    Sourabh kabra
    Sourabh KabraProduct Manager, Testbook
    Read More
    “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"
    Abhinav deshpande
    Abhinav DeshpandeJava Developer, Avaya
    Read More
    “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”
    Pratik rajurkar
    Pratik RajurkarConsultant to Govt. Of India
    Read More
    “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."
    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.

    Send An Enquiry
    Queries? Whatsapp Us!