Prime Wealth - Wealth Management Firm

NRI Financial Planner and Investment Advisor in the United States

Secure your future, optimize your investments, and plan strategically with our expert advisory services tailored specifically for NRIs.

Let us guide you towards financial stability and wealth growth while you focus on building your dreams.
Will You Take Care of My Taxes in India?

Yes, we will handle all your tax needs in India related to your money matters. We’ll make sure to consider international tax agreements to manage your taxes properly.

Can I Return to India and Retire Comfortably?

We specialise in helping people from other countries plan their return to India for a comfortable retirement. Retiring doesn’t mean you have to stop working. We can help you use your money to make steady income without much effort and also find ways to keep you actively involved in business to stay busy.

Why Should I Convert Money and Invest in India?

Deciding to bring money to India and invest here needs a careful look at the big economic picture. We also make it easy for people living outside India to invest in Indian markets in their own currency.

Why Do I Need to Work With an Advisor?

Having a lot of wealth means you have a lot to take care of. Having a trusted expert with you helps you make the best choices with your money and also make sure that the wealth you build is taken care of after you are no longer around.

Investment Opportunities: United States Vs Other Countries

Investment opportunities for Non-Resident Indians (NRIs) differ across various countries, presenting unique advantages and considerations. When comparing the United States with other countries for NRIs seeking investment prospects, factors such as economic stability, market diversity, regulatory frameworks, and growth potential come into play.

Robust Economy: The U.S. boasts a resilient and diverse economy with well-established sectors like technology, finance, healthcare, and real estate. Its stable economic foundation attracts global investors, including NRIs, seeking reliable investment avenues.

Market Stability: The U.S. stock market, represented by major indices like the S&P 500 and NASDAQ, is known for its stability and potential for long-term growth. It provides NRIs with opportunities to invest in well-established companies across various industries.

Innovation Hub: Being a global innovation center, the U.S. fosters entrepreneurship and technological advancements. NRIs can invest in start-ups, venture capital firms, or innovative tech companies at the forefront of technological breakthroughs.

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Diverse Investment Options: The country offers diverse investment options, including real estate, stocks, mutual funds, government bonds, and exchange-traded funds (ETFs). This diversity allows NRIs to create a balanced and diversified investment portfolio aligned with their risk tolerance and financial goals.

Tax Benefits: The U.S. tax system provides various benefits and incentives for investors, including tax-advantaged retirement accounts (like 401(k)s and IRAs), tax credits, deductions, and preferential tax rates on certain investment gains.

Each investment option carries its risks and rewards. NRIs should conduct thorough research, consider their investment objectives and risk tolerance, and seek guidance from financial advisors specializing in cross-border investments to make informed decisions in the U.S. market.

Podcast

NRI Financial Knowledge Videos

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

As an NRI, managing wealth across borders demands a nuanced approach, blending global perspectives with an in-depth understanding of the Canadian financial landscape. Our dedicated team of seasoned professionals possesses a wealth of experience in guiding NRIs through the intricacies of financial planning, offering personalized strategies tailored to your specific goals and circumstances.

Our mission is to provide astute guidance and strategic solutions that go beyond geographical boundaries. With a profound understanding of the challenges faced by NRIs, particularly in navigating diverse tax regulations, investment opportunities, and estate planning, we are committed to simplifying the complex and empowering you to make informed decisions.

Let the numbers speak

With Great Numbers Comes Great Trust and Responsibilities

98 %
Clients Retained
120 cr+
Asset Managed
15 yrs+
Experience
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shape

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.

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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
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PrimeWealth - Wealth Management Firm
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