Our Passion
Prime Wealth Planners
Education For Investors
We are passionate about investor awareness & education. We have built Prime Wealth on the foundation of wisdom. Our slogan is “ Wealth & Wise ” which means that we provide education and wisdom before building successful financial plans for our clients. Financial peace comes from having a plan. Investor education continues through our ongoing events and workshops designed for our clients based on their needs. we are best financial advisor in india
01
investor awareness program
A comprehensive personal finance lecture series for those in the early stages of work life. Our mission is to empowe attendees to prepare for a well thought financial life and develop a plan for their unique life situation and goals.
02
employee financial wellness workshop
These are interactive workshops that we offer at offices and workplaces for all employees. The focus is on different topics that we wish all the employees of those offices must know to be able to live a financially peaceful life
03
simplifying retirement seminar
Prime Wealth presents a series of educational workshops that are relevant to our clients needs who are in their stages of pre-retirement.
Continuing Education
Our passion, and the foundation of every decision we make with clients, all comes back to first having a plan, then building wealth. Because of this, we offer different classes and seminars to equip our clients with the answers they need.
KC Live
The release of the book “Simplify Your Retirement” prompted much community interest as many are looking for simple steps to prepare for retirement, while still getting the professional guidance along the way.
