Certified Financial Planners

Wealth Prime

Personalized Investment Planning for Entrepreneurs. Mindful Charitable Investing for Temple Trusts. Men and Women view investments differently. Investment Habits of Long Lasting Businesses.

A Boutique Wealth Advisory Firm, we at Wealth Prime provide investment management, investment services and wealth management that help individuals and families succeed in markets. With an extensive experience of 15 years in managing wealth, we have improved the wealth health of individuals and families through our expertise and technology. Our swooping number of managing assets of over 250 crores is a proof of that. We are here to meet the needs and wants of our clients. We have made customer interests first in everything we do. With our unwavering commitment to earning clients trust and nurturing long lasting relationships via an in-depth understanding of customer needs has helped us serve them competently by providing the appropriate financial products and services.
PNG

Why Wealth Prime

A professional working for passion, not targets!
Unbiased advice across all fianncial products.
Advice that works only from the clients perspective.
Tech savvy - Best software and research used.
Family office solutions - From Investments to succession planning - solutions to all your financial needs.
How we help
Mindful Charitable Investing for Temple Trusts. Men and Women view investments differently. Investment Habits of Long Lasting Businesses. Personalized Investment Planning for Entrepreneurs.

Mutual Funds

Mutual Funds

Mutual funds are ideal for investors who do not like to put all their eggs in one basket that is it helps in diversification. And we make sure that along with diversification, you can make best use of the investments for your long term and...

Alternate Investments

Alternate Investments

The only rule of ruling the investment chart – diversification. And diversifying not through simple equities, bond or mutual funds – it’s bit more diversified and exclusive. How do we achieve this...

Private Equity

Private Equity

Quite similar to a mutual fund, a private equity fund is a pooled investment vehicle where the adviser pools together the money invested in the fund by all the investors and uses that money to make investments on behalf of the fund........

Structured Pdts

Structured Pdts

A combination of two or more financial instruments, this category consists of a single structure. It is a single and indivisible package consisting in the combination of an interest rate-linked product plus one or more financial....

Company Deposits

Company Deposits

Company Fixed Deposit (corporate FD) is a term deposit which is held over fixed period at fixed rates of interest. Company Fixed Deposits are offered by Financial and Non-Banking financial companies (NBFCs)....

Life Insurance

Life Insurance

Buying life insurance is one of the most important financial decisions, more important than any other forms of investments. Well, regardless of how much you earn, and how much we plan, no one knows about the uncertainties the....

Offshore Funds

Offshore Funds

Offshore funds are designed to allow investment in a fund without being exposed to the burdens of onshore tax or regulation. If one is looking forward to invest in offshore funds, one can look forward to its significant benefits...

What we do

Personalized Investment Planning for Entrepreneurs. Mindful Charitable Investing for Temple Trusts. Men and Women view investments differently. Investment Habits of Long Lasting Businesses. Why do charities invest? Benefits of Charitable Investing. Investment Strategies for family offices. Financial Mentoring for Closely Held Businesses.
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