Wealth Management

We understand that everyone’s financial landscape is unique. We at Prime aim to provide the best financial & long term hitherto successful solutions to our customers to ensure meeting their long term / short term horizon. With Wealth Management & Investment Advisory being the forte of our immensely talented workforce, this vertical aims to poise and change the traditional investment landscape across the country.

Our qualified, experienced professionals are advising corporate treasuries, family offices and ultra HNI clients across product lines. Our team of certified professionals strengthens the complete advisory ecosystem. Our Investment Committee decisions come with a 360-degree analysis from all perspectives, as it comprises of all front face interactions and back-end customized research-oriented information. This gives a real picture of theoretical as well as the real world.

Our range of products include :

  • Fund based products – Mutual Funds / AIF’s / Insurance funds / PMS / VCF’s
  • Direct Equity into listed, unlisted, start-ups, SME’s
  • Debt Instruments – Bonds, CP, NCD’s, CD’s, Tax-free bonds, MLD’s
  • Offshore Investments in equity, debt, businesses or real estate
  • Preference Shares, CRPS
  • Real Estate – Commercial, Residential, Landbanks, Retail

Market Intelligence is our trump card, and we make sure the client knows vital details before, during and after the investment, of their particular range of investments, irrespective of our involvement in the transaction, to ensure our client’s well being.

Portfolios are monitored and discussed regularly with our respective investors on an extremely regular basis, as decided by the client. Our advisory process includes :

Client Profiling

Our in-house process of risk assessment along with liquidity analysis & understanding in detail the current investments made, with intricate analysis of each investment helps us to come up with better financial solutions on the table. Our independent risk review form for both companies and individuals help us gauge better results.

Product Analysis

Analysing products best suited as per the risk profile to inculcate a habit of smart investing through customized research & pitch fresh or better opportunities exclusively available with us, to provide smart returns through a tax efficient mechanism. This also helps in the realignment of client funds or savings with an objective of meeting the stated goals.

Product Advisory

After undue analysis and research post product selection through our in-house products team, we build up model portfolios for our clients to streamline and decide in a holistic manner, then only a product-specific mechanism. Individual products are streamlined through our advisory process and form an integral part of our unbiased recommendations. Our advisory takes place post undue research and analysis of the products, constant interaction with the top management, and strong support by our holding company & the board which give their independent house view to our recommendations.

Execution

Post selection & detailed discussion on our products our Operations team stands through the entire juncture of execution, to make sure the client is served end to end. The client served with world-class financial products, may need unstinted support in terms of execution, and we provide in-house support to all our clients for each and every requirement that arises pertaining to it.

Portfolio Rebalancing

With Advisory in all foray, we rebalance the portfolio as per sector, industry, country, asset or liquidity changes at any given point in time. With tailor-made customized solutions and a 360-degree analysis of the entire investment landscape of our clients & the environment invested in, we make sure our clients are served with no hassles in place.

Strong Platform

To ensure that our clients are up to date with the financial landscape of their investments & have solutions available to them digitally, we back our advisory with a cloud-based software to provide detailed analysis of their investments, the yield/returns, the holdings, & their appetite to invest more along with the undue risk analysis to ensure portfolio rebalancing.

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