Wealth Management

Expert services in trading, stocks, and mutual funds management.

A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
Investment Strategies

Tailored plans for your financial growth and security.

Portfolio Management Services

Investors who wish to own a portfolio of direct stocks but also may want to entrust the responsibility of performance to a portfolio manager for a fee, PMS is the product of their choice. Regulated by SEBI, minimum investment to open and maintain a PMS account from Rs. 1 lacs. PMS products have a wider regulatory framework as compared to MFs and hence can offer unique investment solutions.

If you are looking for a portfolio manager who has 1. Integrity 2. Competence 3. Experience and 4. Ability to provide diverse investment solutions to complement your portfolio, Wealth Managers is the answer.

Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
A tablet displaying a detailed digital financial trading interface with various graphs, charts, and numerical data. The screen shows candlestick charts with green and red indicators, illustrating market trends and stock prices.
A tablet displaying a detailed digital financial trading interface with various graphs, charts, and numerical data. The screen shows candlestick charts with green and red indicators, illustrating market trends and stock prices.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
Trading Solutions

Comprehensive trading services for stocks and demat accounts.

We offer three distinctly different portfolio options viz.

  1. Focused Leadership Portfolio – Our flagship product, for those who wish to own a Concentrated portfolio of Current and Emerging leaders with proven track record

  2. Optimiser Strategy – A unique rule-based portfolio of Equity shares selected based on Momentum factor for those who wish to have style diversification in their portfolio.

  3. Select Direct Portfolio – A discretionary portfolio of Direct Plans of Mutual Funds curated with a fundamentally driven process honed over many market cycles for those who wish to measure advisors alpha and then pay a fee.

Prime Wealth Management transformed my investment strategy, providing exceptional guidance in stocks and mutual funds.

A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
A hand holding a smartphone displaying a financial trading app interface with details of a sell order for MSFT Nasdaq, including current bid, ask prices, quantity, and order type. The background is a wooden surface with a visible grain pattern.
A hand holding a smartphone displaying a financial trading app interface with details of a sell order for MSFT Nasdaq, including current bid, ask prices, quantity, and order type. The background is a wooden surface with a visible grain pattern.

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Services

Investment strategies for a secure financial future.

Support

Contact

primewealths06@gmail.com

+919802040801

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