PrimeWealth
Company

PrimeWealth

Financial Services Wakad, Maharashtra, In 9 employees
Employees
9
Contacts
1
Emails
1

PrimeWealth Overview

Headquarters
Wakad, Maharashtra, In
Industry
Financial Services
Employees
9
Founded
2006
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About PrimeWealth

PrimeWealth is an independent Financial Planning Firm headquartered in Pune. We specialize in providing financial planning and asset management services to individual and institutional clients. Do you think the next 30 years will look like the previous 30 years? We certainly don’t. PrimeWealth was launched to provide a fresh, new perspective on the financial markets and develop forward looking solutions to ensure our clients can reach their goals. We are required to act in a fiduciary capacity - the highest standard of care. Put simply, our clients’ interests must be ahead of ours at all times. In addition, our fee structure is 100% transparent and we never accept compensation in the form of commissions. The only form of compensation we receive comes directly from our clients through a fee schedule that best suits their needs. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.

PrimeWealth Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

PrimeWealth Org Chart

Sample employees and titles
Name Title Contact
Sargam Gupta Founder’s Office@ Primewealth - Ex - Sbnri
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Yashodhan Tak, Cia I Help Tech Professionals to Create
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Alok Dubey, Cfp® I Help Nris Retire Early by Creating
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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