Welcome To Primevest Wealth Pvt Ltd.
We would like to introduce ourselves as the young and dynamic Financial Company, the Company is first of its kind of partnership in the industry, with the blend of experience in the form of seasoned professional from various General insurance, Life Insurance and Mutual Fund Companies who have worked in all seasons of industries environment from Public Sector to Private sector Companies.
We deals in all kind of Financial Products, Like
We deals in all kind of Financial Products, Like
- Govt. Securities
- Perpetual Bonds
- Mutual Funds
- Consortium Business Finance
- Non Life Insurance
- Portfolio Management Services
- Consultation for Niti Ayog related projects.
We are fully geared up to cater the volume and providing impeccable services to the Banks and their clients and over 355 Cr. INR Turn over have been under Bancassurance Channel. (FY2020-2021)
Our strength of business is drawn from the Bancassurance business and our core products have complete range of products to cater the services to the rural masses and the present premium procurement contribution of Rural Insurance to the total GWP of the company in the current fiscal is over 30%.
We have developed our own licensed Platform to work on IT based solutions as per the need to hours and bank / Financial institutions can be linked directly with Open Market and Generate Independent Services. This is very hassle-free process and One can operate from his/her Mobile or Computer. Absolutely Paperless Job.
Our company mainly promote Banking Sector to make Self Reliance in the field of Risk Management and Portfolio Management with current Technology and Market scenario.
We have 20 years of vast experience in Banking and Portfolio Management to understand the need of Investor.
Praveen Ambekar
Primevest Wealth PVT Ltd
CIN U65999MH2022PTC383046
Nagpur (Maharashtra), India
Our strength of business is drawn from the Bancassurance business and our core products have complete range of products to cater the services to the rural masses and the present premium procurement contribution of Rural Insurance to the total GWP of the company in the current fiscal is over 30%.
We have developed our own licensed Platform to work on IT based solutions as per the need to hours and bank / Financial institutions can be linked directly with Open Market and Generate Independent Services. This is very hassle-free process and One can operate from his/her Mobile or Computer. Absolutely Paperless Job.
Our company mainly promote Banking Sector to make Self Reliance in the field of Risk Management and Portfolio Management with current Technology and Market scenario.
We have 20 years of vast experience in Banking and Portfolio Management to understand the need of Investor.
Praveen Ambekar
Primevest Wealth PVT Ltd
CIN U65999MH2022PTC383046
Nagpur (Maharashtra), India
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Experience
Experience
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Satisfied
Clients
Clients
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Of AUM
Of AUM
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Of Awards
Our Philosophy
Right People To Partner
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Value Added Services
Value Edition
Experience
Our Team Members
Mr. Partner NameFOUNDER
We’ve all heard how crucial it is to set intentions, goals and targets. Powerful goals electrify us.
Team MemberRelationship Manager
We’ve all heard how crucial it is to set intentions, goals and targets. Powerful goals electrify us.
Team MemberRelationship Manager
We’ve all heard how crucial it is to set intentions, goals and targets. Powerful goals electrify us.
Team MemberRelationship Manager
We’ve all heard how crucial it is to set intentions, goals and targets. Powerful goals electrify us.
