Prime Investment Solutions
Your trusted partner in mastering mutual fund investments. We specialize in managing and enhancing mutual fund portfolios, ensuring your financial growth is our top priority.
Unlocking Financial Success with Prime Investments
Tailor your investment strategy to your personal aspirations. Ensure each investment step helps you achieve specific life goals.
Ensure peace of mind and financial independence when it's time to step back and relax, with smart mutual fund investments designed to grow a robust retirement fund.
Establish an emergency fund to protect against life's unforeseen events and ensure financial stability when it matters most.
Grow your wealth while skilfully reducing your tax burden by embracing our comprehensive tax planning and filing solution.
Our Personalized Approach to Portfolio Management
Step 1: Get on a Call
Free 30 minutes session to understand your goals and current invesments
Step 2: Tailored Investment Plan
Get an investment plan that's completely tailored to your personal and financial goals.
Step 3: Investment Assistance
Invest in well-researched and top-performing funds through us to get above market returns*.
Step 4: Monitor and Reassess
Continuous monitoring of funds and returns to ensure you always achieve your goals.
Why Choose Us
Building on modern foundations
Gain a competitive advantage by incorporating industry leading practicesPerformance Tracking
Monitor your portfolio on the go with our app and get monthly reports on your investment performance
Strategic Asset Allocation
Tilt investments in equity/debt by taking tactical calls based on markets and economic environment.
Professional Management of Money
We are a team of CA, CFA, and MBA with deep expertise in financial planning and mutual fund investments.
Tax Planning
Save upto Rs. 1 lac in tax per year while booking profits at appropriate levels.
Frequently Asked Questions
Why Goal-based investing?
Goal-based investing means investing with a clear purpose, like saving for a house or retirement. It helps you pick the right risk for each goal and keeps you focused, so you don't spend the money on other things. This approach makes it easier to see how you're doing towards meeting your goals.
Why focus on mutual funds and not individual stocks?
Mutual funds are a simple choice for investing as they combine your money with others and are managed by experts. This spreads out your risk over various stocks or bonds, reducing the chance of big losses. Also, you can start with a small amount of money, making it accessible for more people.
Why focus on equity based mutual funds?
Equity based mutual funds beat inflation by 6-8% whereas FDs or Debt mutual funds beat inflation by just 2%.
What's the minimum amount needed to invest?
Investment amount completely depends on you. You can start SIPs from as small as Rs.500 per month. However, for specific goals you will need a larger sum depending on your goal.
What our users say?
" Honestly, managing my investments was quite a task. With the busy schedule, I did not have time to research for mutual funds and invest. So I went to Surabhi (Prime Investment Solutions) to manage my portfolio. She has a quick turnaround time. I wouldn't have been able to do it myself. "
Tanvi Mishrikotkar
Marketing Manager (Age - 28)
" I am retired and have a family of two to support. Surabhi has invested my corpus in such a way that I get a fixed monthly sum that covers my expenses and my corpus has grown. All because Surabhi helped my systematically invest in mutual funds. "
Sunil Joharapurkar
Business Owner (Age - 60)
" I am a family man and run a small business. I went to Prime Investments because I wanted to plan for my children's education. Surabhi gave me a monthly investment plan specific to this goal. Now i dont have to worry about my children's future. "
Ashutosh Ruiwale
Business Owner (Age - 55)
Reach out to us
Have questions? Feel free to contact us using the form below. We're here to help!
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Email us
surabhij31@gmail.com
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Call us
+91 9960813945