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.
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Verified contacts
15
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
43
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- BP
Bhushan Patil
Partner · General Business & Management
EmailPhone - VB
Varad Bhandari
Lead Advisor · General Business & Management
EmailPhone - AD
Alok Dubey
Certified Financial Planner · Finance & Accounting
EmailPhone - SG
Sargam Gupta
Founder s Office · Other
EmailPhone - AS
Aniket Shinde
Financial Planner · Finance & Accounting
EmailPhone - DG
Diya Ghodasara
Financial Planner · Finance & Accounting
EmailPhone - JJ
Jagrati Jalonha
Financial Planner · Finance & Accounting
EmailPhone - YT
Yashodhan Tak
Senior Partner · General Business & Management
EmailPhone
Showing 8 of 15 verified contacts
Top roles at Primewealth
10 distinct titles indexed · top 10 shown.
- 3financial planner
- 1business development manager financial coach
- 1certified financial planner
- 1financial analyst
- 1founder s office
- 1intern
- 1lead advisor
- 1partner
- 1senior partner
- 1summer intern
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