Build a great portfolio that has the best mutual funds with no duplications.
PrimeIdea works very easily, we make you the best portfolio that has the finest mutual funds. We also make sure that all the combined funds give you a portfolio that has no duplications. Our in-depth research and regular access to portfolios ensure that our clients get the best possible return.
We guide you and select the unique portfolios according to the current investments and make sure to inline and strengthen with the economic growth.To build and maintain a successful portfolio, you don't need to be a savvy investor. All you need are a few strong, reliable funds of various types. Which are revised by PrimeIdea and offer true results.
Our Process
Client Profiling
We take a thorough look at our client's profile before deciding upon a plan.
Risk Discovery
Risk calculation is a critical component, which is why we first learn about the client's risk tolerance.
Old Asset Allocation
We evaluate the performance of the building portfolio of your allocated assets.
Future Cash Flow
We also help you create an accurate future cash flow to assist you in determining your future cash flow position.
Recommendation
Offering suggestions to our clients on where they should put their money and make the most of their wealth.
Review & Audit
We check on your investments regularly to see if they're on track to fulfill your financial objectives or not. Performing this assessment frequently can help to keep your money safe.
What We Do
We're Here To Protect You
Capital Market -Direct Equity & ETFS
We help to invest capital market products of direct equity stocks, IPOs and Exchange Traded Funds (ETFs).
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Retirement Planning
PrimeIdea Management creates a retirement strategy that's tailored just for you.
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Saving & Investment Advisory
We assist you in managing your finances so that you may reach your savings and investment objectives.
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