Get customised retirement plan, linked with your future goals for a comfortable retired life
We all need an easy and comfortable life after retirement and all the years of work, now it’s time to get more money from the earned ones. PrimeIdea becomes the spotlight in your retirement. We work and guide our clients to make their retirement life enjoyable. The early you start the planning with us the earliest you can make your retired life easy.
Through financial planning and investment, we are a part of your entire journey, making you live your life even calmer after your retirement. PrimeIdea’s professional experts will guide you through all the options from state and additional state pensions to stakeholder pensions. We work and furnish your retirement cleaner So that your retired life can be happily spent with your family.
Our Process
Retirement Future Planning
We review your current retirement plans and give you proper advice related to them if necessary. We also suggest some good schemes for the future.
Children Education Cashflow Planning
Our schemes also assist you in planning your child's future and educational needs. Outside the scope of investment, we also help you manage your cash flow.
Initial Discussion
We monitor the monthly income, expenses, and assets of our clients. In addition, we look at their existing pension plan to let you know if your current pension plan is on point or not.
Review of Options
Having gathered all the necessary information, we conduct a thorough review and formulate various options for our clients to choose from.
Make Recommendation
While analyzing the client's current situation and future needs, we choose the best option for them. As soon as the plan gets approved, we put it into action.
Annual Review
We check for regular updates on the status of the selected plan. If there is any deviation in the plan, then we make the changes accordingly.
What We Do
We're Here To Protect You
Mutual Funds
We provide all kinds of mutual funds scheme-related solutions offered by the best Asset management companies.
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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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Saving & Investment Advisory
We assist you in managing your finances so that you may reach your savings and investment objectives.
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