Risk and Insurance Planning

Prime Wealth Planners

As an independent insurance agency, we seek to offer our clients the most protection for the least amount of cost while protecting them from critical financial risks. We offer traditional as well as non traditional policies which covers risk and saving part to provide financial freedom to our clients. We do not charge separate (or additional fees) for these products.

Since we get paid directly from the underlying insurance carriers, we do not charge any fees or commissions to our clients for any insurance product recommendations. Insurance planning is critical component of financial plan which evaluates risk involved and coverage required.

    You have Questions,
    We have Answers

    Whether you’re seeking clarity about our products, services, or policies, you’re likely to find the information you need right here. Explore the questions and answers below to enhance your understanding of our offerings.

    Why Should I Work With Certified Financial Planner?

    First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.

    Do You Advice on Taxes or File Taxes Too?

    Yes , We help you reduce tax burden, plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.

    Who Holds My Money if I Invest With Primewealth?

    We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.

    Who Can Become Your Client ? Is There a Minimum Investment That We Need to Make ?

    We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000 (both spouses combined) can opt for our services.


    A series of guaranteed payments at equal intervals


    A lump-sum payment to beneficiaries upon the insured's death

    Long Term Care

    Covers the cost of medical care for chronic medical condition, a disability or a disorder

    Long Term Disability

    Protects an employee from loss of income due to illness, injury, or accident