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PRIVATE WEALTH MANAGEMENT > PORTFOLIO MANAGEMENT

Prime Wealth Management offers personalized financial planning and risk management investment products. Our investment approach is risk based and across asset classes that range from capital markets, debt instruments, real estate to private equity opportunities.Financial goals are established with the clients and our investment team approaches each client with the appropriate product based on their risk profile.

Our mission is to offer Portfolio Management Services to help accumulate, grow and manage the wealth of high net worth individuals, professionals and businesses.
Portfolio Schemes
 
Prime Nuggets

 Mid Cap & Small Cap allocation of around 65%

 Large Cap allocation of 35%

 Bottom-Up stock picking

 Minimum Lock-In period of 2 years.

 Sector Agnostic with high Beta

 Risk-Based allocation

Prime Ballast

 Mid Cap & Small Cap allocation of around 35%

 Large Cap allocation of 65%

 Top-Down Macro Investment approach with Bottom-up stock picking

 Minimum Lock-In period of 1 years.

 Sector Based allocation

 Risk Based allocation with Portfolio Beta ranging from 0.9 - 1.1

 

 

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