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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