Primo Financial Consultants is in the sphere of Wealth Management providing personalised Investment Services to Corporate, High Net worth Individuals (HNI’s), Retail, Trust and societies. We have cumulative experience of more than 27 years in the financial services industry.
As an independent investment advisory firm, our objective is to provide unbiased advice and services to the investor with a wide range of financial products, which includes – Equity, Mutual Funds, Capital Gain Bonds (Taxable & Tax free) Insurance (Life & General), and Company Fixed Deposits.
We have been advising investors on construction and management of their portfolios for many years, gaining a wealth of experience to put at your disposal. Our Wealth Management Solutions help the investor to focus on their long-term needs and develop strategies to build a portfolio that’s appropriate for their individual requirements.
Portfolio evaluation are provided on a regular basis, accompanied by a detailed report summarizing past investment performance, general market developments and the outlook of the period ahead, keeping you informed and updated all the way through.
At the heart of our service is the personal touch. We firmly believe that no two clients are the same and they don’t deserve to be treated that way. Our solutions are tailored to your specific requirements to ensure that you get what you need, not simply what is convenient to provide.
We will meet you on a regular basis to discuss market developments and to determine our investment policy and update about current market scenario.
We would like to meet with you in person to present our credentials. We will be in touch with your office shortly to know your convenient time to take it forward.
We deeply value our relationship with you and look forward to growing it further.
“We will find solutions for your personal giant growth and your financial fortunes”