What We Offer

Purchase of any financial products without consulting a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

Plan
Get customized solutions across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execute
Implement your customized advice by buying all the recommended financial products on one single platform.
Manage
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.

About Us

Prime Finsolve Pvt Ltd, incorporated in 2022, started this journey in 2006 and has more than 550 satisfied clients and more than 100 Cr AUA. Our strong passion drives us to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team

We offer comprehensive financial distribution services. We use our knowledge of Insurance, Tax Laws, PMS (Portfolio Management service), and Mutual Funds to suggest investment execution options to clients based on their long-term and short-term needs.

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Products We Provide For You

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.

  • Equity Fund
  • ELSS Fund
  • Debt Fund
  • Small Cap Fund
  • Balanced Fund
  • Large Cap Fund

A capital market is a financial market in which long-term debt or equity-backed securities are bought and sold. Capital markets channel the wealth of savers to those who can put it to long-term productive use, such as companies or governments making long-term investments.

Capital markets are composed of primary and secondary markets. The most common capital markets are the stock market and the bond market.

  • Equities
  • Preference Share
  • Debt Instruments

Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year, and to repay the principal amount on maturity.

Fixed-income securities can be contrasted with equity securities – often referred to as stocks and shares – that create no obligation to pay dividends or any other form of income.

  • Corporate Bonds
  • Treasury Bonds
  • Certificate of Deposits

Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of below-expectations performance of one or a few of them.

  • Aggressive
  • Hybrid
  • Defensive

Real estate business is one of the most lucrative business in India and the second largest behind agriculture. The real estate sector can be divided into three main categories – commercial, residential and land with all sectors booming in India due to the growing middle class and foreign investment into India.

Real estate is the property, land, buildings, air rights above the land and underground rights below the land.

  • Residential
  • Industrial
  • Commercial

Insurance refers to a contractual arrangement in which one party, i.e. insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount, in exchange for an adequate consideration called as premium.

The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured.

  • Life Insurance
  • Health Insurance
  • Car Insurance
  • Disability Insurance

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We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Contact Us

Prime Finsolve
Office Address:
23/C/6, A K Banerjee Lane,
Taltalla, Near-Mukherjee Bagan Masjid,
Konnagar Hooghly-712235
West Bengal

Branch Address:
33 Chittaranjan Avenue,
1st floor, Room no-3,
Kolkata-700012.

M - 9339764304
balram.advisor@gmail.com

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