About Us

Welcome To Prime Finsolve Pvt Ltd

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.

We are Certified Mutual Funds Distributors recognized by the AMFI (Association of Mutual Funds in India) and Insurance Advisors recognized by the IRDAI (Insurance Regulatory and Development Authority of India) and PMS (NISM XXI-A) You will enjoy single-window access to a wide range of financial products, adequate to help meet your diverse financial objectives.

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

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Our Philosophy

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Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Value Added Services

Rich Product Basket

Client Centric Approach

Our Team Members

Management:
	Mr. Balram Jha (Founder & Director)
	Mr. Balram Jha, QPFP^®, CFP^CM, has 20-plus years of experience in the Mutual fund and other financial products distribution space. A Qualified Personal Finance Professional, who holds a Bachelor of Commerce degree from Kolkata University. He also holds licenses from AMFI mutual fund distribution and IRDA Insurance Agency.

	Mr. Abhiram Jha (Co-founder & Director)
	Mr. Abhiram Jha, A Science Graduate from Kolkata University. He has huge experience (more than 20 years) in selling banking products and mutual funds distribution. He holds licenses from AMFI.

	Mr. Jairam Jha (Tax Consultant)
	Mr. Jairam Jha, a Bachelor of Commerce Degree holder from Kolkata University, has huge experience in managing clients’ Direct and Indirect taxes, GST and Income Tax Return filing, etc.