Role of Prime Investment :
-> Identification of the right investment option and the right mix for you Maintaining & tracking of your portfolio and providing you with regular updates on the same. Updates on new investment options & opportunities available depending on their suitability.
A relationship for a lifetime.
Awards & Accolades
-> MDRT Qualifier with Max Life Insurance for FY 2011
-> CEO Council member for Max Life Insurance for FY 2012
-> Executive Council Member for Max Life Insurance for FY 2006 & FY 2012. MDRT Qualifier with SBI Life Insurance for FY 2009
-> Highest Premium Collector for Bajaj Allianz General Insurance for Valsad Location since 2004 onwards
-> Mobile app Facilities, for client to get all investment Details on the move.
-> Online transactions facilities thru customized link
-> Cheque pick up & facility for liquid transactions
-> Consolidated Valuation Report including MF, Ins – Life & General & FD on Mobile & Online
-> Authorize Digital Signature Service Provider
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