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
Prime Investment Offers :
Mutual Fund: Continuous study of financial market & analyse the prevailing
trends in the market, we select the fund to cater your requirement with Risk-
Return Matrix with keeping horizon in mind to achieve your goal.
Insurance: The importance of adequate coverage of investor’s life and non life
utilities need not to explained. We, be the right choice for all your life and general
insurance coverage in regards to your need base insurance requirement.
Fixed Income: For clientele seeking regular income products and consider Fixed
Deposit as the safest means of investment, we offers different companies FDs &
NCDs as an inevitable part of financial planning products.
Financial Planning: Anything which can be defined in financial term, we are there
to assist you in exhaustive planning for each of life stage to ensure when ever you
need of money, its there to meet your requirement.