Who We Are
Discover Your Financial Path with Primedin
Our Offering
Innovative investment options, expert advice, and personalized attention for optimal wealth growth.
Prime Partners
Having us means that we will be your prime partners throughout your financial journey, using all experience and expertise to help your wealth grow
Our Commitment
Partnering with you to secure your financial future through personalized strategies, expert advice, and steadfast support.
What Defines Us
Blue & Gold
stability, while the gold embodies
prosperity and success with premium
wealth management services.
Wealth Continuum
growth, stability, and prosperity in
wealth management, which is also at
the heart of our philosophy.
Prime Partners
commitment to be your trusted and
reliable partners in wealth
management throughout your
financial journey.
Your Wealth Partner
always put your financial goals
first, as your dedicated partner in
wealth growth and financial
stability.
Our Core Brand
Philosophy
With personalized wealth management strategies and expert financial guidance, we work closely with each client to understand their unique financial situation and develop a customized plan to achieve their financial goals. Whether you’re seeking to build wealth, protect your assets, or plan for retirement, our team of financial experts is here to help you every step of the way. Join us on the journey to financial prosperity today!
Our Values at Primedin
Guided by the principles of Trust, Integrity, and Transparency
Trust
At Primedin, trust is our foundation and key to building lasting relationships with our clients. We strive to earn and maintain their trust through consistent and reliable service
delivery.
Integrity
Our commitment to integrity is unwavering. We uphold ethical standards in all our dealings with clients and stakeholders. We believe that honesty and ethical behavior are the cornerstones of a successful business.
Transparency
Transparency is key to building trust. We are committed to full disclosure and open communication. We keep our clients informed and educated about their investments and financial decisions.
Amit Bhayana – Wealth Wizard
Founder & Director
Amit’s got 20+ years in finance, with a Master’s in Management & International Studies. He’s a seasoned pro in wealth management and excels in relationship building, problem solving and communication. He’s worked with big names in insurance and investment, and has a proven track record of driving growth and success.
Meet the Dream Team:
Charting your course
to wealth
At Primedin, we believe in empowering our clients to make informed financial decisions. Our team of experienced professionals work closely with each individual to understand their unique financial situation and provide customized solutions to help them achieve their financial aspirations. We are dedicated to providing transparent, reliable and personalized wealth management services to make your financial journey a success.
Aditya Mukhija – Auditing Sherlock
Partner
Aditya has 12 years of experience in audit and consulting, with a background in economics and political science. He’s involved in financial markets and has a multi-disciplinary approach to analyzing how things work in the real world.
Anshu Kacker – Loan Lifer
Partner
Anshu’s a 21-year veteran of banking and is an expert in driving sales and marketing across retail loans and assets, and has a proven track record of managing complex functions and achieving exceptional results.
Abhishek Goel – Valuation Virtuoso
Partner
Abhishek has over 10 years of experience advising leading investors on their investments in Asia Pacific. He’s got a law degree and is a Registered Valuer, Fellow Chartered Accountant, and Company Secretary. He’s advised on IPOs and AIFs, and has undertaken valuations of complex financial instruments for an IPO-bound company, SWFs, and more
Jyotika Bahl – Partnerships Pro
Director
Jyotika has a distinguished track record in business scaling and partnership management. As a strategic leader, she has driven revenue growth and expanded market presence for numerous companies through creating opportunities and managing high-impact partnerships. Her expertise in identifying business opportunities and maintaining long-term relationships with partners and clients ensures mutual growth and success.
Aditi Pawar – Estate Extraordinaire
Estate & Succession Advisor
Aditi is a practicing advocate with over a decade of experience in Estate and Succession, Trusts, Business and Commercial Laws, and more. She’s got a law degree and is a Counsel Bombay High Court.
Rohit Verma – Operations Ace
Operations Manager
With nearly a decade of experience in financial operations, Rohit knows how to get the job done. He’s handled transactions, maintained financial records, and has a knack for handling client and distributor queries with ease. He’s also well-versed in mutual funds and has built strong relationships.
Advisory Committee
guidance and exert high-level oversight, aiding in defining the company’s strategy for financial
services and supporting our financial expert team.
Ruchika Bhagat
Strategic Sage
Ruchika Bhagat is a trailblazer in the world of business advisory, tax compliance, and risk management.
Ruchika Bhagat
Strategic Sage
Ruchika Bhagat is a trailblazer in the world of business advisory, tax compliance, and risk management. Ruchika is a veteran advisor with more than 22 years of experience in successfully establishing foreign companies in India. As a passionate advocate for business growth and sustainability, she brings a wealth of knowledge to our advisory committee, having worked extensively with both Indian and foreign companies. Her expertise and insights make her a valuable asset to our advisory team.
Nitin Mittal & Co.
Game Changers
Nitin Mittal & Co. is a chartered accountancy firm with a reputation for providing innovative solutions
Nitin Mittal & Co.
Game Changers
Founded in 2001, Nitin Mittal & Co. is a chartered accountancy firm with a reputation for providing innovative solutions across industries including finance, IT, consultancy, manufacturing, and more. With state-of-the-art infrastructure and a commitment to clients, NMC is dedicated to adding strength to the growth of Corporate India.
Abhishek Goel
A Mastermind of Investments
Abishek is a jack of all trades, an extremely versatile professional who holds the keys to unlocking the success of any investment.
Abhishek Goel
A Mastermind of Investments
Abhishek is a jack of all trades, an extremely versatile professional who holds the keys to unlocking the success of any investment. He's worked with big names like EY, Deloitte & BDO, and has a track record of successful engagements, including valuing complex convertible instruments and advising on investments worth over $200 million. Get ready to be wowed by Abhishek's magic touch in finance.
Amit Bhayana
The Brain Behind All
With over 20 years of experience in the financial industry, Amit is a seasoned pro
Amit Bhayana
The Brain Behind All
Meet Amit Bhayana again, the founder and wealth expert at Primedin! With over 20 years of experience in the financial industry, Amit is a seasoned pro in the world of insurance, wealth, and investment management. With a proven track record of driving growth and turnarounds, Amit is a valuable asset to Primedin and its clients.
Our Methodology
At the heart of our work is a commitment to understanding our clients. We know that everyone’s financial situation is unique, and so we take the time to truly grasp their goals and comfort levels with risk. Our team of experts works tirelessly to scour the markets for opportunities and identify the best investment strategies to meet our clients’ needs.
We use breakthrough technology to create personalized portfolios that are optimized for performance, while keeping our clients’ financial goals front and center. And we’re not just crunching numbers behind the scenes – we love getting to know our clients, hearing their stories, and working together to achieve their dreams.
What We Offer At
Primedin
At Primedin, we understand that everyone has different financial goals and needs. That’s why we offer personalized investment solutions to meet the specific requirements of each client.
Our team of experienced professionals continuously scrutinizes market trends, various financial instruments in the market and analyses to guarantee the optimal composition of your investment portfolio, balancing growth and stability.
Capital Protection
Our objective is to preserve your assets and optimize wealth creation by utilizing advanced risk management strategies to mitigate downside risk.
Asset Allocation
Optimize your portfolio with our data-driven asset allocation methods. We make sure that your investments align with your financial goals and risk tolerance.
Risk Profiling
Get a clear understanding of your risk tolerance with our comprehensive risk profiling process. We make investment decisions that fit your unique profile.
Monitoring
Keep track of your investments with our advanced monitoring system. Our team of experts provides regular updates and insights to ensure that your investments are on track.
Frequently Asked Questions
There are several occasions when it is beneficial to seek the advice of a wealth manager. Here are some examples:
- Investment Planning: If you are new to investing or have a large sum of money to invest, a wealth manager can help you design an investment portfolio that aligns with your financial goals, risk tolerance, and time horizon.
- Tax Planning: Tax laws are complex and constantly changing. A wealth manager can help you navigate the tax system, identify tax-saving opportunities, and develop a tax-efficient investment strategy.
- Retirement Planning: Planning for retirement involves making critical decisions about Social Security, pension plans, savings, and investments. A wealth manager can help you create a retirement plan that meets your income needs and ensures long-term financial security.
- Estate Planning: If you have a substantial estate, a wealth manager can help you develop an estate plan that minimizes taxes, ensures your assets are distributed according to your wishes, and protects your loved ones.
- Wealth managers are professionals with specialized knowledge and experience in financial planning, investment management, tax planning, and other financial disciplines and can create a customized financial plan as per client’s requirements.
- Wealth Managers offer numerous benefits to clients, including expertise, tailored advice, accountability, time-saving, and peace of mind.
- Failing to set clear financial goals and create a comprehensive financial plan is a common mistake in wealth management.
- Making hasty investment decisions based on emotions rather than logic and research is another mistake.
- Overlooking the importance of diversification and over-reliance on a single investment or asset class is a common mistake.
- Lack of periodic review and adjustment of investments and portfolios can result in underperformance or overexposure to risks.
- Not understanding the impact of taxes and fees can significantly reduce investment returns.
Primedin helps clients avoid these common pitfalls to better manage their wealth and achieve their financial goals.
