Faq

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.

Primedin offers a range of wealth management services, including financial planning, investment management, estate planning, tax planning, and risk management. Our team of experienced professionals work closely with our clients to understand their unique financial needs and objectives, and develop personalized strategies to help them achieve their goals.

Primedin is an ideal wealth management partner because of their team of expert advisors with vast industry experience to give you the right advice, comprehensive reporting mechanisms &  monitoring systems, and. By partnering with Primedin, clients can be confident in the security and reliability of their finances.

Primedin works with individuals, families, and businesses seeking financial planning support and guidance.

At Primedin, we offer both one-time transaction sourcing and ongoing management services, depending on our clients' requirements. For clients who require a one-time transaction, such as a stock trade or a specific investment product, we can offer our advisory services as a one-time engagement. For clients who require ongoing management, we provide comprehensive wealth management services that include portfolio construction, investment monitoring, and regular review meetings with our expert advisors.

Yes, NRIs can invest through Primedin, however investment eligibility for NRI clients is subject to certain conditions that depend on their domicile and the nature of repatriability. While NRI clients are eligible to invest, meeting these specific conditions may be necessary.

Primedin does not charge any advisory fee to its clients. Instead, the company earns a share of the fee from the product manufacturers for all products.

We do not have a minimum requirement for initiating a relationship, but we do anticipate that each client will increase their assets under management through our services.

We conduct periodic reviews of our clients' accounts and investments to ensure they are on track to achieve their goals. We communicate with clients regularly to keep them updated on their portfolio performance, any changes, and to answer questions. We also regularly rebalance investment portfolios to align with our clients' goals and risk tolerance. Our commitment to open communication helps clients make informed financial decisions.