About PrimeWealth
PrimeWealth is a company based in Pune (India) founded in 2006. It operates as a B2C and Consulting. PrimeWealth offers products and services including Financial Planning, Investments, Insurances, Taxes, and Estate Planning. PrimeWealth operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Pune, India
- Employees 1
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website primewealth.co.in
- Social LinkedIn Facebook YouTube
- Legal Name Primew Financial Services Pvt. Ltd.
- Date of Incorporation 07 Sep, 2022
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹1.55 Cr
FY 2024 · +650% YoY
- Net Profit₹0.04 Cr
FY 2024 · 2% margin
- EBITDA₹0.04 Cr
FY 2024 · 3% margin
- Employee Count1
Associated legal entities of PrimeWealth
PrimeWealth operates through Primew Financial Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Primew Financial Services Private Limited CIN U74120PN2022PTC214529 | Active | 07 Sep 2022 | Pune, Maharashtra | ₹1.6 Cr | – | 2 | View details |
Products & Services of PrimeWealth
PrimeWealth offers a comprehensive portfolio of products and services, including Financial Planning, Investments, Insurances, Taxes, and Estate Planning.
Service for achieving financial goals through personalized strategies
Guidance on diversified investments to maximize returns
Tailored insurance planning to safeguard financial future
Assistance in tax planning and filing for optimization
Expert guidance on navigating estate and inheritance matters
Apps and channels of PrimeWealth
its YouTube channel PrimeWealth has 313 subscribers and 30 videos.
Videos from PrimeWealth
The most watched videos on PrimeWealth's YouTube channel, PrimeWealth (313 subscribers). Click a video to play it here.
More on PrimeWealth.
Board of directors of Primew Financial Services Private Limited (PrimeWealth)
Primew Financial Services Private Limited is the primary company behind PrimeWealth. The board of Primew Financial Services Private Limited currently have 2 directors; the longest-serving is Shambhoo Nath Dubey, appointed in 2022.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shambhoo Nath Dubey DIN 09735212 | Director | 07 Sep 2022 | 4 yrs 1 mo | Primew Financial Services Private Limited |
| Alok Shambhoonath Dubey DIN 07403982 | Director | 07 Sep 2022 | 4 yrs 1 mo | Primew Financial Services Private Limited |
Financials of PrimeWealth
Figures of Primew Financial Services Private Limited, the primary company behind PrimeWealth, for FY 2024. Revenue was ₹1.55 Cr (+650% year on year). Net profit was ₹0.04 Cr (2% margin). EBITDA was ₹0.04 Cr (3% margin).
- ₹1.55 CrRevenue · FY 2024 · +650% YoY
- ₹0.04 CrNet profit · 2% margin
- ₹0.04 CrEBITDA · 3% margin
- ₹0.01 CrPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Primew Financial Services Private Limited are on its company page.
Detailed financial statements for PrimeWealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Financial ratios
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Verified entity values are shown only after access is granted.
Competitors of PrimeWealth
PrimeWealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| avendus.com | 1999 | Mumbai, India | $178.14M | 215 | Corporate advisory and investment services are provided to clients. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed competitors of PrimeWealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Web traffic of PrimeWealth
The website of PrimeWealth (primewealth.co.in) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with PrimeWealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for PrimeWealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to PrimeWealth
10 companies that operate in the same segment as PrimeWealth (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about PrimeWealth
PrimeWealth was founded in 2006.
PrimeWealth is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
PrimeWealth has 1 employees.
The primary company behind PrimeWealth, Primew Financial Services Private Limited, reported revenue of ₹1.55 Cr for FY 2024, up 650% year on year.
PrimeWealth delivers fiduciary financial life planning services to individuals, families, and professionals in India and globally. They assist with investments, insurances, taxes, and estate planning through goal-based approaches and holistic strategies. Based in Pune, Maharashtra, they prioritize clients interests, serving IT professionals, NRIs, and consultants with unbiased advice and transparency.
PrimeWealth's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
PrimeWealth offers Financial Planning, Investments, Insurances, Taxes, and Estate Planning.
PrimeWealth operates through Primew Financial Services Private Limited.
The legal entities of PrimeWealth currently have 2 directors, including Shambhoo Nath Dubey, Alok Shambhoonath Dubey.
The website of PrimeWealth receives about 681 thousand visits a month.