PrimeWealth

Pune, India Founded: 2006 • Age: 20 yrs
Offers financial planning, investments, and advisory for individuals and professionals.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 1 Tracked headcount
Investors - Known backers
Products 5 Services tracked
Competitors 11 Brand Intelligence

About PrimeWealth

PrimeWealth is a company based in Pune (India) founded in 2006. It operates as a B2C and Consulting. The company has 1 employees. 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 as on
  • Sectors
    Technology
    Financial Services
  • Email
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  • Website
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  • Legal Name Primew Financial Services Pvt. Ltd.
  • Jurisdiction Pune, Maharashtra, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
    Not available
  • Employee Count
    1

    as on

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Products & Services of PrimeWealth

PrimeWealth offers a comprehensive portfolio of products and services, including Financial Planning, Investments, Insurances, Taxes, and Estate Planning.

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Service for achieving financial goals through personalized strategies

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Guidance on diversified investments to maximize returns

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Tailored insurance planning to safeguard financial future

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Assistance in tax planning and filing for optimization

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Expert guidance on navigating estate and inheritance matters

Funding Insights of PrimeWealth

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Detailed funding history for PrimeWealth

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by PrimeWealth

Investments
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Investment portfolio details for PrimeWealth

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  • Portfolio identities
  • Transaction dates
  • Round details
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Financial Statements - PrimeWealth

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Detailed financials for PrimeWealth

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  • Historical revenue
  • Profit trends
  • Statement rows
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Primewealth Comparisons

PrimeWealth Primary company
Description
Offers financial planning, investments, and advisory for ind...
Location
Pune, India
Founded Year
2006
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
1
As of 2026
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Peer comparison for PrimeWealth

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  • Headcount comparison
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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 year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Mutual funds, portfolio management, and retirement planning services are offered.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Detailed competitors of PrimeWealth

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  • Domains and locations
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Latest news on Primewealth

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Complete news archive for PrimeWealth

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  • Source and publication date
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  • Brand-specific news history

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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.

As of the latest available data, the latest employee count at PrimeWealth is 1.

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.

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