Prime Financial Services was founded more than ten years ago with a philosophy to inspire every individual to be financially independent. Financial independence builds confidence and a way of life. Our vision is to provide all our clients the very best results and build a model portfolio.

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Prime Financial Services: Your Partner in Financial Empowerment

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Prime Financial Services is your go-to financial advisory firm in Hoodi, Whitefield, Bangalore, offering a wide array of financial planning services tailored to meet your unique needs. Our expert team is dedicated to helping you achieve your financial goals through personalized solutions, innovative strategies, and unwavering commitment to integrity.

Location: 310, B Block, Vasantapuri, BM Glorietta, Borewell Road, Whitefield, Bangalore, Karnataka 560066
Business Hours: 10 am to 7 pm (Monday to Sunday)
Contact Number: 099800 01338
Map Link: Prime Financial Services Location
Website: primefin.in
Instagram: primefinancials

Comprehensive Financial Services

Financial Planning

Our financial planning services are designed to help you build a secure financial future. We offer customized plans that include investment advisory services, tax planning assistance, and retirement planning advice.

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Systematic Trading

With our systematic trading strategies, you can benefit from a structured approach to trading that minimizes risks and maximizes returns. Our experts provide insights and guidance to help you navigate the complexities of the stock market.

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Financial Literacy

Our financial literacy programs are aimed at empowering individuals with the knowledge and skills needed to make informed financial decisions. We offer workshops, seminars, and one-on-one coaching sessions.

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Wealth Management Solutions

At Prime Financial Services, we provide comprehensive wealth management solutions that encompass mutual fund investments, insurance planning strategies, and estate planning services. Our goal is to help you grow and preserve your wealth through effective financial strategies.

Investment Advisory Services

Our investment advisory services include personalized investment plans, portfolio management tips, and asset allocation methods. We help you make smart investment decisions that align with your financial goals.

Tax Planning Assistance

Effective tax planning is crucial for maximizing your savings. Our experts provide tax-efficient investments and strategies to minimize your tax liability while ensuring compliance with regulations.

Retirement Planning

Planning for retirement is essential for a secure future. We offer retirement planning advice, including retirement savings plans and long-term wealth creation strategies to ensure you have a comfortable retirement.

About Us

Prime Financial Services emerged onto the financial landscape over six years ago, driven by a profound philosophy that has since become the cornerstone of its mission. At its core, the organization is propelled by a vision to ignite a sense of financial empowerment within every individual it serves. This foundational belief acknowledges that true financial independence transcends mere wealth accumulation. It recognizes that when individuals are equipped with the knowledge, tools, and strategies to take control of their financial destinies, they thrive financially and experience a transformation in their overall quality of life.

Pricing Plans

Prime Essentials Free Membership

Forever Free

  • Comprehensive Investment Planning & Personalized Guidance.
  • Investment in Mutual Funds, Retirement Solutions, Fixed Income Solutions, Insurance, NPS & Bonds.

Prime Plus

Membership at ₹1 per day

  • ₹365 /per annum
  • Wider range of investment products.
  • Automatic Rebalancing with the help of a dedicated portfolio manager.

Our Mission

Our mission is to provide you with the expertise and resources to achieve your financial goals, with a commitment to personalized service and unwavering integrity.

Our Values

We are committed to integrity, transparency, and putting our customers first, with a focus on delivering personalized solutions that empower you to achieve your financial goals with confidence.

Why Choose Us

  • Technology and Online Tools
  • Lower Administrative Costs
  • Compliance and Transparency
  • Competitive Pricing
  • Risk Management
  • Stability and Longevity

Service Areas

We proudly serve the following areas:

  • Whitefield Main Road
  • ITPL (International Tech Park Bangalore)
  • Vydehi Institute of Medical Sciences and Research Centre
  • Phoenix Marketcity Mall
  • VR Bengaluru Mall
  • Hope Farm Junction
  • Inorbit Mall
  • Sigma Tech Park
  • Prestige Shantiniketan
  • Forum Neighbourhood Mall
  • EPIP Zone (Export Promotion Industrial Park)
  • GR Tech Park
  • SAP Labs India
  • Manipal Hospital Whitefield
  • Kundalahalli Gate
  • Brigade Tech Park
  • SJR I Park
  • Divyasree Techno Park
  • Brookefield
  • Columbia Asia Hospital Whitefield
  • Akshaya Nagar
  • Kadugodi
  • Marathahalli
  • Nallurhalli
  • Channasandra
  • Borewell Road
  • Hoodi
  • Sathya Sai Ashram
  • Siddapura
  • Mahadevapura

Explore our services and take the first step towards achieving your financial goals with Prime Financial Services. For more information, visit our website or contact us at 099800 01338. Follow us on Instagram for updates and financial tips.

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