Prifinserv incorporated with means of Mutual Funds distribution in the year 2011, Life Insurance in the year 1992 and General Insurance in the year 2002 with client centric approach having at present more than 1000 satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund, and Insurance Consultants recognized by the NSE National Stock Exchange, BSE Bombay Stock Exchange, AMFI (Association of Mutual Fund of India), IRDA.
Our objective is to help you preserve and grow your hard-earned assets. Advising products which are in the best interest of our clients is our core philosophy. Prifinserv follows a very important need analysis matrix for our clients taking a holistic view. Our objective is to make sure that our clients feel confident & comfortable in the management of their assets and achieve their financial goals.We use our complete knowledge of Insurance, Tax Laws, and Mutual Fund Investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions along with mapping investments with regards to different stages of life in a hassle free manner & thereby make people enjoy a secured retirement life.
Why Us
01
Vision
At PriFinserv, our vision is to provide you with an ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.
02
Process
We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.
