Primo Financial Services is a partnership firm founded by professionals with over 20 years of experience in the area of Investment management, capital market products and services.

We offer an array of investment products and services to suit diverse client needs including Corporate, Institutions, HNI’s, Trusts and retail. Our product portfolio includes Mutual Funds, Bonds, company Deposits, Life and General Insurance and Equity trading

We specialize in offering a full range of financial solutions to meet the financial needs of our clients. We provide the expertise and resources that your wealth deserves. We follow a traditionally conservative approach, focusing on a strong balance between risk and opportunity while being committed at enhancing returns.

Our association with industry’s leading institutions known for their experience & proven track records enable us to offer tailor made financial solutions designed to create wealth over the long term while addressing your short term requirements.

Our experienced team work closely with our clients and enable them to choose the right investment options. Our investment process begins with,

• Mapping client’s risk profile
• Understanding his immediate & long term financial commitments
• Choosing the appropriate Asset Allocation strategy followed by Portfolio construction.
• Active tracking of portfolios and Portfolio rebalancing.
• Deliver realistic returns.
• Advice on Tax related queries.

We regularly update our clients about market trends and investment options and facilitate opportunities for wealth creation through various financial products.