Prime Capital Services Private Limited - New Delhi
Integrity Efficiency Competence | Home - Primecapitalservices.com
I got in touch with Mr Mittal in July 2013. I read an article of his in TOI on how to manage your funds post retirement. I was nearing retirement and wanted to get a regular inflow of monthly funds at a reasonable net returns without eating into the Principal and most of all, staying above the real inflation rate for the return on investments. It has been a very good decision to have Mr Mittal as our Financial Advisor since 2013. Earlier, we had most of our savings in FDRs and locked in property. The former being very tax inefficient and latter being low on returns and very low on Liquidity. His advice has helped us to sort out our Fund and Investment Portfolio for higher net returns, liquidity of funds and retention of the Principal for the long term. His advice has helped us to be patient with our Portfolio to get a fair long term return. Even in the tough time in April 2020. we did not stay silent but did a number of Portfolio changes that required attention as per the times. Always acting as per the circumstances. We trust him to the hilt for his advice. Most important of all which goes for his full team as well, his and his Team response time to any query from our side is few hours only, on any day of the week. Reply comes with full financial data and action to be taken with a clear timeline. Always good to have him on your Team as a Financial Advisor.
MR. RAMAN GULATI
Founder, TV18 Home Shopping Network Ltd, Noida.
Contact Prime Capital Services Private Limited
| Address : | UG-1, Siddharth Chambers I, 55A, Kalu Sarai, Near IIT, Hauz Khas, New Delhi, Delhi 110016, India |
| Phone : | 📞 +9 |
| Postal code : | 110016 |
| Website : | http://www.primecapitalservices.com/ |
| Categories : |
|
G
|
Geeta Wason on Google
★ ★ ★ ★ ★ My motto of life has been , "keep things simple".being an ex banker by profession, I had no time to manage my own savings coz of my own clients that I had to manage and then I found prime capital services just during these lockdown times and got an opportunity to attend a few of dhiraj mittalji's seminars and believe me my concepts of understanding of markets were explained by him in the most simplified form which uncluttered the jargon related to equity markets.A shade of mr mittal was Jitesh when I began my session of understanding of asset allocation with him. They are beyond doubt a very simple, genuine and sound knowledge based wealth managers who work in line with your goal and objective and recommend gems of product and services in investments.
|
|
P
|
Prabhakar Naik on Google
★ ★ ★ ★ ★ Working with Prime Team was very good experience. I never thought starting a SIP and redeem a SIP Was so easy. Regular monitoring of portfolio and providing advise to switching is real great. Himashu followed my portfolio very closely. I liked very much Dheeraj Sir every morning email of good advise and brought patience in holding MF. Prime organises lecture series by industry greats. You have to just tell when you need money and how much and they will advise and plan. Also when you Want to invest.
|
|
V
|
Vishal Goyal on Google
★ ★ ★ ★ ★ I started investing with Prime Capital Services when I started my professional career in 2008. Their expertise in portfolio management in unparalleled. Right from day 1, Shri. Dhiraj ji and his team’s advice on having patience, staying invested even when the markets correct, periodic portfolio review etc have worked wonderfully over the years.
People say that they’ve only heard about the concept of “power of compounding”. Well, I’ve seen it happen in reality.
|
|
S
|
Suraj Chaudhry on Google
★ ★ ★ ★ ★ Dhiraj and his team at Prime Capital are very diligent in portfolio reviews and follow ups. Always helpful for any small requests that you may have besides being very up to date with their knowledge of offerings.
Dhiraj's philosophy of periodically reviewing a portfolio to ensure maximum gain while keeping on eye on risk has stood me in good stead.
I wish them success as they continue to grow in the future.
|
|
G
|
Gagandeep Singh on Google
★ ★ ★ ★ ★ Good, prompt and professional advice. Unlike other "big" names, they do review your portfolio and are always on top of it. They also conduct learning sessions and webinars with the people managing renowned fund houses.
My current advisor is Jitesh. I feel confident about having him manage my hard earned money and have recently consolidated all my investments under him. He is very responsive and has been managing the debt to equity switches proactively.
Keep it up, Jitesh and Prime Capital.
|
|
S
|
Sunil Radhakrishna on Google
★ ★ ★ ★ ★ Prime Capital Services has been my Wealth Management Consultant for over six years. I have found Mr. Dhiraj Mittal and his Team well informed, courteous, communicative and responsive to my requirements. They are updated on the latest developments and maintain an open communication line, informing me of any issues that impact my investments.
They also forward invitations to attend online talks by various experts that provide an opportunity to get different points of view.
I have also had the opportunity of meeting Mr. Dhiraj Mittal personally to discuss my portfolio from time to time and have found these interactions very useful. The personal attention that Dhiraj provides is a hallmark of the services that he provides.
|
|
a
|
abhimanyu bahl on Google
★ ★ ★ ★ ★ I have been associated with Prime Capital Services as a client since its inception. The professional efficiency and the customer service provided by the company is excellent. Their deep insight into the working of the Indian Mutual Fund Industry and the capacity to provide ready solutions to the differing asset allocation needs of the customers is matchless. Additionally, mailing relevant articles and regularly arranging talks with prominent fund managers has been very helpful in keeping abreast with the latest investment solutions. I wish Prime Capital all success. - A. BAHL
|
|
R
|
Rohit Jain on Google
★ ★ ★ ★ ★ Prime Capital Services has been handling my investments for several years. What I value is the personalized service that is never on the lines of "one size fits all" but is customized to my individual financial goals and risk-taking appetite.
Additionally, they perform regular and timely reviews backed by relevant research, helping to tweak my portfolio to ensure that returns can be maximized based on changing market conditions and fund performance. Being fund-agnostic, one can also trust their advice much more than the Wealth Managers that come with premium banking relationships, whom I have come to recognize as mostly self-serving rather than working in their clients' best interests.
Another value-add is the way they keep clients constantly engaged by sending out educational mailers and holding informative sessions with leading fund managers. This helps clients understand the virtues of patience and keeping a long-term view, rather than expecting miracles in the short run.
Overall, I am quite happy with the services provide by Prime Capital and would recommend them to anyone looking for a structured approach to wealth management.
|
Write some of your reviews for the company Prime Capital Services Private Limited
Your reviews will be very helpful to other customers in finding and evaluating information
Nearby places in the field of Financial planner,
Nearby places Prime Capital Services Private Limited
