Prithvi Parmar, founder of PriFinserv, is a Certified Financial Planner (CFPcm) with strong domain knowledge in Financial planning, Investment consultancy and Income tax. While providing comprehensive financial solutions, Behavioural Coaching – working with clients to protect their portfolios from emotional reactions has been area of expertise for him and his firm PriFinserv, thereby helping us to preserve loyal customer base over the past 15 years. Managing assets worth few hundred crores, his firm ‘PriFinserv’, designs tailored investment strategy through customised financial planning for individuals and NRI’s, and also handles Treasury management for corporates and SME’s. His firm PriFinserv is one of the most successful advisory firms having pan India presence and serving to more than a 100 NRI’s worldwide. He has decorated his office with clutch of awards he has picked up that recognize his professional growth as well as his advisory excellence.

Prithvi concedes: What helped me stay ahead in difficult times was the philosophy that my “clients interest comes first”. To me financial planning means being personally involved with my clients families in their financial Journey. I attribute my success to the Faith and Trust my investors has posed in me and my abilities, and that to me is the biggest Asset of our firm PriFinserv.

Prahlad Parmar, Wealth Manager himself and the co-founder of PriFinserv, with an experience of over 25 years in Equity Stock Markets, Life Insurance, Medical Insurance, Mutual Funds, Asset Management has been the pillar of the firm since inception. His dedicated attitude and efficient working style are some of the major reasons for team's success.

He has helped his esteemed clients to not just improve their relationship with money, but to live their unique definition of a healthy, wealthy, fulfilled life with a purpose. He is responsible for insurance advisory and portfolio management.