Hello from PriFinserv !
Every individual has short and long term financial goals and they require personalized handholding in the process of achieving these goals.
We at PriFinserv help you with all our abilities to attain and enjoy these Financial Goals.
Be it your dear kid’s education, your dream holiday, your dream car, or the most important of them all your retirement, we intend to serve you in achieving these feats and make the journey joyous.
PriFinserv is the perfect combination of years of experience bundled up with forefront technology which is the explicit necessity of any investor serious about his financial future.
We at PriFinserv help you with all our abilities to attain and enjoy these Financial Goals.
Be it your dear kid’s education, your dream holiday, your dream car, or the most important of them all your retirement, we intend to serve you in achieving these feats and make the journey joyous.
PriFinserv is the perfect combination of years of experience bundled up with forefront technology which is the explicit necessity of any investor serious about his financial future.
What We Do
Assessment
Get customized guidance across investments, expenses, insurance, loans, estate planning, and taxes.
Executionn
Implement your customized guidance by buying all the recommended financial products on one single platform.
Planning
Track your journey and review/rebalance your investments to make sure they are aligned with your needs.
Our Achievement
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Families
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Goals Completion
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Years of Experience
0
Cr AUM
Fund Manager Interviews
Mr. Trideep Bhattacharya
Mr. Trideep Bhattacharya
CFA, President & Chief Investment Officer - Equity, Edelweiss Mutual Fund
Mr. Trideep Bhattacharya has a PGDBM in Finance from SP Jain Institute of Management & Rese...
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Mr. Dhawal Dalal
Mr. Dhawal Dalal
President & Chief Investment Officer - Fixed Income, Edelweiss Mutual Fund.
Mr. Dhawal Dalal has 20 years of experience and an MBA from University of Dallas (USA). Mr. Dhawal ha...
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Mr. Alok Singh
Mr. Alok Singh
Chief Investment Officer - Fixed Income, Bank of India Mutual Fund.
Mr. Alok Singh is a Postgraduate in Business Administration from ICFAI Business School and a CFA with over 24 years...
Read MoreMr. Alok Singh
Mr. Alok Singh
Chief Investment Officer - Equity, Bank of India Mutual Fund.
Mr. Alok Singh is a Postgraduate in Business Administration from ICFAI Business School and a CFA with over 24 years of ex...
Read MoreArticles
At about this time of year, some months after New Year’s resolutions have been made and kept or made.
