About Us
Prime Wealth is an investment and financial services boutique firm based out of Pune, India. The firm seeks to offer you the product and investment expertise available at large, national brands along with the intimate “call you by the first name” personalized touch of an individual agency.
Our Vision
We aim to provide the best in class experience to our clients both on service levels and quality of advisory by constantly listening to our clients and evolving. We aim to become your primary wealth managers irrespective of wallet size.
We remain committed towards providing fair, compassionate and nurturing environment that rewards meritocracy for our employees, building innovative and symbiotic relationship with our product manufacturers and to firmly follow not only the letter but the spirit of all relevant laws and regulations.
Our Core Beliefs
- Investment advisory is simple, based largely on common sense.
- If clients have access to all research and spends the same time on it as us, they will form conclusions very similar to our own.
- The best investment advisors act like information filtering device, taking large amount of data from the marketplace and distilling it till the most essential facts relevant to decision making remain. We save time.
- Reliability is the corner stone of a good service experience. Fierce and relentless confidentiality about your finances is the foundation of wealth management.
About the founder
Mayuresh Didolkar has spent all his working career in the field of investment advisory. Over a career of 15 years he has represented brands such as ICICI Prudential Life Insurance, Max Life Insurance, AnandRathi Securities, HSBC and Indusind bank. Prior to taking the plunge into entrepreneurship Mayuresh was working as a senior manager with Aditya Birla Money in their Pune office.Over the course of his career he has conceptualized, presented and executed complex investment solutions to corporates as well as individuals keeping various regulatory and legal frameworks in mind.
Other than his work , Mayur (as he is known) is a marathoner having 2 full marathons under his belt. He has also written and published his debut novel “Kumbhpur Rising” in 2013 to generally favourable reviews.