Welcome to Prime Folios Pvt Ltd

PFPL (Prime Folios Pvt Ltd) is one of the leading and bespoke finance and wealth management advisory. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns. At PFPL, our focus is to provide our clients a cohesive investment plan and insurance plans taking into consideration all the important aspects of financial planning such as current market conditions, prospect risks, global uncertainties, and economic reforms to offer scrupulous life insurance plans. Our life insurance plans can aid you in saving planning, tax saving plans, retirement planning, as well as investment planning.

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Our Services

Wealth Management

Manage your wealth optimally, build a strong investment portfolio and get a great return on your investment with the professional wealth management services from Prime Folios Pvt Ltd.

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Protection & Saving Plans

Avail the benefits of thoughtful saving and life cover with exquisite protection and saving plans. Prime folios Pvt Ltd curates the best insurance and saving plans to inculcate financial discipline.

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Health & Motor Insurance

Choose from the topmost insurance health and motor insurance for complete peace of mind. Prime Folios Pvt Ltd is your insurance partner. Our team of experts brings to you top-notch secure health and motor insurance plans.

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Child education & retirement planning

Plan for your child's education needs by early planning and investing. We present to you the lucrative financial plans for your child's education as well as your retirement. Now secure your retirement and ensure the best possible education for your child with Prime Folios Pvt Ltd.

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General Insurance

Get all forms of general insurance plans to safeguard from unpredictable circumstances. Prime folios Pvt Ltd. assist you to choose the finest Property Insurance, Travel Insurance, Theft Insurance, Marine Insurance, Commercial Insurance, Accident Insurance, and much more.

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HNI exclusive Wealth Management

Let the right people guide your wealth and channelize your investments with the meticulous and research-driven HNI exclusive wealth management services from Prime Folios Pvt Ltd.

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Claim Consultancy

Get complete claim assistance throughout the claiming process with the expert team of Prime Folios Pvt Ltd. We ensure proper presentation of facts, to the point documentation, and hassle-free claim reimbursement.

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Our Process

01. Single Point Of Contact

02. Team Of Experienced Professionals

03. One Stop Shop For All Insurance Need

04. In-depth Knowledge Of Procedures & Systems

05. 24x7 Assistance

06. Best Coverage With Minimum Premium

We are help you to grow your business

Take your business to newer heights with the bespoke investment, wealth management, and general insurance plans from Prime Folios We provide cutting-edge investment and tax solutions to amplify your business growth. Our team of expert planners is highly qualified and has immense knowledge of the finance sector. They strive to introduce novel and target-oriented investment opportunities to provide assured returns. For custom investment, tax planning, and capital management, connect with our team now!

How We Do...

01. Understanding the Requirement

02. Policy Audit

03. Benchmarking

04. Placement

05. Consultation

06. Value add-Ons

07. MIS

08. Post Placement Analysis

Our Team

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