9442300525; 9894137463 0422 2540005 Phone
primefinancialplanners@gmail.com Email

About Us

Prime financial Solutions

Your perfect financial partner,

 

Mission

By combining knowledge and experience in financial services with focus on building lasting relationships, weare determined to deliver good financial solutions that can help to take control of your financial future

Years of training and experience in financial services help us to assess the most important financial concerns. Working together we’ll evaluate each issue to design a strategy that addresses your unique needs and helps you reach your financial goals.

Once you have decided upon a strategy that meets your needs and that you are ready to put into action

We will go over your options, helping you select a combination of products and services that make sense and suits your requirement. Over time we will follow up with you to make sure things are on track and proceeding according to plan

We are focused on attracting and retaining the highest caliber of professionalism in an effort to maintain a strong environment where ideas can be challenged and advice shared with clients is proactive.

We will maintain an environment that values consistent dedication to education, competence, confidentiality   and integrity

 

Vision

To enhance the economic wellbeing and quality of financial future of the clients served. Honoring this commitment allows us to earn their trust and endorsement and become a long term friend and advisor.

 

We endeavor to be a premier financial solution organization. The work that we perform is to be rooted in our relationship model and always to be guided by the highest ethical and moral standards. It is our aspiration to concentrate on the best interest of our clients.

 

To build a financial advisory business that is valued by the clients as their most important asset, contribute to the growth and development of the industry and the impact it has on other professionals and the people it serves, build a trusted and respected name and become viewed by friends and family as a source of pride

 

Our back Ground

Having more than fifteen years’ experience in the financial services industry. Serving more than five hundred happy families.

 

Strengths

We Give full attention to what clients are saying, taking time to understand the points being made. Ask questions at appropriate time and don’t interrupt at inappropriate times and convey the information’s effectively. Use logic and reasoning to identify alternative solutions, conclusions or approaches to problem .look for ways to help clients

 

Key Person

S.Karthikeyan.M.B.A.,CFPCM ,CWM®

A Certified Financial PlannerCM& Chartered Wealth Manager®

 

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

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Market Views

Please click here for Monthly Equity & Debt Outlook Presentation – August 2020

 

Key Events: 

·         Nifty (+7.5%) made new highs (breaching 200DMA & 11k for the first time since March fall) in July but more than half of its gains were contributed by just two stocks.

·         After a sharp recovery (>+50%) from April lows, activity levels peaked in early-July and were still >15% below pre-Covid levels.

·         The MPC, unanimously, kept the repo rate unchanged at 4% but retained the ‘accommodative’ stance.

·         Headline CPI moderated to 6.1% for June after peaking at 7.2% in April. Core Inflation at 5.1% was still elevated in June suggesting that despite the subdued demand, the supply disruption led CPI to spike

·         After almost 18 years, India reported a trade surplus of $0.8bn in June driven by broad-based export rebound and still weak import demand. Oil imports were suppressed by low oil, but non-oil trade improved sharply

·         Centre’s fiscal deficit during 1Q of this fiscal stood at ~83% of Budget Estimate. Reports suggested that actual fiscal deficit for FY21 could be as high as 7.6%, almost 2x budget

Please click here for Monthly Equity & Debt Outlook Presentation – July 2020

·       Nifty (up +7.5%) finally decoupled from the US markets (S&P up only +1.8%) and outperformed during June.

 

·       Despite the headwinds, Indian markets continued to rise due to high foreign inflows (+$2.5bn, highest monthly inflows in 2020) and marginal domestic institutional buying (+$0.3bn). In sectorial trends, all sectors were up v/s May with Realty and Banks at the top.

 

·       After the border clash with China led to 20 Indian casualties, the Indian forces deployed along the 3500-km border were given “full freedom” to counter any aggressive Chinese behavior . Later both countries, however, agreed on a “step-wise mutual disengagement” from areas of friction in Ladakh averting further escalation. 

 

·       IMF projected a deeper 4.5% contraction (vs -1.9% in April) for India in FY21 citing a longer lockdown period and slower than anticipated recovery. FY22 growth forecasted at +6% vs +7.4% earlier.

 

·       Moody’s downgraded India’s rating to Baa3, last level of investment grade rating, while keeping outlook as negative. whereas Fitch reaffirmed BBB- rating but changed the outlook to negative. S&P retained BBB- rating with a stable outlook. 

 

·       The gross GST revenue collected in the month of June, 2020 is Rs 90,917 crore.

 

·       The India Manufacturing Purchasing Managers Index (PMI) edged up to 47.2 in June, compared with 30.8 in May.

 

·       May merchandise trade deficit narrowed to a decade low $3.2bn on weak crude and faster recovery in exports vs imports.

 

·       RBI’s FX reserves hit a record $500bn on portfolio inflows and lower trade deficit.

  • India Inc over the last 3 years has seen multiple shocks – from demonetisation to key reforms like GST, RERA etc. to credit freeze in aftermath of wholesale NBFC unable to get access to credit to current lockdown amidst the global supply and demand shock unleashed by Coronavirus. In the long journey of corporate India, these events almost seems like a big RESET button. A call to significantly change business practices, realign key business priorities in a changing landscape and massive consolidation across sectors.

 

  • ·       Covid19 – while initial impact was localised to Chinese economy and therefore the supply shock given large export from China, the spread of virus globally now risks creating a demand shock as well. While global coordination of policy makers and containment of virus and improvement in drugs to counter will reduce the longer term impacts of this shock, near-term demand and supply chains remain frozen amidst a significant drop in economic activity. We are slowly emerging from lockdown to phases of ‘unlocking’ the economy.

 

  • ·       While Indian government & RBI have announced few measures, we expect more measures to be announced given the unprecedented nature of events led by Covid 19. Amidst this uncertainty, Indian equities have seen large up and down moves in recent months.

 

  • ·       While near term uncertainty induces volatility in asset prices, in the long run, wealth creation in equities is a function as how businesses can profitably grow over their cost of capital sustainably. Given the long-range of reforms introduced as well as likely relief measures by government & RBI, we believe longer-term prospects of Indian equities is quite encouraging and we would advise investors to benefit from such induced volatility.

 

  • ·       Time in the market is more important than timing the market - recently, markets volatility has moved up and investors can benefit from this volatility by focusing on disciplined investing and asset allocation.
An overview of last week's market. #KMFMarketRoundUp (31st July 2020 - 7th August 2020)
10/08/2020 00:31:30
Monthly Debt Market Outlook - August 2020 by Ms. Lakshmi Iyer - President, CIO Debt & Head Products
10/08/2020 00:30:50
Monthly Equity Market Outlook: Mr. Pankaj Tibrewal talks about the current equity market scenarios.
07/08/2020 15:40:40
 

Contact Us

Phone

9442300525; 9894137463 0422 2540005
Email primefinancialplanners@gmail.com
Address: 129 – G, T.V.Samy Road (West) R.S.Puram, Coimbatore: 641002