Do you feel like you are being sold a product regardless of its suitability to your needs?
Does it seem like you’re being sold mediocre performing schemes?
Does it seem that no periodical review of your portfolio is being done?
Unfortunately, the answers to each of these questions are commonly, “Yes.”
We do things differently; to deliver the best inflation adjusted post tax return to our investors,
in line with their risk profile.
Firstly, we educate the investors. We don’t take an investor on board till he attends our 1-hour session on investments and mutual funds. Also, we hold periodical sessions/workshops for investor to educate them on investment management.
Risk profiling of the investor, to set an ‘Asset Allocation’ for the portfolio, to make sure that the volatility in the portfolio is in line with the risk bearing capacity of the investor.
Portfolio to be in line with the investor’s risk profile and asset allocation
Periodically review .
Our aim is to inform and empower you, by coaching you.
If you value spending time with your family, travelling, or progressing with your career, we use our experience to help make
things easier for you.
We do this by ensuring that YOU are at the core of our philosophy;one that focuses on you, your family and your assets.
Who doesn’t want to protect and nurture what they value most, secure their family’s interests for the long-term and grow their asset base?
If you share what we value, then please get in contact with us.
Very prompt and professional team with customer focused approach! Great leadership!! Thanks for your support always!!
I wanted during these difficult times to take this opportunity to thank you for your timely, very relevant and well balanced advice regarding my portfolio. I hope it continues and I am enlightened on these Mutual Fund Investments in future also.
Dhiraj Ji, You & your team are doing a great job. Convey my special appreciation to Deepak, who is very responsive which is the key aspect of Customer Service. I find this quality in you also. There is a Sanskrit saying yatha Raja tatha praja which is apt for you and your team
Prime Capital, led by Mr. Dhiraj Mittal is a very dynamic Financial Planning and Advisory firm which gives personal attention to every client by being proactive. Their team does some excellent analysis of the various investment options, is open to feedback & suggestions and most importantly customise their advice to the individual needs. I wish them all the very best.
I have been with Prime Capital since 1994. His team has made an effort to get to know me and so the service I receive feels very personal. Dhiraj Ji have helped me to focus on what I want out of life and helping me to realize my plans. The peace of mind I have from knowing that my finances are being so well managed is priceless.
Prime Capital Services Pvt. Ltd. headed by CA Dhiraj Mittal along with his excellent team of analysts is providing a good platform for investment in mutual funds and wealth creation. Fundamentally they suggest good mutual funds always based on allocation and diversification meeting to individual needs. They are providing valuable timely recommendations. I wish all the best to the PCSPL team for the great work they are doing to educate the investor how to invest their hard money safely. They give well-timed buy and sell signals as per market valuations and future growth opportunities for long term investors. Highly recommended !!
I have been associated with Prime Capital Services as a client since its inception. The professional efficiency and the customer service provided by the company is excellent. Their deep insight into the working of the Indian Mutual Fund Industry and the capacity to provide ready solutions to the differing asset allocation needs of the customers is matchless. Additionally, mailing relevant articles and regularly arranging talks with prominent fund managers has been very helpful in keeping abreast with the latest investment solutions. I wish Prime Capital all success.
Prime capital is handling all my financial investment in mutual funds for over 15 years for the entire family. The services from them has been excellent. Besides, I have been getting fairly consistent returns on my MF investments. Their choice of MF for investing is mostly driven by proper analyses. I have introduced many of my friends and relatives to Prime capital who normally thanks me for introducing Prime Capital to them... I wish Prime Capital all the success in their business...which will in turn help their clients.
Good, prompt and professional advice. Unlike other "big" names, they do review your portfolio and are always on top of it. They also conduct learning sessions and webinars with the people managing renowned fund houses. I feel confident about having them manage my hard earned money and have recently consolidated all my investments here. They are very responsive and have been managing the debt to equity switches proactively. Keep it up, Prime Capital.
Experience with Prime Capital has been great so far. I also welcome the daily WhatsApp messages as it keeps me motivated and aligned towards long term wealth creation. Overall satisfied with the performance of the portfolio. One thing I really like about my RM, Soumya is her proactive approach to managing the portfolio and timely recommendations for any changes needed.
I would like to thank and show my gratitude towards Prime Capital especially Mrs. Astha and Mr. Dhiraj Mittal for taking care of my equity portfolio since last 8 years. Ensuring my portfolio remains in pink of its health by keep reviewing it regularly to weed out the laggards and adding onto the performers. I am absolutely satisfied of their professional competence and integrity in wealth management service. Financial advisor does to your finances what a doctor does to your health and the need of it can not be overemphasized. I recommend Prime capital as Financial advisors for immaculate Financial planning to achieve Financial Freedom.
I sincerely appreciate your efficient, gracious customer service, the level of detail and accountability you have demonstrated on making our portfolios and reviewing them regularly; and the way you conduct training sessions and clarify even slightest of doubt. I had approached you few years back after I was duped of my life savings by some agents sitting in high rise buildings of CP. You have enabled me to stand again. Me and my family have, and will continue to, recommend your services to other contacts. We could not be more satisfied with your work, and we look forward to continuing this relationship
I have been fortunate to have My wealth management related queries addressed (bettering my expectations at times) by prime capital management team. Dhiraj uncle and his team have been extremely diligent in tracking my investments and advising when to make a switch while also being open to suggestions from me (i like to also do some research from my side). The amount and quality of research they do before suggesting any new alternative is simply awesome.
My motto of life has been, Keep things simple. being an ex-banker by profession, I had no time to manage my own savings because of my own clients that I had to manage and then I found prime capital services just during these lockdown times and got an opportunity to attend a few of Dhiraj Mittal Ji’s seminars and believe me my concepts of understanding of markets were explained by him in the most simplified firm uncluttered the jargon related to equity markets. They are beyond doubt a very simple, genuine and sound knowledge-based wealth managers who work in line with your goal and objective and recommend gems of product and services in investments.
Dear Mr. Mittal, You have been looking after our investments for many years now. I appreciate the way you have kept our morale high during this difficult period and have rendered wonderful services by constantly scrutinising our portfolio and providing timely and balanced advice, and also keeping us well informed through webinars.
Heartiest congratulations to you and your committed team. I would like to offer my sincere thanks to you for having contributed immensely to my family wealth creation. Trust is vital in the bonds that blossom between the fund manager and the client. Wish you eternal success. Well Done!!!
A organization which is honest, competent and trustworthy, where my money is concerned I trust it more than myself.
Very timely, fund agnostic, well researched and professional advice based on my investment and risk allocation requirements.
A very dedicated team of professionals helping me with investments. Regular monitoring of investment is a key feature with them.
Patience and integrity are the key attributes in client dealing, which you exemplify in abundance, time and again
Extremely satisfied and have already recommended to my family and friends.
Professionalism, Quality, Responsiveness, Value
Accessing the market and situation well and advising us accordingly.
During 12 years of association, I am continuously getting educated, individually and collectively by a highly dedicated & professional team under Mr. Mittal’s leadership on wealth creation through Mutual Fund. This created confidence in Prime Capital’s integrity and led me to induct 5 more family & friends. Our association will continue as long as my existence.
Dhiraj and his team at Prime Capital are very diligent in portfolio reviews and follow ups. Always helpful for any small requests that you may have besides being very up to date with their knowledge of offerings. His philosophy of periodically reviewing a portfolio to ensure maximum gain while keeping on eye on risk has stood me in good stead. I wish them success as they continue to grow in the future
In my over 20 years of relationship they have been very reliable and quality professional advise.
I have been availing their services and advice for five years and surely it is professional, customized and helpful
Working with Prime Team was very good experience. I never thought starting a SIP and redeeming a SIP Was so easy. Regular monitoring of portfolio and providing advise to switching is real great. Team Prime followed my portfolio very closely. I liked very much Dhiraj Sir every morning email of good advise and brought patience in holding MF. Prime organises lecture series by industry greats. You have to just tell when you need money and how much and they will advise and plan. Also when you Want to invest
I am happy to be with Prime Capital Services Private Limited in connection with my fund management after retirement. They are very honest and sincere. Also render helpful advice during crisis. I would advise all persons having surplus funds to get in touch with them You will not regret in future.
I started investing through Prime Capital Services from 2016 and still continuing with them only because of services and advise time to time. They are trustworthy.
Prime Capital Services have been my Financial Advisers since more than 12 years. They are managing my portfolio. They are very efficient, prompt, honest and sincere. They have always given very valuable advice for investment in the funds. I would recommend them strongly for financial planning and investments.
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Mr Mittal has this and more. He and his teams (Mr Manoj among others) dedication to clients, business excellence, proactive approach and hands on experience sets them apart and I would highly recommend him to anyone wanting to achieve better financial outcomes. What goes up sometimes must come down and he will strive to make sure it moves back up”
Excellent and professional service
Prime Capital Services, Mr Dhiraj Mittal and team have been managing my portfolio for the last 2 years. Their management skills and service levels are superior to what I have experienced before and this has provided me with a lot of peace of mind. Even during the recent downturn, they way they brought in external experts for multiple sessions and provide ongoing feedback was comforting.
One of the regrets that l have is that I started investing with this company very late in my life. How I wish I had joined earlier! Also this company, unlike many others, likes to disseminate its knowledge.
I have been dealing with Prime Capital for wealth management for sometime now and I find them to be very alert, up to date and extremely analytical with respect to investments. They support their decisions on facts and market conditions and have been very helpful in re organising my portfolio.
I have been dealing with M/s Prime Capital services for the last couple of years and I have found their services as a financial advisor satisfactory. They have a committed team that takes care of investment planning in time.
I started investing with Prime Capital Services when I started my professional career in 2008. Their expertise in portfolio management in unparalleled. Right from day one, Shri. Dhiraj ji and his team’s advice on having patience, staying invested even when the markets correct, periodic portfolio review etc have worked wonderfully over the years. People say that they’ve only heard about the concept of “power of compounding”. Well, I’ve seen it happen in reality.
The best financial advisor with dedicated professional timely advice. Availing their services since inception of PRIME CAPITAL. Wishing all the best for entire team to maintain highest standard of services.
I got in touch with Mr Mittal in July 2013. I read an article of his in TOI on how to manage your funds post retirement. I was nearing retirement and wanted to get a regular inflow of monthly funds at a reasonable net returns without eating into the Principal and most of all, staying above the real inflation rate for the return on investments. It has been a very good decision to have Mr Mittal as our Financial Advisor since 2013. Earlier, we had most of our savings in FDRs and locked in property. The former being very tax inefficient and latter being low on returns and very low on Liquidity. His advice has helped us to sort out our Fund and Investment Portfolio for higher net returns, liquidity of funds and retention of the Principal for the long term. His advice has helped us to be patient with our Portfolio to get a fair long term return. Even in the tough time in April 2020. we did not stay silent but did a number of Portfolio changes that required attention as per the times. Always acting as per the circumstances. We trust him to the hilt for his advice. Most important of all which goes for his full team as well, his and his Team response time to any query from our side is few hours only, on any day of the week. Reply comes with full financial data and action to be taken with a clear timeline. Always good to have him on your Team as a Financial Advisor.
I have been dealing with Dhiraj for more than 15 years. I find him very sincere, consistent, very responsive and ahead of the curve. He takes works on fundamentals and is willing to take measured risks. I would highly recommend him to anyone (especially) who wants to invest in equity MFs.
Prime Capital Services has been handling my investments for several years. What I value is the personalized service that is never on the lines of "one size fits all" but is customized to my individual financial goals and risk-taking appetite. Additionally, they perform regular and timely reviews backed by relevant research, helping to tweak my portfolio to ensure that returns can be maximized based on changing market conditions and fund performance. Being fundagnostic, one can also trust their advice much more than the Wealth Managers that come with premium banking relationships, whom I have come to recognize as mostly self serving rather than working in their clients best interests. Another value add is the way they keep clients constantly engaged by sending out educational mailers and holding informative sessions with leading fund managers. This helps clients understand the virtues of patience and keeping a long term view, rather than expecting miracles in the short run. Overall, I am quite happy with the services provide by Prime Capital and would recommend them to anyone looking for a structured approach to wealth management.
I was introduced to Prime capital services 2 years ago by a mutual friend and have been investing through them since then and it’s a decision I have not regretted. They are an extremely professional organization with a unique personal touch . They have a solution to all problems and situations : They are backed by an excellent & efficient research team & give you in-depth analysis of investment options . Their biggest asset is the portfolio assessment which is done periodically and according changes are suggested and made to ensure you maximize profits from your investment. Their online site is really informative and you can see all your investment & their performance on the click of a button . I would strongly recommend their services to anyone who needs to maximize returns on their investments: Wishing their team all the success & hope they keep growing & glowing.
Their emphasis is more on customer education, through books, literature, quotes and seminars and webinars. Their excellent advice is based on a detailed assessment of each customers individual risk return profile. Very helpful, proactive and personalized service.
Prime Capital Services has been handling my investments since 2 years. What I value the most is their promptness and the personalized attention to my portfolio. They perform monthly proactive reviews and come up with valuable recommendations to help me maximize the returns in these turbulent times. Additionally, they are investing lot of time keeping us engaged with the mailers and the webinars to help us understand the importance of staying put in these tough times. Overall, I am delighted with the way my portfolio has been managed and would strongly recommend their services to anyone.
Have started as a novice asking silly questions, I am still a novice with a good advisor, brought financial discipline into my life.
When I wanted to have better return (post tax) on my investments as compared to Bank FDs etc., Prime Capital Services Pvt Ltd helped me in evaluating various instruments available and where I could make real profits. They also introduced me to Alpha concept in Mutual Fund investment, which helped me in making better profits in longer run.
I am having their services from last few years, and very well satisfied with their prompt responses.
Prime Capital Services has been my Wealth Management Consultant for over six years. I have found Mr. Dhiraj Mittal and his Team well informed, courteous, communicative and responsive to my requirements. They are updated on the latest developments and maintain an open communication line, informing me of any issues that impact my investments. They also forward invitations to attend online talks by various experts that provide an opportunity to get different points of view. I have also had the opportunity of meeting Mr. Dhiraj Mittal personally to discuss my portfolio from time to time and have found these interactions very useful. The personal attention that Dhiraj provides is a hallmark of the services that he provides.
Fortunate to be invested with Prime Capital Services Ltd for 10 years. Personal investment guidance and individual portfolio management through the lows & highs of the market has been handled exceptionally well.
Thanks for your consistent efforts to educate investors
Very diligent approach. Provide a very simple and to the point explanation for all the things.
24/11/2023 You were introduced to me around 2009. I was clueless in financial freedom. I had stared at the trough of financial security, post retirement from defence in 2003. I had no option but to accept a second career in the civil street to retain a status quo in my living standard. You put me in the ‘right track’. It was worth the journey. It is with pride I can say ‘I am a very satisfied client’. Heartiest congratulations to your team at “Prime Capital’ for doing all the hard work. In fact your investment knowledge and skills has brought true financial freedom’ to those who boarded your train.
03/11/2023 We are nearing the first small milestone of 1 cr. Thanks for your unwavering commitment on managing the portfolio. Thoroughly enjoy association with you!
We have been quite happy with the overall performance. Completion of 5yrs is a sign of trust we have and we continue to seek such advice
6th Aug 2023. Its now been over a year since I am with you. Just a note to mention that your services have been excellent. My account manager, Kiran has been very professional, proactive, prompt and a pleasure to work with. Get on board more team members like Kiran. Many thanks and look forward to a long and mutually prosperous journey with you and your team
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