Samir Mehta | Prime Care Financial Solution

About

Prime Care promises to provide impartial advice with no jargon and ensure you understand all the details of your cover. Whatever your circumstances, we'll use our expertise and excellent relationships, to ensure you are able to meet your financial goals.

Practice at a glance

11

Years of Experience

149

Families Served

₹8.5

Crores Managed

Practice Details

Min Monthly Investment:₹2,000 & more

Min Lumpsum Investment:₹2,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Salaried Executives, Government Staff

Language Spoken:Hindi, Marathi, Gujarati, English

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Make a Will / Trust

Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Samir Mehta.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint