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Samir Mehta | Prime Care Financial Solution | MumbaiSamir Mehta | Prime Care Financial Solution | Mumbai

Samir Mehta

Prime Care Financial Solution•Mumbai,MH
Kandivali (W). MUMBAI,
Mumbai, MH, 400067
Kandivali (W). MUMBAI, Mumbai, MH, 400067
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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