About - Prime Associates

About Us

PRIME ASSOCIATES, a professionally managed Financial & Investment Service providers, aims to provide the clients with the best options in the domain of:

At Prime Associates we offer our services through one to one evaluation and counselling with each of our clients, after thorough review and study of the financial needs, financial goals and their current financial background. This process ensures our clients to understand the need of professional financial planning to fulfil their future financial goals. As appropriate, Prime Associates guide the clients in choosing Guaranteed plans with tax free returns and Non-guaranteed plans with high return yielding options depends on varying financial needs and Goals.

Why Us

Why should we be your Financial Planner /Product Distributors? This is a very relevant question to ask us. Here it goes:

All our offerings are designed keeping customer in mind. Your long-term interests and financial goals serve as the 'primary' influencing factor in our recommendation process.

Excellent Product Pool:

We offer a single point access to multiple financial products with a holistic need-driven approach and not product centric approach.

Customer is the King:

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find and ensure quick resolution of any queries or complaints and after sales service.

Value based approach:

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments and Protection.

Right Experience and Skills:

We have in-depth experience in financial advisory and products distribution space. Our experience, qualifications and skills enable us to understand you and your needs, and then offer you the right strategies and solutions to achieve your goals.

Professional Ethics and Passion:

Serving clients professionally is our passion and the reason why are in the business. Nothing excites us more than guiding our clients to achieve their financial goals and dreams in life with our knowledge and service and world class solutions.

Mr. Krish Sridar,

FCMA, MBA, MS, CIA

Founder of PRIME ASSOCIATES- Financial & Investment Services, having gained experience in Corporate life over 25 years in the domain of Financial Management and related functions up to the level of General Manager & CFO.
A dedicated & Smart working professional, believing in making people financially more literate and professionally guide them in achieving their Financial goals & Risk Mitigation.
A professional with understanding of Financial Planning, Portfolio Management Services & Risk Management who believes in “Attitude is the Altitude” and “Sky is the Limit”.