TESTIMONIALS BY CLIENTS

“... proactive approach, right kind of advice on investment, quality service and support...”

My colleague referred me to Prime Investor Service, and the reason for signing up with them was their professional approach. I appreciate their proactive approach and their ability to give the right kind of advice on investment related decisions. I know that I can rely on Prime Investor Service for quality service and support.

– Mr. Karthikeyan T V

– CFO, L&T Infrastructure Development Projects Limited

“This wonderful team manages my financial worries for me... I am enjoying my retired life...”

I was a College Professor and now I am a retired single woman. I find it very difficult to run around for errands and my bankers were very helpful. In spite of that, with great difficulty and reluctance, I turned down their services to favour Prime Investor Service as the person who met me seemed thorough in his investment knowledge. Now I can confidently say that I have no regrets in my decision. In fact, I called them and volunteered to offer this testimonial as I am very impressed with the professional and emphatic way in which they care for my money. I am enjoying my retired life, my travels and my pilgrimage, which this wonderful team manages my financial worries for me. Thank you for making my days more peaceful!

– Ms. Hema K

– Retired Professor

“... so much clarity and patience to explain all the nuances, and his plans were very sensible to suit my age and requirement...”

I am a super senior citizen and I find it very difficult when my ideas, thoughts and needs are not understood the way I want it to be. To my surprise, I found that when I met Prasanna of Prime Investor Service, he had so much clarity and patience to explain all the nuances of investing, and his plans were very sensible to suit my age and requirement. He is now managing my wife's and my investments and keeps us updated on the markets. He keeps coming down to my place in case I ask for some information, and is very helpful. My best wishes to him and the vibrant team behind him.

– Mr. Nathan P S

– Founder Director, IEC Fabchem

“It's really great on how easy your websites are, and how profitable your advice ends up to be...”

A quick note to tell the world that the team at Prime Investor Service does an amazing job! It's really great on how easy your websites are, how efficient your support is, and how profitable your advice ends up to be. Thanks, guys!

– Ms. Nandhini N

– Officer - HR, L&T

“I am able to view my portfolio, check all my investments, get the reports, capital gains statement, transact and do everything online...”

I am thankful that a common friend referred Prime Investor Service to me. With my work and busy schedule, I was finding it difficult and time consuming to keep a close eye on my investments and financial planning. It was a mess until I met the advisor from Prime Investor Service. They clearly explained the status of my current holdings, and charted out a very clear future plan. They also provided me with a username password using which I am able to view my live portfolio, check all my investments, get the reports, capital gains statement, transact and do everything online, for me and my entire family. The way in which they had been improving on bringing about a user friendly website is appreciable. Do maintain the service you are rendering now, and continue to remain a very customer focused organization. I have no hesitation in recommending Prime Investor Service to my other friends as well.

– Dr. Bharath Kumar

“... explained and gave all the details to me, and clarified my doubts so I can form a well informed decision...”

When Prime Investor Service approached me and asked if I would mind saying something about them, I readily agreed. I had spoken to other advisors earlier, and I was not having any knowledge about this industry. Prime Investor Service and their cooperative team not just explained and gave all the details to me, but also waited and clarified my doubts so that I can form a well informed decision. The typical ' push and sell ' was never seen in them which clearly shows how confident they are in their suggestions and knowledge. And it never ended with the first advice and collection of my investments. It is continuing on a regular basis and periodical restructuring of my portfolio based on the market trends is being done by them which I have not seen elsewhere.

– Mr. Sreedhar Vasudevan

– Regional Head, Peregrine Security Services

“I was blown by the analysis they gave on my investments...”

My colleague at BGR recommended Prime Investor Service to me a couple of months ago. I was highly impressed by the analysis that they gave me on my investments. Almost all of my investments had been made in insurance products and in low return options. In fact, it was almost as if my bankers and advisors made more money off me than I did. No longer wishing to be taken advantage of, I have been gradually moving my investments to the efficient management of Prime Investor Service. In fact, I fired one of my investment advisors on the very same day and also redirect anyone who calls me about investments to my trusted advisors, Prime Investor Service. I consult them on everything - from my immediate financial requirements to financial planning for my daughter's wedding.

– Mr. Krishna Kumar Saxena

– President Procurement, BGR Energy Systems Limited

“... went out of their way to help me sort out some operational and documentation difficulties that I had...”

One of the traditional ideas behind investing is to 'take care of the family', and that is what I did by managing investments for my parents and my wife as well. When Prime Investor Service analysed my investments however, there were a lot of changes that they suggested to allocate my funds better while maintaining my goal. I was surprised to learn that the recommendations that I had been getting from other advisors were skewed more because of their lack of understanding on how some of these products work than because of any differences in their earning potential. Prime Investor Service took the time to understand my needs and did not blindly try to sell any particular product. I now have better organized SIPs in place for all my family members. Prime Investor Service also went out of their way to help me sort out some operational and documentation difficulties that I had with father's investments. This personalized approach has impressed me, and I have complete confidence that my investments will soar in value over the next decade.

– Mr. Natarajan G

– GM, Clarion Cosmetics Private Limited

“... knowledge and patience in explaining in layman terms is outstanding...”

I work as the President HR of BGR Energy. While I have been investing my savings in various funds for many years now, it has not been because of any product knowledge that I had, but rather based on sales pitches from various banks and investment advisors. However, Prime Investor Service stood out for me from the very first meeting. Their intent was not to pitch any product, but to enhance my understanding and knowledge of the various investment options and on what I can do to make my portfolio better. For the first time, I had a clear idea on when to invest in what kind of investments. With my retirement around the corner, I plan on letting Prime Investor Service manage my pension funds. Their knowledge and their patience in explaining the investment options in layman terms is simply outstanding.

– Mr. Venkataraman S

– President HR, BGR Energy Systems Limited

“I have referred many of my family members and now they also invest through Prime Investor Service...”

I began investing with Prime Investor Service after they were recommended to me by a friend. When I met Mr. Prasanna, it became very clear why Prime Investor Service was recommended. He is friendly and professional at the same time and has a lot of knowledge on all investment options. My wife keeps quoting a favorite quote of hers - "You don't always need a plan. Sometimes you just need to breathe, trust, let go and see what happens". It applies so aptly to Prime Investor Service. Any day, I would totally trust them and let go of my financial worries as I know that they are there to always keep an eye on my finances and manage it for me and my family. I have referred many of my family members and now they also invest through Prime Investor Service.

– Mr. Shyam Narayan

– Director, Krishco Medical Products Private Limited

“... excellent advice which has enabled us to enjoy a worry-free lifestyle...”

I have known Prime Investor Service's CEO for almost 10 years now. Prasanna has been our financial advisor and a friend. He has given us excellent advice which has enabled us to enjoy a worry-free lifestyle. Thank you for the excellent service!

– Mr. Easwarkumar P

– Management Position in a Limited Company

“Impressed from the first day, and I am very glad with their communication, updates and their sharing of their analysis and reports...”

I met the team from Prime Investor Service through a friend of mine. I was impressed from the first day, and I am very glad with their communication, updates and their sharing of their analysis and reports in case we have doubts. I was sure after our first meeting, that I wanted Prime Investor Service to manage my investments. We now have the solid foundation to grow our wealth! I am really glad with where I'm heading. My financial plans are on track and my family feels secure. Good luck to the enthusiastic team!

– Mr. Suresh R

– South Zone Head Underwriter, Reliance General Insurance

“... impressed with the way they handled the subject, the investment advice for senior citizens... best suited to handle our investments effectively & efficiently...”

I am a retired bank executive and very conscious about my investments. I had the great opportunity to meet Mr. Prasanna of "Prime Investor Service" at a presentation in Coimbatore that I attended with my wife. We were very much impressed with the way they handled the subject, the investment advice in Mutual Funds segment especially for the senior citizens. We immediately felt that these are the persons we are looking for to care of our investments. We met Mr. Prasanna later & invited him for lunch at my house during his next visit to Coimbatore, which he readily obliged to. After detailed discussions myself & my wife were fully convinced that this team of "Prime Investor Service" is best suited to handle our investments effectively & efficiently. Now, we are proud that we are a part of the Prime Investor Service clientele & we are happy with the excellent service of the team.

– Mr. Sethumadhavan S

– Retired from Central Bank of India

“I got 'discretion' and 'passion'. Prasanna remembers my entire portfolio and even my PAN in his mind. That shows the care and the vibrant attitude...”

When I decided to relocate to India after my 16 years working in Middle East and Africa, I was approached by many financial advisors before I met the people from Prime Investor Service. It took all of ten minutes to realize that these people should be my advisors. Not many are as knowledgeable as this and when we are dealing with money and trusting someone to share our entire financial status, wealth, net worth etc, I wanted someone who can be knowledgeable, as well as discreet. I not only got that in Prime Investor Service, I also got 'passion'. Prasanna remembers my entire portfolio and even my PAN in his mind. That shows the care and the vibrant attitude for a client's relationship. I am impressed with the way they provide informative explanations every time I have a doubt. I particularly want to appreciate their sincere and straightforward investment philosophy that respects our wishes and future plans. Service like that is rare and worthy of many thanks!

– Mr. Alex Varghese

– Regional Manager - Key Account Management, Dart Global Logistics Private Limited

“Their professionalism and subject knowledge is excellent and they take the time in making sure we understand what we are investing in!”

My wife and I have both been investing our savings through Prime Investor Service. Their professionalism and subject knowledge is excellent and they take the time in making sure we understand what we are investing in! Thank you!

– Mr. Vignesh and Ms. Parvathi

– Director, Krishco Medical Products Private Limited

“... excellent support team has helped me many times with all investment and computer related queries...”

I am retired and settled in Coimbatore. I seldom use smart phone or even internet for that matter. Initially I was asking my children to help me use all the online platforms, but after few minutes of using Prime Investor Service's website, I found their investment platform very easy and friendly to operate without much hassles. Their support team is also excellent and has helped me many times with all investment and computer related queries. I immediately saw the benefit with their advice and services, and so far it has been helping me a lot.

– Ms. Peramu L

– Retired from BSNL

“... has ensured that the wealth transition to my legal heirs will be a smooth process...”

I am an 85 year old man with an incapacitated wife. My children are all settled in the USA and Europe. I had my investments managed by another company, when I met with the team at Prime Investor Service. I found that most of my investments were in long term equity and bonds. Prime Investor Service made me realize that it made no financial sense whatsoever. After all, what is an 85 year old man need with long term payoffs. With the guidance of the team, most of my investments have been gradually converted to shorter duration ones. Also, I was suggested to appoint my son as a nominee in all my investments. This is the kind of future planning I need right now and Prime Investor Service has ensured that the wealth transition to my legal heirs will be a smooth process.

– Mr. Rajashekar S J

– Retired

“I am very happy with the way they are managing my SIPs and I would personally recommend Prime Investor Service...”

I have known Prime Investor Service for almost a year, although they have been managing my investments for few months lesser than that. When my friend referred me, and they called me, I had been very busy and kept asking them to call back later. Patiently they also did, for almost two months until I found the time to sit with them. They proved to be a professional service provider from the onset. I am very happy with the way they are managing my SIPs and I would personally recommend Prime Investor Service to all my acquaintances.

– Ms. Shree Varshini K

– Senior Executive HR, L&T

“Now I have a complete family insurance and car insurance cover, a regular monthly SIP and few other investments with them...”

I am in to music and movies, and my schedules are highly erratic. In fact I took almost a month to write down this testimonial after Prime Investor Service asked me if I would write one for them. I kept saying no to their services initially because my earnings are not regular like a salaried employee, and I was not sure how much I can commit, or how sincerely I would save or invest. Most importantly I was not convinced that an advisor was required for me. All these turned upside down when Prime Investor Service approached me. Now I have a complete family insurance and car insurance cover, a regular monthly SIP and few other investments with them, which all are efficiently managed. I really have to thank them for repeatedly following up with me amidst my busy schedule. There have been times when our discussions have taken place at 11.00 PM and even Sundays, and they have always taken time to talk/ explain things to me and to meet me irrespective of day or time!

– Mr. Raghav

– Music Director (Tamil & Telugu Industry)

“It was only after their advice that I understood it is not easy to invest on my own and I would need the support of experts like them...”

Prime Investor Service's advisory solution is helping me in achieving my life's financial goals one after the other. They clearly understood my needs and then prepared a neat financial plan instead of randomly advising some investment product. Their investment solution and proposal had all the details and answers that any investor would seek. It was only after their advice that I understood it is not easy to invest on my own and I would need the support of experts like them. Their professional wealth managers and expert advice has been enhancing my investment portfolio and I look forward to have a long standing association with them.

– Mr. Alagesan Thasari

– Senior Director, Bombardier India

“ I like the competitive technology, ease of transacting, periodical restructuring, and interesting discussions about the markets...”

I have a good understanding of the dynamics of the markets. Still, I would say that the additional value from the Prime Investor Service team has proven to be very useful. Following the markets daily and spending the time for periodical restructuring has been impossible. They fill in that gap and their expert research calls has been a bit more profitable than earlier. I also like their competitive technology, ease of transacting and interesting discussions about the markets whenever we meet. Knowing the markets and the people involved, I can say that there are few honest and expert advisors like them.

– Mr. Sriram S

– Director, Seven Star Aircon Ancillaries Private Limited

“... subject knowledge, financial wisdom and integrity have helped us accomplish our financial goals...”

I want to thank Prasanna and Prime Investor Service for the advice you have given us in our financial planning. Your subject knowledge, financial wisdom and integrity have helped us accomplish our financial goals. Keep up the good work!

– Mr. Roy Samuel

– Managing Director, Swan Electricals

“... very easy to approach people, convenience of transacting, personalized solutions, user friendly online access, periodical market updates and reports...”

Prime Investor Service's advisory and support team has been very helpful to me and my family. For the last few years, I have been making my investments through them. Few things about them continues to impress me - they have very easy to approach people who can be reached any time, and since they work round the clock, it gives me the convenience of transacting from my home after my working hours. I also find their personalized solutions, user friendly online access, periodical market updates and reports very useful. They seem like a passionate group of youngsters wanting to make their mark in the industry and that means that, as their client, I am benefited the most! Good luck to the team!

– Mr. Pramodh Ravinder

– Area Manager RCU, Reliance General Insurance Company Limited

“Prime Investor Service has transformed the way we do investments... dynamic team and highly competent in their market knowledge...”

I have been using Prime Investor Service's Investment Advisory Services since 2017, and I have to say they have transformed the way we do investments. They provide real-time software access with detailed insight about the funds that we had invested in, which allows us to take quick decisions during turbulent markets times. They are very dynamic team and highly competent in their market knowledge.

– Mr. Sesha Sai S

– Sales Director, Simona India Private Limited

“What they do is truly 'service' not just because of how they treat their clients, but also in the true sense of the word...”

Sometimes some people make a lasting impression and one of those people is Prasanna of Prime Investor Service. In our first meeting, I was in awe of his knowledge about markets. Until then I thought I was a self taught expert. I also admire his respect for his clients and their time. I have met with Prasanna more than ten times, and 'never' once did he come late to our meeting. I have not seen anyone as punctual as him in India. He was also very patient when I rescheduled some of those meetings. I obviously was super impressed after few meetings, few investments and proven results. So after few months, I referred a friend of mine. He gave an ever better feedback, and one by one, almost a dozen friends of mine are now Prime Investor Service clients. Their efficiency and service has many times been our lunch conversation at office, as almost everyone knows about them now. What they do is truly 'service' not just because of how they treat their clients, but also in the true sense of the word as it is because of their sensible advice that most of my friends and colleagues are able to efficiently save and earn huge returns on our investments.

– Mr. Pushparaj G

– Department Manager - Treasury and Project Finance, L&T Infrastructure Development Projects Limited