


Pritam Wealth & Risk Management a name you can trust. With an experience of more than 2 decades across finance sectors.
The Pritam Wealth & Risk Management service is a trustworthy name associated and affiliated with making investment decisions and multiplying the capital invested by the customer. We aim to achieve specific financial goals, which include mitigating risks (business/personal), building wealth, and reaching financial objectives. We help our clients in deciding, "How to minimize the risk efficiently and protect the wealth deposited by investors?"
We further help in identifying and assessing risks as a crucial part of a wealth management strategy and advise developing effective strategies to manage those risks.
Key Components of Pritam Wealth & Risk Management
- Financial Planning: CFP, budgeting, saving, investing
- Investment Strategies: Bonds, mutual funds, e-property, real estate
- Tax Planning: Minimizing tax burden
- Estate Planning: Wills, trusts, inheritance t
Risk Management
- Goal: Identify, assess, and mitigate risks.
- Key Strategies:
- Diversification: Spreading investments across different assets.
- Insurance: Protecting against unforeseen events by transferring risk through insurance.
- Hedging: Reducing risk through offsetting positions.
- Risk Tolerance: Understanding personal risk appetite.