BALRAM JHA, QPFP®| CFP® & Director– PRIME FINSOLVE PVT LTD

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BALRAM JHA, QPFP®| CFP® & Director– PRIME FINSOLVE PVT LTD

I want to help families achieve financial well-being, ensure they reach their life goals and be free from stress related to Money, and Health. This is my little way of making a positive difference in this country for my lifetime or till I am alive.

Hello, I’m BALRAM JHA, a Qualified Personal Finance Professional ® and dedicated mutual fund distributor, committed to guiding individuals and families toward their financial aspirations. With 20 years of experience in the financial industry, I bring a wealth of expertise and a passion for helping clients navigate the complexities of investing.

Being a QPFP® and Financial Distributor, I have embarked upon an ambitious plan to reach out to the common individuals both first-timers as well as existing investors by way of financial services, Literacy & Awareness. And educate them as an Informed Investor.

As a Qualified Personal Finance Professional, I understand that each client has unique financial goals, risk tolerances, and time horizons. My approach is centered on personalized service, where I take the time to listen attentively to my clients’ needs and aspirations. By gaining a deep understanding of their financial situation and objectives, I can tailor investment strategies that align with their goals and help them build wealth over the long term.

I believe in transparency, integrity, and putting my client’s interests first. Whether you’re planning for retirement, saving for your child’s education, or striving to achieve any other financial objective, I’m here to provide sound advice, comprehensive guidance, and ongoing support every step of the way.

Partner with me, and let’s embark on a journey toward financial success together.

OUR SERVICES ,

1. Financial Assessment
2. Retirement Assessment
3. Child Future Assessment
4. Risk Assessment
5. NRI Investments
6. Tax Assessment
7. Tax Return Filing