Welcome to Premium Wealth
Simplifying Wealth, Securing Your Future
With 20+ years of industry experience, Premium Wealth offers ethical and personalized financial solutions. Trusted by 35+ families, we provide a wide range of services including Mutual Fund Advisory, Portfolio Management Services (PMS), Equity Broking, Insurance, Bonds and Corporate Fixed Deposit (FD), and Loans with a focus on transparency and long-term relationships.
20+
Years of Experience
About Us
20+ Years of Financial Expertise
Invest Right is a professionally managed financial services firm with 15+ years of experience, serving 1,000+ families across India. Associated with Chartered Accountants and highly qualified professionals, we specialize in mutual fund investments, insurance planning, tax-saving strategies, and comprehensive financial planning tailored to your life goals.
Personalized Planning
Expert-driven strategies tailored to your financial goals.
services
Expert finance & consult services for success
Why Choose Us
Why Clients Trust Us
20+ years of experience with a dedicated professional team.
Backed by over 20 years in financial services, we’ve assisted 35+ families with informed investment decisions.
Personalized Strategy
We offer need-based solutions aligned with your goals, risk profile, and financial objectives.
Tailor-Made Solutions
At Premium Wealth, we believe no two clients are the same — and neither are their financial journeys. That’s why we go beyond generic advice to craft personalized strategies that align with your goals, lifestyle, and aspirations.
Trustworthiness
At Premium Wealth, trust is our foundation. We go beyond advice to be your reliable financial partner — built on transparency, integrity, reliability, and confidentiality.
Client Confidentiality
Your trust is our most valuable asset. At Premium Wealth, we uphold the highest standards of confidentiality and data protection to ensure your financial information remains secure.
- Mutual Funds
- Insurance Planning
- Fixed Deposit (FD)
- Loans
Our Feature
Key features of our finance and consulting
Investment Calculator
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Financial Health Monitor
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Risk Assessment Tool
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Online Premium Payment
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Knowledge Hub
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Paperless Onboarding
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Our App
Top Features We Provide
Discover the powerful tools and features we offer to help you manage your investments, track your financial goals, and make informed decisions with ease.
Portfolio Analysis
Gain deep insights into your investment portfolio with detailed analytics, performance tracking, and risk assessment to optimize your returns.
Invest Online
Seamlessly invest in a wide range of mutual funds, stocks, and other financial products online with just a few clicks.
Goal Tracker
Set and monitor your financial goals, such as retirement or education savings, and stay on track with personalized recommendations.
Online KYC
Seamless Online KYC , Verify your identity digitally and begin your investment journey in minutes.
Key Highlights
Trusted for Personalized Financial Guidance
Backed by over 20 years of experience, we deliver goal-based financial solutions with a focus on ethics, suitability, and long-term client relationships.
20+
Years of Experience
35+
Families Served
100%
Commitment to Clients
- AMFI-registered mutual fund distributor
- Insurance planning solutions
What We Do
Empowering Your Financial Journey
At Premium Wealth, we offer client-centric investment solutions tailored to your life goals. Our approach emphasizes suitability, transparency, and long-term value.
- Tailored Wealth Strategies
- Insurance planning
- Risk Profiling & Asset Allocation
- Loans
20+
Years of Client-Centric Advisory
How It Works
A Guided Process Toward Financial Well-being
Our process is simple, transparent, and centered around your goals—starting with a conversation and evolving into a tailored financial strategy.
Step 01
Understand Your Profile and Goals
We begin with a detailed discussion to understand your financial priorities, life stage, and comfort with risk.
01
Step 02
Suggest Suitable Solutions
Based on your needs and risk profile, we suggest mutual fund schemes and other financial products aligned with your goals.
02
Step 03
Implement & Monitor
After implementation, we keep track of your investments and periodically review them to ensure they stay in sync with your evolving goals.
03
FundPerformers
Discover Consistently Tracked Funds Backed by Data
Stay informed with top-performing mutual fund schemes based on historical data. No recommendations are implied.
BSE Data
Sensex Data from Inception to Present Date: A Comprehensive Overview
No fund data available
Power Of Sip
Systematic Investment Plan
Monthly investment (₹)
Time period (Year)
Expected Return (%)
Popular Mutual Fund Schemes
Browse select funds tracked for consistency and market presence. No recommendations implied.
No fund data available
faqs
Your most frequently asked questions answered
1000+ Client 5.0 (2250 Reviews)
300+
At Premium Wealth, we don’t just recommend products—we build portfolios aligned with your life goals...
Client Impressions
What People Say About Us
We’re committed to building lasting relationships through transparency, insightful advice, and solutions tailored to your financial journey. Here‘s what some of our early clients are saying.
Premium Wealth has transformed the way I manage my finances. Their mutual fund advisory helped me plan for my children’s education with confidence. Truly professional and trustworthy.
I was new to investing, but the team guided me step-by-step. Their PMS and insurance planning gave me peace of mind. I highly recommend them to anyone seeking long-term financial stability
I appreciate their transparency and in-depth market knowledge. Thanks to their bond and FD recommendations, I’ve built a steady income stream without stress.
Premium Wealth has been my financial partner for over a decade. Their customized service and ethical advice have helped me live a secure and dignified retired life.
