Our Fund House Partners — 40+ AMCs Available
Your trusted partner for Mutual Fund Investing, SIF, PMS, AIF,
Term, Life & Health Insurance, and holistic Wealth Management.
From growing your wealth to protecting it — we cover every dimension of your financial life under one roof.
Expert guidance across all fund categories with goal-based portfolio construction and regular reviews.
Comprehensive health coverage from leading insurers, keeping you and your family protected.
Secure your family's future with the right life cover — from pure term to investment-linked plans.
Holistic financial planning integrating investments, insurance, and tax efficiency.
We prioritize your financial well-being. Every recommendation is aligned with your goals, not commissions.
Every recommendation is centered on your goals, not product commissions. We act as your trusted financial partners.
AMFI Registered Mutual Fund Distributor and IRDAI licensed insurance advisor with full regulatory compliance.
Dedicated advisor relationship. We know your portfolio, your family, and your dreams — not just your account number.
From onboarding to claim settlement — we're with you at every step for a seamless experience.
Comprehensive tools to help you plan your SIP, Retirement, Goals, and Loans, including our advanced Financial Freedom.
Tip: Diversified equity mutual funds in India have historically delivered 12–15% CAGR over long periods. Debt funds typically return 6–8%.
| Date | Amount (±) | Add/Del |
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Annualized Return
Note: Outflows (Investments) should be entered as negative values. Final portfolio value (Current Value) should be entered as a positive amount on today's date.
See how your investments can grow across different SIP durations and total investment horizons. Adjust the parameters and watch the matrix update instantly.
| Total Duration → ↓ SIP Period (Invested) |
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“You don’t need to invest forever.”
“Just invest early… and let time do the heavy lifting.”
We understand your financial goals, risk appetite, and current situation — completely free.
A custom financial plan covering investments, insurance, and tax optimization is created for you.
100% digital KYC and paperless setup. Start investing and get insured in minutes.
Monthly reviews, rebalancing, and proactive advice as your life and markets evolve.
"SRP Prime Wealth helped me start my SIP journey when I had no idea where to begin. Three years later, I have a solid portfolio and a health cover for my entire family."
"The team was incredibly patient explaining the difference between term and ULIP plans. I now have the right cover at the right premium. Highly recommended!"
"What I appreciate most is their transparency. No unnecessary products pushed. They genuinely understand what we need and suggest accordingly. True advisors."
Schedule a free consultation with our expert advisors. No commitment, no hidden fees.
Srijith Rajeev
AMFI Registration No.: ARN-122151
APRN Registration No.: APRN03629
AMFI Registered Mutual Fund Distributor + AMFI Registered SIF Distributor + APMI Registered PMS Distributor
IRDAI-certified insurance advisor
Founder & CEO
SRP Prime Wealth