Mutual Funds

we help you make your money work smarter through strategic mutual fund investments. Our approach blends data-driven insights, market intelligence, and personalized advisory to create portfolios that grow with your goals. We don’t just pick funds — we design growth journeys, balancing performance, risk, and opportunity. Whether you seek steady returns, wealth creation, or long-term security, we help you invest with clarity, confidence, and consistency.

Insurance

our experience with industry giants in Life, Health, and General Insurance gives us deep insight into how protection truly works. We help clients choose the right coverage, ensuring their families, assets, and futures are financially secure. From life protection to health coverage and specialized insurance needs, our expertise ensures smart, transparent, and personalized solutions that safeguard what matters most.

SIP

we believe wealth isn’t built overnight — it’s grown systematically. Through Systematic Investment Plans (SIPs), we help clients invest regularly, benefit from market discipline, and create lasting financial growth.Our experts curate personalized SIP portfolios aligned to your goals — whether it’s wealth creation, education planning, or financial independence. With smart fund selection, consistent tracking, and long-term strategy, Prism turns small investments into big possibilities.

Financial Planning

Our approach blends deep market understanding with personalized strategies to help you plan, protect, and grow your wealth. From budgeting and goal-based planning to investment, insurance, and retirement strategies, we create a roadmap that aligns with your life goals. With Prism Privy, you don’t just plan finances — you build financial confidence, clarity, and control for every stage of life.

Goal Planning

we understand that every financial journey is unique — driven by dreams like retirement security, your child’s education, owning a home, or investing in real estate. Our objective is to create personalized goal plans that bring structure, clarity, and direction to your aspirations. Through careful analysis of income, expenses, risk profile, and timelines, we design strategies that help you achieve life goals with confidence and financial balance.

TAX & Estate Planning

we help clients preserve and protect their wealth through smart, compliant, and forward-looking Tax and Estate Planning strategies. Our experts work closely with clients to optimize tax efficiency, ensuring every investment and financial decision contributes to long-term wealth creation. Through effective estate planning, we help structure assets and succession plans to ensure a smooth transition of wealth across generations — with clarity, control, and peace of mind.

Investment Advisory

we believe successful investing begins with clarity, discipline, and a deep understanding of our clients’ goals. Our Investment Advisory services are designed to help you build, manage, and grow your wealth through well-researched and strategically diversified portfolios. We combine market intelligence, risk analysis, and personalized advisory to create investment solutions that deliver long-term value — across equities, mutual funds, fixed income, and alternative assets.

Family Office

Our Family Office services are built on trust, discretion, and holistic financial stewardship. We partner with families to manage their investments, assets, taxation, succession planning, philanthropy, and governance, all under one integrated framework. By combining strategic insight with personalized attention, we ensure that your family’s wealth is protected, purpose-driven, and future-ready.