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Business Owner | Primassure
I'm a >>

DOCTOR

We love To Work With You, BUSINESS OWNER!

Most BUSINESS OWNERS have neither a fixed income during their active years nor a pension plan for their retirement. They are so focused on their work that they often ignore their personal goals and tend to reinvest their earnings in the business rather than diversify their assets and spread the risk. The fact that there is no fixed age of retirement sometimes causes them to neglect succession planning or for that matter, even retirement planning. The Primassure Prestige Plan kicks off with an analysis of both the business and personal aspects of the business owner and recommends avenues accordingly, to realize the most lofty of goals.

Keep on scrolling...

To view some of the unique money challenges which most of the BUSINESS OWNER we’ve asociated with have identified or faced, and our approach and solutions which have helped them achieve their goals and growth.

Challenge 01

No time for planning. Money required for Expansion.

Solution

We plan and assist for loans, and also help differentiate between business success and personal wealth

Get in Touch

Challenge 02

Banks are always sitting on their heads for stock statements and EMIS of Term Loans are a headache.
Banks sell them too many products

solution

Protect the BO under the MWPA - the money is non-attachable, and the family assets are protected.
We understand the wallet share and plan accordingly.

Get in Touch

Challenge 03

Want to continue to go to work - but should have liquidity.
Want to sell out their business at some point in time.

solution

Prima-Pension helps. If it works , you get a sizeable amount. But this requires scaling up and most give up.

Get in Touch

Challenge 04

Children want to go abroad for higher study.

solution

We have the prima primary plan to create a fund for education

Get in Touch

Consultation

To schedule a complimentary one-hour consultation with Primassure LLP, please call (+91 98338-01134) or fill out the form below:

Do You Need a Financial Adviser?

This quiz should take you less than 5 minutes to complete and will help you decide if you should seek financial advice

Take Assessment

How Well is Your Financial Health Actually?

Get you score and powerful insights into the critical aspects of your financial health.

Take The Financial Health Assessment

Most BUSINESS OWNERS have neither a fixed income during their active years nor a pension plan for their retirement. They are so focused on their work that they often ignore their personal goals and tend to reinvest their earnings in the business rather than diversify their assets and spread the risk. The fact that there is no fixed age of retirement sometimes causes them to neglect succession planning or for that matter, even retirement planning. The Primassure Prestige Plan kicks off with an analysis of both the business and personal aspects of the business owner and recommends avenues accordingly, to realize the most lofty of goals.

Our Financial Planning Service Includes:

Consulting: Discussion and review of different areas as we advise and assist where needed.

Business Planning

  • Succession Planning
  • Continuity Planning
  • Benefits Planning
  • Business Retirement Plan -Design and Implementation

Tax:

  • Comprehensive Business Tax Planning (coordinated with your tax professional)
  • Tax savings (it should be an essential part of every business plan)- Individual

Other:

  • Retirement Plan Workshops for Staff
  • Key Person Compensation and Long-Term Reward Planning
  • Key Person Personal Financial Planning Services

Interested ?

If YES, Contact Us on info@primassure.in.

Get in Touch