Mutual Fund Distribution

Nexus Prime Wealth offers a comprehensive mutual fund distribution service, partnering with top asset management companies to provide clients access to a wide variety of mutual fund options, including equity, debt, hybrid, and sector-specific funds. Key features include:

• Diverse Portfolio Options: Access to a range of mutual funds tailored to various risk appetites.
• Expert Guidance: Personalized advice to help clients choose funds aligned with their goals.
• Seamless Transactions: A hassle-free investment process designed for efficiency.
• Regular Portfolio Review: Continuous monitoring and rebalancing to ensure optimal asset allocation.

Online Trading

Nexus Prime Wealth provides a state-of-the-art online trading platform, designed for both novice and experienced traders. The platform offers:

• User-Friendly Interface: Intuitive navigation for ease of use.
• Real-Time Data: Access to live market data to make informed decisions.
• Advanced Tools: Analytics and trading tools to execute trades efficiently.
• Security: Robust encryption and security measures to protect client data and transactions.

Stock Market Trading & Commodities F&O Derivatives

Nexus Prime Wealth also offers brokerage services for stock market trading in India, including commodities and Futures & Options (F&O) derivatives. Our services include:

• Equity Trading: Access to Indian stock exchanges (NSE and BSE).
• Commodities Trading: Trade a variety of commodities, including metals, energy, and agriculture.
• Futures & Options (F&O) Trading: Hedge risks or speculate using derivative instruments.
• Comprehensive Research: Detailed market research and technical analysis to inform trading strategies.

Global Expertise and Client-Centric Services

Nexus Prime Wealth offers access to both domestic and international markets, supported by cutting-edge technology and a dedicated team of seasoned financial advisors. Our client-first approach ensures personalized, transparent, and reliable service tailored to each client’s financial needs.

Tax Planning through Investments

At Nexus Prime Wealth, we help clients minimize their tax liabilities while growing their wealth through strategic investments. Key tax-efficient investment options include:

Tax Planning through Insurance

• Life Insurance Premiums (Section 80C): Deductions for premiums paid up to ₹1.5 lakh per year.
• Maturity and Death Benefits (Section 10(10D)): Tax-free maturity proceeds under certain conditions.
• Health Insurance (Section 80D): Deductions up to ₹50,000 for health insurance premiums, including senior citizens.

Equity-Linked Savings Schemes (ELSS)

• Section 80C Deductions: Investments in ELSS qualify for deductions up to ₹1.5 lakh.
• Three-Year Lock-In Period: The shortest lock-in among tax-saving investments, encouraging disciplined long-term investing.

Insurance for Legacy Planning & Life Cover

Nexus Prime Wealth also provides insurance solutions that are integral to legacy planning and life cover. These include:

Life Insurance for Wealth Transfer & Financial Security

• Term Insurance: Affordable coverage that provides a lump sum payout in the event of death during the policy term.
• Whole Life Insurance: Provides lifelong coverage with savings components.
• Unit-Linked Insurance Plans (ULIPs): Combine investment and life cover with the flexibility to invest in equity or debt.
• Nominee Designation: Ensure that life insurance payouts are passed directly to the nominee, avoiding legal hurdles.

International Insurance Solutions

• Trust-Based Life Insurance: Protect your wealth from estate taxes in international markets.
• Cross-Border Wealth Transfer: For individuals with assets in multiple countries, international insurance can ensure smooth wealth transfer across borders.

Comprehensive General Insurance Services

Nexus Prime Wealth provides a variety of general insurance products to protect against non-life risks:

• Motor Insurance: Covers vehicle damage and third-party liabilities.
• Fire Insurance: Protects property from fire, natural disasters, and other risks.
• Professional Indemnity Insurance: Provides protection against claims of errors, negligence, or omissions in professional services.
• Travel Insurance: Covers medical emergencies, trip cancellations, and lost baggage during travel.
• Trade Credit Insurance: Protects businesses from non-payment of trade-related debts.
• Medical Insurance: Individual and group health insurance plans covering hospitalization, pre- and post-hospitalization, and more.