Are you a financial professional, CA, or business owner? Let's build something great together.
Whether you're a CA, lawyer, HR professional, or a business owner with a network — partnering with Prominent Investor lets you add genuine value to your clients by connecting them with expert financial guidance.
We handle the advisory, planning, and execution. You get a trusted resource to refer, and your clients get a service they'll thank you for.
Refer your clients or network to us. We take care of everything — and your clients get world-class financial guidance.
Work alongside us on joint clients where financial planning intersects with your core expertise (e.g. CA + MFD).
Offer employee financial wellness programs to your organisation, powered by Prominent Investor.