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A Research-First Portfolio Management

MFs, stocks, or both — choose your path to superior returns with expert management. From asset mix to sizing, we handle the decisions to build you portfolios that endure across changing markets.

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PMS Hero
    Stocks. Mutual Funds.
    Your pick, Our Expertise.
    Our Portfolios
    Stock
    Portfolio

    High-conviction
    direct equities

    Mutual Fund
    Portfolio

    Built to last across
    market cycles

    Blended
    Portfolio

    Stocks and funds,
    seamlessly combined

    One research engine. Three strategies.
    SEBI Registered PMS Your Wealth.
    Our Research.
    Proprietary QQM research framework
    Disciplined portfolio design
    Dynamic risk management

    A Research-First Portfolio Management

      Stocks. Mutual Funds.
      Your pick, Our Expertise.

      Our Portfolios
      📊

      Stock
      Portfolio

      High-conviction
      direct equities

      📈

      Mutual Fund
      Portfolio

      Built to last across
      market cycles

      ⚡

      Blended
      Portfolio

      Stocks and funds,
      seamlessly combined

      One research engine. Three strategies.
      SEBI Registered PMS

      Your Wealth.
      Our Research.

      Proprietary QQM research framework

      Disciplined portfolio design

      Dynamic risk management

      MFs, stocks, or both — choose your path to superior returns with expert management. From asset mix to sizing, we handle the decisions to build you portfolios that endure across changing markets.

      Schedule call
      Explore strategies
      Schedule a call
      Explore our strategies

      Built on Research. Evolved into PMS.

      Before managing money, we review it.

      Most PMS firms start with strategies. We start with your existing portfolio.

      Sample portfolio dashboard showing stock and mutual fund holdings, invested values, portfolio scores of 85 and 45, and buy and sell recommendations

      Review of Stocks & Mutual Funds

      Comprehensive analysis of all your holdings across asset classes.

      Overlap, concentration & risk analysis

      Identify hidden risks and concentration across your portfolio.

      Clear Buy / Hold / Sell calls 

      Actionable recommendations based on our research framework.

      Watch Demo
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      Review your portfolio
      Watch a Demo
      Portfolio Value Reviewed
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      Portfolio Value Reviewed
      0 Cr+
      Happy Clients Reviewed
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      Happy Clients Reviewed
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      Our Portfolio Management Strategies

      Each strategy is built on rigorous research and disciplined portfolio construction.

      Prime Vision

      Mutual Funds & ETFs

      Asset-allocated, smartly-diversified portfolios for long-term wealth, suiting different risk profiles.

      Know More →

      Prime Synergy

      Mutual funds + stocks

      Blends mutual fund stability with focused stock exposures for alpha generation, with dynamic adjustments.

      Know More →

      Prime Velocity

      Stock Portfolio

      Multicap, sector-agnostic portfolio that cherry-picks stocks with high growth potential.

      Know More →
      Download Our Presentation

      The Experience Driving our PMS

      60+ years of battle-tested investing wisdom. We’ve seen the crashes, survived the bubbles, and learned what actually compounds wealth.

      Vidya Bala 

      20+ years of expertise in investment research across equity and debt markets. Rich experience in working directly with investors across the spectrum, solving real-world problems.

      Bhavana Acharya

      16+ years of research experience in mutual fund and equity research, and investor advisory. Adept at building transparent methodologies to analyse products in an unbiased manner.

      Aarati Krishnan

      30+ years of expertise analysing India’s equity and debt markets, mutual funds, & macro economics. Known for investor-focused transparency & deep insights on markets.

      Talk to an Expert

      Why We're Different from a Typical PMS

      We’re not yet another stock-picking PMS. We’re built to address real wealth goals, not just chase returns.

      Traditional PMS

      • High Risk
      • Focused only on stocks
      • Single asset class exposure
      • Best used for high-risk
        allocations only

      Prime PMS

      • Options across risk profiles
      • Multi-product using MFs, stocks, ETFs & bonds
      • Diversified across equity, debt & gold
      • Serves as a core, holistic wealth solution

      Simple, Fair Pricing. No Performance Fees.

      Transparent portfolio management fee structure that aligns our interests with yours.

      • Fixed management fee

      Fixed AUM-based fee keeps costs clear, predictable and fair. No fine print!

      • No performance fee

      No additional fees on profits earned. Returns are yours to keep! 

      • Competitive rates

      Reasonably priced management fees, compared to most PMS offerings

      • Aligned interests

      Simple, competitive fee structure ensures advice aligned with your long-term wealth creation. 

      PMS Fees Illustration

      Latest Research Reports

      See All Reports ➞
      See All Reports

      Trusted by Serious Long-Term Investors

      Hear from investors who value research depth, clarity, and alignment of interests.

      Abhilash

      4.8/5

      There is a significant difference between simply replying and truly responding. Your team consistently responds — and that matters a lot to me. I have the assurance that my capital is in capable hands with the right expertise guiding it.

      Manish Kumar

      4.5/5

      Bravo ! For a non-compromising and investor-friendly approach, and not getting swayed by hype.There is so much garbage out there – someone has to call a spade a spade.

      Sunil B

      4.7/5

      What a powerhouse team! This team, arguably, truly represents some of India’s most skilled and trustworthy personal finance experts. Following their insights for over 15 years has greatly helped enhance my understanding of finance.

      Balaji V

      4.5/5

      There are many firms which gives advise, I find PrimeInvestor to be more balanced , simple and authentic. They cover a wide range of product for retail investors Stock MF Bonds etc

      Frequently Asked Questions

      Clear answers to common questions about our PMS service.

      Portfolio Management Services (PMS) is a professionally managed investment solution where your portfolio is actively managed by experienced fund managers based on your risk profile, goals, and investment horizon. Unlike mutual funds, PMS offers personalised portfolios and higher flexibility in asset allocation and security selection.

      Most traditional PMS products focus only on stocks and carry high risk. PrimeInvestor PMS is designed as a core wealth solution, using a multi-asset approach across equities, debt, gold, mutual funds, ETFs, and stocks—depending on the chosen strategy. The focus is on risk-adjusted returns, downside protection, and disciplined asset allocation rather than aggressive stock bets alone.

      The minimum investment for PrimeInvestor PMS is ₹50 lakh per PAN, as mandated by SEBI. This amount can be deployed across one or more strategies based on suitability and diversification needs.

      Risk management is central to the PMS framework. This is achieved through:

      • Strategic asset allocation across asset classes

      • Controlled position sizing

      • Active monitoring and rebalancing

      • Defensive allocations during expensive market conditions

      The focus is on containing losses, as avoiding deep drawdowns is critical for long-term wealth creation.

      Yes. NRIs with a valid full KYC and an Indian demat account can invest in PMS through appropriate NRE/NRO accounts, subject to regulatory compliance and documentation.

      Try it Now

      Ready to move from advice to execution?

      Start with a comprehensive portfolio review or schedule a conversation with our team.

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      Note: ₹50 lakh is the SEBI mandated minimum for PMS Investments. This can include fresh investments and / or transfer of your existing stock & mutual fund holdings.

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