Union Budget 2026–27: Markets, Sectors & Your Taxes
February 2, 2026
A Research-First PMS
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.
A Research-First PMS
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.
Before managing money, we review it.
Most PMS firms start with strategies. We start with your existing portfolio.
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.
Portfolio Value Reviewed
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Happy Clients Reviewed
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Our PMS 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.
Prime Synergy
Mutual funds + stocks
Blends mutual fund stability with focused stock exposures for alpha generation, with dynamic adjustments.
Prime Velocity
Stock Portfolio
Multicap, sector-agnostic portfolio that cherry-picks stocks with high growth potential.
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.
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.
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.
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 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.
How our fixed fee model works
Invested amount: ₹ 1 Crore | Annual return: ≈ 12%
The table above is for illustrative purposes only.
Latest Research Reports
What’s Changing at PrimeInvestor: Your Complete FAQ
January 30, 2026
Inside the House: Helios AMC
January 27, 2026
Trusted by Serious Long-Term Investors
Hear from investors who value research depth, clarity, and alignment of interests.
Frequently Asked Questions
Clear answers to common questions about our PMS service.
What is Portfolio Management Services (PMS)?
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.
How is PrimeInvestor PMS different from traditional PMS offerings?
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.
What is the minimum investment required for PMS?
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.
How does PrimeInvestor PMS manage risk?
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.
Can NRIs invest in PMS in India?
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.
