A new path to financial success
A single place for all your financial decisions.
PrimeInvestor is your first step to investment success. We conduct deep research and filter it through decades of experience to give you top-notch recommendations in stocks, mutual funds,ETFs and bonds. Plus a host of tools to keep your portfolio in top shape.
In short, everything that you need to grow your wealth! All you need to do is implement our ideas. Simply put, ‘We research, You profit’.
No commissions, no ads. 0% bias, 100% trustworthy.
Choose PrimeInvestor instead of
Distributors
Financial distributors have inherent bias towards the products they sell. Their primary loyalties lie with the financial industry, not you - the customer. PrimeInvestor serves only one interest - yours.
News Websites
News platforms are good at reporting current events, but not good at financial research or recommendations. They are not regulated by financial regulators nor do they hold themselves accountable. PrimeInvestor is well regulated and we hold ourselves accountable for all our research.
Brokerage Reports
The goal of brokerage reports is to make you trade and increase their bottom line. Their primary goal is to increase their wealth - not yours. On the contrary, PrimeInvestor charges a fixed fee for stellar research - with the only goal to make sure you gain and grow.
Bank Relationship Managers
Bank RMs push products to make sure they meet their targets and get their incentives. As simple as that. The “convenience” they provide could come at a huge cost to you, the investor. PrimeInvestor’s unbiased, high-quality recommendations, on the other hand, add huge value to your investments.
Long on experience; Strong on values.
We are a team of financial researchers and fintech experts. We have worked with numerous investors from across the country. We have seen multiple market cycles of boom and bust. We network with smart people and we are always seeking great ideas to make your investments better.
Values That Lead Us
Independence
Growing our customers’ wealth is our only priority. Nothing else matters.
High quality
We will dedicate all our expertise and experience to deliver data-driven research solutions in service of your investment needs.
Transparency
We will be transparent to our customers about our thought process, why we decide what we decide, and hold ourselves accountable for our decisions.
Customer-focus
Your financial success is our sole objective. Everything else is in service of this end goal.
Ready to achieve investment success? Start your free 7-day trial now!
No credit card or payment needed!
GopalaKrishna NarayanMoni
“PrimeInvestor is just the kind of tool/website a common man needs. The articles, tools and features cater to folks of all maturity levels, right from a novice investor to a seasoned investor. I am a big fan of the MF review tool or the nice write up on stock recommendations which is a hit almost 75-80% of the times. I extend my membership every year without blinking my eyes.
Money well spent! Please keep up this standard Srikanth and team!”
Prasanth Ethiraj
Their write-ups especially on Term Insurance & Mutual funds are indeed more valuable and makes our understanding much better.
Balaji V
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. There many tools available which are useful to use. The filters which are available for mutual funds are very unique, wide and no other website offers such a wide range.
Focused on
Managing Wealth.
Focused on
Managing Wealth.
At PrimeInvestor, we design and manage multi-asset portfolios grounded in research, risk control, and long-term thinking.
Our PMS is for investors who prefer process over noise and outcomes over narratives.
- SEBI REG. INP000009658
- 50,000+ PLATFORM USERS
- ₹60cr+ AUM
━ WHO WE ARE
A Full-Fledged Portfolio Management Service.
PrimeInvestor PMS is a SEBI-registered Portfolio Management Service — we hold full discretionary authority over the portfolios we manage. We are not a research platform, an advisory service, or a mutual fund distributor. We are a dedicated Portfolio Manager, responsible end-to-end for every investment decision we make on your behalf.
We built this on a foundation that most PMS firms don’t have: six years of unbiased research, 50,000+ investor relationships, and ₹11,000 crore in portfolios reviewed – giving us a depth of real-world insight that informs every portfolio we manage today.
SEBI-Registered Portfolio Manager
Reg. No. INP000009658. We are a discretionary PMS, backed by veterans with over 60 years of combined market experience.
Multi-Asset, Research-Driven Management
We manage across equities, debt, ETFs, and other instruments, calibrated to your risk profile.
Fixed Fee. Zero Conflicts.
No profit-sharing. No distributor commissions. No performance-linked incentives. A single, transparent fee — so our interests are always aligned with yours.
How We Went From
Research to Full Wealth Management
The PrimeInvestor Team
- Srikanth Meenakshi
- Vidya Bala
- Bhavana Acharya
- Aarati Krishnan
Jan 2020
Founded as SEBI Research Analyst
Launched with a mission to provide unbiased, conflict-free investment recommendations across mutual funds, stocks, ETFs, NPS, bonds, and insurance – building India’s most rigorous independent research platform.
2021–22
Industry-Leading Ratings & Research Tools
Developed proprietary MF, ETF, and stock rating frameworks. Built the most comprehensive DIY portfolio review toolset in India, trusted by a growing community of serious long-term investors.
2022–23
₹11,000 Crore in Portfolios Reviewed
Became the reference platform for structured portfolio guidance. Deep, real-world exposure to investor challenges across market cycles directly shaped the philosophy behind Prime PMS.
Oct 2025
SEBI PMS License & Full Launch
Obtained SEBI Portfolio Manager registration. Launched three distinct strategies – Prime Vision, Prime Synergy, and Prime Velocity. PrimeInvestor is now a fully operational, independent Portfolio Management Service.
The Principles Behind
Every Decision We Make
Investor Primacy
Every decision is evaluated through one lens: is this genuinely in the investor’s best interest? No commission or incentive can compromise that.
Radical Transparency
You always know where your portfolio is invested. We give you the rationale behind every portfolio action.
Downside Obsession
A 50% fall needs 100% to recover. Protecting capital in adverse markets is as central to our approach as growing it in bull cycles.
Evidence-Based Rigour
Every allocation is grounded in quantitative screening layered with qualitative judgement — never in market noise or narrative momentum.
Long-Term Patience
Wealth compounding is a long game. We’re structured to think across full market cycles, not to react to quarterly noise or short-term anxiety.
Aligned Partnership
Fixed fee. No profit-sharing. Our only incentive is to manage your money well. When your wealth compounds, the relationship deepens — that’s enough.
What Sets PrimeInvestor PMS Apart From the Rest
Most PMS firms are built on capital and distribution. We were built on research and investor trust — and that difference shows in how we think, what we charge, and how we manage.
01
Framework-driven investing
We rely on process, not personalities. Portfolio decisions are rooted in a structured framework, built using our managers’ 60+ years of collective experience. We ensure consistency and avoid a single manager’s bias.
02
Multi-Asset, Not Just Equities
Most traditional PMS firms manage single-asset equity portfolios. We manage across equities, debt, ETFs, and hybrid instruments — calibrated to the full picture of your risk and horizon, not a single asset class mandate.
03
No Profit-Sharing. No Performance Fee
Performance fees create an incentive to take more risk — the manager wins big on upside, but you bear the full downside. We charge a fixed fee only, aligning our interests entirely with long-term, risk-adjusted returns.
04
We Review Your Portfolio Before We Touch It
Before deploying a single rupee into any strategy, we conduct a thorough review of your existing holdings — understanding your actual exposure and risk before building anything new.
Minimum Investment: ₹50 Lakh
Deployable across one or more strategies — Prime Vision, Prime Synergy, or Prime Velocity — based on your risk profile and investment horizon.
Fixed
Annual Management Fee
3
Strategies
0%
Profit Share
The Founders Behind PrimeInvestor PMS
Four founders. Decades of combined experience in research, fintech, advisory, and wealth management. United by one belief — that investors deserve better than what the industry has traditionally offered.
Srikanth Meenakshi
Co-Founder
FinTech pioneer and co-founder of FundsIndia — India’s leading investment platform — which he ran for 11 years. Brings a rare balance of technology-first thinking and deep understanding of real investor needs. Holds a Masters in Computer Science from Oregon Graduate Institute and spent 15 years in financial services in the US.
Vidya Bala
Chief Investment Officer
Pioneer of India’s first robo-advisory platform. Two decades of equity and debt research expertise, directly guiding hundreds of investor portfolios through multiple market cycles. Architect of PrimeInvestor’s core research framework from day one.
Bhavana Acharya
Co-Founder
Expert in risk-adjusted portfolio construction and unbiased analytical frameworks. Architect of PrimeInvestor’s proprietary MF and ETF rating methodologies — now applied directly to portfolio construction, position sizing, and active downside management.
Aarati Krishnan
Head of Advisory
Led the portfolio division of one of India’s premier business newspapers for three decades. Renowned for deep macro expertise, multi-cycle market understanding, and a clarity of communication that shaped financial thinking for an entire generation of Indian investors.
What Every Investor Can Hold Us To
Not promises made at onboarding and forgotten. The standards we are accountable to, every single day.
Cost-Effective, Conflict-Free Management
Fixed AUM based management fee — among the most competitive in the industry. No performance fees, no profit-sharing, no hidden charges. The fee you see is the fee you pay.
Risk-Adjusted Returns, Not Just Returns
Our goal is never to maximise raw returns — it’s to maximise what you keep after accounting for risk. Downside containment is built in from day one, not added as an afterthought
Full Transparency in Every Action
Every portfolio change comes with a written rationale. You will always know what we hold, why we hold it, and what changed our thinking. No surprises. No silent shifts.
Disciplined Process Over Market Mood
Systematic, evidence-based frameworks at every step. Market euphoria and panic are the two biggest destroyers of wealth — our processes are built to neutralise both.
We Review Before We Manage
We start with your existing portfolio — because the best path forward always begins with an accurate, honest picture of where you stand today.
Trusted by Serious Long-Term Investors
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.
Abhilash
“For a non-compromising, investor-friendly approach — and not getting swayed by hype — this team is the real deal. Someone has to call a spade a spade.”
Manish Kumar
What a powerhouse team — arguably some of India’s most skilled and trustworthy personal finance experts. 15 years of following their insights has shaped my entire financial understanding.”
Sunil B.
READY TO BEGIN?
The First Step is
Always a Conversation.
Start with a comprehensive portfolio review or schedule a call with our team.
Minimum investment ₹50 lakh per PAN – deployable across one or more strategies.
SEBI Portfolio Manager • Reg. No. INP000009658
