Your favourite researchers can now manage your money !
For years, we’ve helped investors cut through noise & build lasting wealth. Now, we bring that research depth to portfolio management with PrimeInvestor PMS – designed for resilience across market cycles.
Our PMS Strategies
A crafted blend of stocks, mutual funds & ETFs for consistent, risk-aware wealth creation.
Prime Vision
A mutual fund-based asset-allocated PMS for long-term wealth building, suiting different risk profiles.
Prime Synergy
A PMS blending stocks & MFs, dynamically adjusted to drive alpha while protecting downsides.
Prime Velocity
A stock-focused, multi-cap PMS that cherry-picks stocks with high growth potential across sectors.
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Get early access to our PMS!
Sign up now and avail an exclusive, special introductory fee.
What Sets Our PMS Apart
Wisdom meets wealth
Our approach is shaped by our experience in real market cycles, not theories built in spreadsheets. Our multi-layered decision-making & rigorous analysis mean your portfolios are closely monitored & adjusted as markets shift — never left to autopilot.
Risk management at the core
Our philosophy is centred on risk-adjusted returns. Protecting capital is as important as growing it! We control risk through phased deployment, calibrated sizing, and timely rebalancing — avoiding the costly mistakes common in high-beta PMS models.
Transparent & Fair Fees
Your wealth deserves intention, not salesmanship. We take no performance fees. No hidden costs. Our simple, competitive fee structure ensures advice aligned with your long-term wealth creation.
Multi-asset by design for real wealth
True wealth isn’t one-dimensional. We blend stocks, mutual funds, debt, & gold into portfolios designed to endure and prosper across market moods. We take care of every key decision — asset mix, market timing, security selection, and sizing — giving you the freedom to stay invested without second-guessing.
Strategies Designed Around You
We recognize that investors have varying needs based on where they are in life and what they’re investing for. Our distinct strategies are designed to match real-life needs — different life stages, risk appetites, and investment horizons. As your circumstances evolve, your strategy can evolve with you!
Meet the Minds Behind Our PMS
70+ years of battle-tested investing wisdom. We’ve seen the crashes, survived the bubbles, and learned what actually compounds wealth.
30+ years of expertise analysing India’s equity and debt markets, mutual funds, & macro economics.
Award-winning journalist formerly at The Hindu Business Line, known for deep insights and investor-focused transparency.
Has helped shape investor discourse and policy as a member of SEBI’s MF Advisory Committee.
Holds an ICMA and MBA Finance degree.
20+ years of expertise in investment research across equity and debt markets and investor advisory.
Former Head – Research at FundsIndia, building scalable investment solutions with a data-driven, investor-centric approach.
Rich experience in working directly with investors across the spectrum, solving real-world problems.
Chartered Accountant & MA in Economics
16+ years of research experience in mutual fund and equity research, and investor advisory
Former Deputy Head Research at FundsIndia, helping convert mutual fund research into investor portfolios.
Adept at providing structure to research and building transparent methodologies to analysing products in an unbiased manner.
Holds an MBA in Finance degree
Testimonials
Real experiences from investors who’ve seen the impact of our unbiased research recommendations.
Prasanth Ethiraj
Primeinvestor greatly helps in making my investment decisions in Stocks and Mutual Funds easier. It gives me great relief by simply choosing from their recommendations instead of getting confused by visiting various sites to choose the best quality funds.
Manish Kumar
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
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.
Frequently Asked Questions
As per SEBI regulations, the minimum investment for PMS is ₹50 lakh. But this amount need not be through a fresh infusion only. It can include your existing stocks and mutual fund holdings as well, which can transfer to your PrimeInvestor PMS account.
Yes, indeed! As PrimeInvestor subscriber, you will receive priority access before the PMS is opened to the wider public. Not just that, we have a special fee for our subscribers!
When we launch, you'll receive an email from your dedicated Wealth Advisor to schedule a meeting with you. Your Wealth Advisor will tell you all you would like to know about our PMS, review your portfolio, identify which strategy bets fits your requirements, and help you through the onboarding process.
