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.
Download Our PMS Presentation
- Download Our PMS Presentation
Schedule a call with us
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
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.
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!
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.
A PMS built for every dimension of your wealth
Built for investors who’ve moved beyond the ordinary, our multi-asset PMS spans mutual funds, stocks, debt, and gold. PrimeInvestor PMS gives you three distinct strategies calibrated to your risk appetite and horizon.
Our PMS Strategies
From conservative multi-asset to pure equity compounding, find your fit.
Strategy 01
Prime Vision
Risk-calibrated MF strategy
MF
Type
60–80%
Equity
- Three variants with different risk profiles
- Asset-allocated + timely rebalancing
- Core-satellite blend balancing stability & alpha
- Conflict-free selection in direct plans
Strategy 02
Prime Synergy
Dynamic MF + Stock Blend
MF + Stocks
Type
Dynamic
Allocation
1.15%
p.a.
- Dual levers: equity-debt & stocks-MF mix
- Stocks ignored by MF managers for alpha
- Debt, gold & alternatives for protection
- Market-responsive allocations
Strategy 03
Prime Velocity
Pure Equity Compounding
Stocks
Type
Dynamic
Allocation
1.55%
p.a.
- Quality compounders across marketcaps
- Bottom-up stock selection
- Core-satellite build for consistent returns
- Active defence to protect downsides
A Conversation Before Any Commitment.
fully deployed portfolio — at your pace, on your terms.
STEP 01
Schedule a Discovery Call
Request a free 30-minute call with our investment team, at a time that works for you.
STEP 02
Understand Your Goals
We listen first. We assess your goals, existing portfolio & risk comfort, before suggesting anything.
STEP 03
PMS Suitability Discussion
We assess whether PMS is right for you — and which of the three strategies fits best. Honest assessment, even if PMS isn’t the right fit.
STEP 04
Onboarding & Deployment
Complete KYC, link your accounts, and execute agreements. Portfolio is deployed and gradually aligned to your chosen strategy.
Our Investment Philosophy
We believe wealth is built through disciplined asset allocation, downside protection, and active management —
not passive holding. Process builds returns; emotions often destroy them.
Asset Allocation Drives Returns
Request a free 30-minute call with our investment team. No forms, no pressure — just a time that works for you.
Downside Protection is Wealth Creation
Managing losses is key to long-term compounding. We actively defend portfolios during drawdowns through asset allocation, sector limits, and defensive positioning.
Active Management, Not Passive Holding
“Buy and hold” doesn’t mean “buy and forget.” We continuously monitor holdings, revisit decisions as markets evolve, and rebalance with clear rationale.
Active Lookout for Opportunities
We regularly review portfolios and adapt as opportunities arise or conditions change — ensuring your investments remain aligned and well-positioned.
How We Build & Manage Your Portfolio
your profile to transparent ongoing management.
Every step is documented and accountable.
Profile Assessment
We evaluate your investment timeline, risk capacity, financial goals, and prior experience through a structured 30-minute conversation. We listen first — no product pitches before understanding your needs.
Strategy Recommendation
Based on your profile, we recommend the most suitable strategy — Prime Vision, Prime Synergy, or Prime Velocity. We explain the rationale clearly and answer all questions before any commitment.
Portfolio Construction
Capital is initially deployed in a liquid strategy at zero fee, then phased into your selected strategy based on market conditions — helping manage timing risk.
Ongoing Monitoring & Rebalancing
Every holding is tracked against its original thesis. We rebalance strategically, act on opportunities, and exit when fundamentals change — not on price movement alone.
Reporting & Communication
Monthly performance reports and transaction updates. Quarterly reviews with your fund manager. Annual performance review covering attribution, benchmarks, and forward strategy. Real-time access via custodian portal.
Experience-Led Investment Management
Three veteran investors with nearly 7 decades of combined experience — from institutional research to robo-advisory to
portfolio management. Not salespeople. Not intermediaries. Researchers who manage money.
Vidya Bala
Principal Officer
Built India’s first robo-advisory. Managed hundreds of portfolios. 20+ years of institutional investment research across equity and mutual funds, known for long-term conviction-based calls and deep understanding of direct plan fund selection.
Bhavana Acharya
Fund Manager
16+ years of expertise in risk-adjusted returns and strategic portfolio construction. Leads earnings quality assessment, sector deep-dives, and investment thesis documentation — ensuring every holding in the portfolio earns its place.
Aarati Krishnan
Head of Advisory
Led the portfolio division of a premier Indian business newspaper for over two decades. 30+ years of multi-cycle expertise in equity markets and macroeconomics — with rare depth in how markets behave across business cycles, recessions, and recoveries.
From Our Research Desk
Insights, analysis, and perspectives from the PrimeInvestor team — helping you understand markets, funds, and the thinking behind our strategies.
PrimeInvestor Raises Funding from Rainmatter to Scale Portfolio Management Services
Prime Review: A stock that is a proxy play on infrastructure
India’s infrastructure push is creating a strong tailwind for construction equipment companies.
Prime Macros: Debt outlook – not yet time for long-term bonds
Is it really time to lock into long-term debt or is the market getting ahead of itself?
Ready to start a
real conversation?
We respond within 2 business days. Free, no-obligation, and focused entirely on whether we’re the right fit. All information shared remains strictly confidential. Special introductory fee available for early investors.
Frequently Asked Questions
Informed investors make better long-term partners.
If your question isn’t here, reach out directly.
What is Portfolio Management Services (PMS) ?
Portfolio Management Services (PMS) is a professional investment service where experienced fund managers manage a customised portfolio of stocks on your behalf. Unlike mutual funds, PMS offers direct ownership of stocks and personalised strategies based on your financial goals, risk appetite, and investment horizon.
What is the minimum investment required for PMS in India?
As per SEBI regulations, the minimum investment for Portfolio Management Services in India is ₹50 lakh. This threshold ensures that PMS is typically suited for high-net-worth individuals (HNIs) looking for personalised portfolio management and direct equity exposure.
Who should invest in Portfolio Management Services?
PMS is ideal for:
- Investors with ₹50 lakh or more to invest
- Those seeking customised portfolio strategies
- Individuals who prefer expert-driven decision-making over DIY investing
- Investors looking for concentrated, high-conviction portfolios
If you want more control, transparency, and tailored strategies, PMS can be a strong alternative to traditional investments.
What are the types of Portfolio Management Services in India?
There are three main types of PMS in India:
- Discretionary PMS: The fund manager takes all investment decisions on your behalf
- Non-discretionary PMS: The manager suggests ideas, but execution requires your approval
- Advisory PMS: Only investment advice is provided; execution is done by the investor
Most investors prefer discretionary PMS for a hands-off, expert-driven approach.
What makes Prime PMS different from traditional portfolio management services?
Prime PMS differs from traditional portfolio management services by offering a multi-asset investment approach instead of focusing only on stocks.
While most PMS strategies in India are equity-heavy and high risk, Prime PMS includes:
- Mutual funds
- Direct equities
- ETFs
- Debt and gold
This diversified structure helps reduce volatility and build a more balanced portfolio suited for long-term investors.
Which PMS strategy is right for me – Vision, Synergy, or Velocity?
The right PMS strategy depends on your risk appetite and investment goals:
- Vision PMS (3–7 years): Suitable for investors seeking stability through structured asset allocation
- Synergy PMS (5–7 years): Ideal for balanced exposure across equity and debt
- Velocity PMS (4+ years): Designed for high-risk investors seeking higher long-term equity returns
Choosing the right portfolio management service strategy is best done based on your time horizon and risk tolerance.
What are the fees for Prime Portfolio Management Services?
Prime PMS follows a transparent fee structure with no profit sharing or hidden charges.
- Vision PMS: 0.75% annual fee
- Synergy PMS: 1.15% annual fee
- Velocity PMS: 1.55% annual fee
Exit load:
- 1% if withdrawn within 1 year
- 0.5% if withdrawn within 2 years
This structure is designed to be competitive among PMS providers in India while keeping costs predictable.
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