SEBI Registered
PMS License
₹11,500+ Crore
Portfolio Reviewed
100% Secure
& Confidential
Who Should Take This Review?
This free analysis is designed for serious investors who want to maximize their wealth
Portfolio Size ₹25L+
You have a substantial mutual fund portfolio that deserves professional attention
Performance Concerns
You’re unsure if your portfolio is positioned to deliver market-plus returns
Multiple Schemes (5+)
You’re invested across multiple funds and want to ensure proper diversification
Wealth Management Interest
You’re open to professional guidance and want to explore options
💡 Not sure if this applies to you? Take a portfolio review anyway to understand your current position !
1️⃣ Import Holdings
Enter your PAN & mobile, verify with OTP, and generate a QR code to securely fetch all your mutual fund holdings.
2️⃣ See a snapshot
Know the total returns your portfolio has generated. Understand the equity & debt your portfolio has, market cap, stock & sector breakdown, credit quality & more.
3️⃣ Review Portfolio
Select your funds, enter your risk & time frame.
Hit “Review” for a 5-dimension analysis of your portfolio’s risk, quality, cost, performance, & concentration.
4️⃣ Talk to our advisor
Book a complimentary 30-45 minute consultation with our wealth advisors to discuss your portfolio & explore wealth management options.
How Does It Work?
Mutual Fund Portfolio Review uses just your PAN & mobile number to fetch all your fund holdings. No uploads required! Our research-built algorithm analyses your portfolio to give you actionable insights.
Why PrimeInvestor PMS ?
SEBI- Registered PMS
Full regulatory compilance and investor protection
Proven Track Record
Veteran Managers Run by experts with 60+ years of collective market experience
Personalized Strategy
Adaptive Allocation Multi-asset strategies to fit different risk profiles & requirements
Institutional Research
Deep fundamental analysis and proprietary research
Your Portfolio Deserves Professional Oversight
Most investors don’t realize their mutual fund portfolios suffer from critical issues that are quietly eroding their wealth.
False Diversification
Holding funds with high portfolio overlaps, leading to duplication & unintended concentration.
High Expense Ratios
Paying 1–2% extra in fees compounds to lakhs lost over time. Many investors don’t know they’re overpaying.
Poor Asset Allocation
Too much equity during market peaks or too much debt during growth phases results in sub-optimal returns.
Underperforming Funds
Ignoring underperformers in your portfolio creates a large dent in your wealth if left unattended over a long time.
Institutional-Grade Analysis. Decades of Market Experience.
This isn’t a robo-advisor. This is real expertise.
Every Day Without Optimization Costs You Money
Opportunity cost from suboptimal asset allocation Losses from unnecessary risk and underperforming funds
No credit card required.
Frequently asked
Questions
What is the Mutual Fund Portfolio Review ?
The Mutual Fund Portfolio Review tool is a structured, self-serve tool that helps you analyse and understand your mutual fund portfolio in one place, regardless of where your investments are held.
It provides a 360-degree assessment of your portfolio’s allocation, risk profile, costs, and fund quality. The review highlights whether your asset allocation and risk exposure are aligned with your stated risk level and investment time frame, and flags areas such as concentration, fund overlap, and excessive number of holdings.
Can a mutual fund portfolio tracker provide advice on my portfolio?
The Mutual Fund Portfolio Tracker provides structured, research-backed guidance to help you review your portfolio, including asset allocation ranges, risk assessment, and Buy / Hold / Sell labels based on our internal research framework.
It does not manage or execute investments. Investors seeking personalised advice, execution, and ongoing portfolio management can access this through PrimeInvestor’s Portfolio Management Service (PMS), where portfolios are actively managed by a dedicated investment team.
How do I fetch my funds?
Enter your PAN and mobile number, verify with the OTP sent to you, and generate a QR code to securely fetch all your mutual fund holdings directly from RTAs — irrespective of where they are held. Once fetched, you can return anytime to view and review your portfolio.
Why do you need my PAN and phone number?
Your PAN and phone are collected to obtain your mutual fund holdings from the RTAs. The information procured will be used solely for analysis purposes and to provide insightful information about your portfolio to you. We do not share your information with any third party, unless required to do so by government agencies or market regulators.
How many PANs can I add in a Mutual Fund Portfolio Review?
You can view and review mutual fund holdings for up to 2 PANs. The fund and portfolio information provided in Mutual Fund Portfolio Review will be available for additional PANs as well. You can review the holdings of these PANs individually or together, if you prefer.
How frequently can I refresh my data?
Registered PrimeInvestor users can refresh their portfolio data once every quarter.
Clients onboarded to PrimeInvestor’s Portfolio Management Service (PMS) can refresh their data as often as required, with continuous access to up-to-date portfolio information as part of ongoing portfolio management.
Can PrimeInvestor make changes to my mutual fund portfolio?
Absolutely not. By using Mutual Fund Portfolio Review, you are only letting us fetch your data from multiple places and analyse it to provide actionable insights about your portfolio. We cannot act or transact on your behalf in any way.
If you opt to invest in PrimeInvestor’s PMS, however, your mutual fund portfolio will be actively managed by our dedicated investment team under a discretionary mandate.
This includes end-to-end responsibility for:
- Portfolio construction and asset allocation
- Fund selection and replacement
- Periodic rebalancing based on market conditions and portfolio needs
- Ongoing monitoring of risk, costs, and performance
Once you are onboard to PMS, investment decisions and portfolio actions are taken by the PMS team in line with the chosen strategy and regulatory framework. This ensures disciplined execution, consistency, and timely portfolio management.
PMS is designed for investors who prefer professional, ongoing management rather than making portfolio decisions themselves.
