Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios, strategy, market scenario and much more. Here’s what we aim for, in Prime Funds: To have a range of investment styles. This is important, because as we have stressed many […]
Quarterly review – changes in Prime Funds, our fund recommendations Read More »
In this second part to our review cycle updates, we’re discussing changes we have made in our mutual fund review tool. In this tool, we give our call on funds – buy, sell, or hold. You can use this tool when reviewing your mutual fund portfolio or for funds where you’re curious about what we
Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool Read More »
It’s the end of our second review cycle, for the April-June 2020 quarter. The updated ratings have now been published. So we’d like to highlight some trends we’re noticing in fund performance, changes in some key fund ratings and why they happened. We’ll be discussing only those categories/funds which need a mention in terms of
Quarterly review – Which fund ratings have changed in Prime Ratings? Read More »
Our video on this first. If you want to read the Q&A go down. Why this sudden charge of Stamp duty? The stamp duty charge is due to an amendment in The Indian Stamp Act,1899 by Finance Act 2019. It requires collection of stamp duty on all securities market instruments, including mutual funds. It was
Stamp duty on your mutual fund purchases: does it impact you? Read More »
Budget 2019 brought some clarification on how the amounts received by an investor in segregated mutual fund units (also called side-pocketed units) need to be taxed
Prime Q&A: How are segregated mutual fund units taxed? Read More »
In a mutual fund, you make returns in two ways. How are mutual funds taxed for each of these ways? It depends on the nature of return.
How are mutual funds taxed? Read More »
At PrimeInvestor, we love mutual funds and consider them to be an ideal investment vehicle for regular investors. We have several portfolios and recommendations tailored to mutual fund investors.
Here are the key lessons from studying the performance of equity funds in 2019.
How did equity funds perform in 2019? Read More »
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Consequently, there is a need for providing cost-effective research and guidance to a new class of consumers
PrimeInvestor with its totally independent setup and a remarkable team, seeks to do that as a subscription-based, product-first, digital-channel service.
It’s a unique service – so, need a lot of feedback, and a lot of support 🙂
SIP returns are seemingly not up to par in the past several months. Are you better off investing lump sums instead? Not necessarily. To know whether lump-sums or SIPs are better, you need to understand how the two modes of investment work. Lump sums for very long periods work very well if – one, there
Are you really better off investing lump sums? Read More »
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
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