• FREE CONSULTATION
Let’s talk before you invest a single rupee.
A 30-minute call with our team — no pitch decks, no hard sell. Just an honest conversation about your goals and whether PMS is the right fit for you.
Request a Free Consultation
A few details to get started. Takes less than a minute.
What we cover in 30 minutes.
We’ve designed this call so you walk away with genuine clarity on what we do at PrimeInvestor PMS and whether it is right for you.
We draw your financial picture
We start by understanding where you are — existing stocks or mutual funds, ongoing SIPs, your approach to investing and more. We don’t suggest anything until we understand you.
We understand your goals
What are you investing for — wealth preservation, aggressive growth, legacy building, or something else? We assess your risk, your investment horizon and expectations before we make any suggestions.
Honest PMS suitability assessment
We tell you plainly whether PMS is right for you. If your corpus or timeline doesn't fit, we'll say so and suggest what might serve you better. If PMS is a fit, we walk through which of our three strategies — Vision, Synergy, or Velocity — aligns best.
Your questions — all of them
We value transparency! Fees, liquidity, how we handle drawdowns, how you can track your portfolio — get all your questions clarified. This is your time to interrogate us.
• HOW IT WORKS
From your first click to portfolio live.
Discovery Call
Speak with our team to understand PMS & how it suits you
Online KYC
We process your KYC. You sign the PMS agreement. All online, end-to-end!
Account Setup
We set up your PMS account, including a dedicated demat account.
Fund Transfer
Your account is live! Transfer funds for your portfolio & we’ll begin investing.
Dashboard & reports
24/7 dashboard access to track your portfolio, a dedicated relationship manager.
Ready to have that conversation?
₹50 lakh minimum · SEBI Registered · No sales commission, ever
• WHY PRIMEINVESTOR
Not just another PMS. Here's how we're different.
Multi-asset strategies, disciplined risk management, and portfolios built to last — not just to chase returns.
- Wisdom over theory
Our experience over multiple market cycles drives portfolio decisions — never spreadsheet theories or autopilot investing.
- Multi-asset choices
- Simple & fair fees
Fixed % fee based on AUM. No performance fee, no hidden charges, no commissions. Just a transparent fee structure that is aligned with your long-term wealth creation. We grow only when you grow.
- Risk management
Risk management is our core philosophy. We balance growth with risk protection through disciplined sizing, phased deployments, and timely rebalancing.
- Full transparency
Live 24×7 dashboard access. Every holding, transaction, and cost charges made in your portfolio will be visible to you.
• FAQs
Questions investors actually ask us.
You'll receive a calendar invite with the video call link. Before the call, we may send a brief note on what to expect. After the call, we send a written summary — what we discussed, any strategy we'd suggest, and materials for your review. You decide what happens next.
Onboarding is done online. Typically, it takes 5–7 working days to complete the process. This includes KYC verification, signing the PMS agreement, and transferring funds or securities. We walk you through each step and handle the procedural requirements - with some assistance from you where needed.
We charge a fixed percentage of your AUM as our management fee. The exact fee percentage depends on the strategy you choose and the amount you invest. We'll walk through our fee structure in full during the call.
Many PMS providers charge a fixed fee + performance fee (typically 10–20% above a hurdle). Our fixed % fee model means we don't take a cut of your upside, and we have no incentive to churn your portfolio.
As per SEBI regulations, the minimum investment for Portfolio Management Services in India is ₹50 lakh. This can be through a fresh infusion of cash or through transfer of securities, or a combination of the two.
