mutual funds

Quarterly review – changes in Prime Funds, our fund recommendations

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 …

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Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool

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 …

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Quarterly review – Which fund ratings have changed in Prime Ratings?

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 …

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Stamp duty on your mutual fund purchases: does it impact you?

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 …

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Mutual funds

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.

Why PrimeInvestor

The financial services marketplace is getting reshaped by three forces – a push to financialization, increasingly complex products, and digitization leading to the emergence of self-serve customers
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 🙂

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