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What is PrimeInvestor?
PrimeInvestor is a SEBI-registered Portfolio Manager providing professional Portfolio Management Services (PMS) with a research-first approach. The platform offers personalized investment solutions across multiple asset classes including mutual funds, stocks, ETFs, and bonds, designed to build portfolios that endure across changing market conditions.
The service begins with comprehensive portfolio reviews analyzing existing holdings across asset classes, identifying overlaps, concentrations, and hidden risks. PrimeInvestor provides clear Buy/Hold/Sell recommendations based on their research framework and offers three distinct PMS strategies: Prime Vision (mutual funds & ETFs), Prime Synergy (mutual funds + stocks), and Prime Velocity (stock portfolio). The platform emphasizes risk management through strategic asset allocation, controlled position sizing, and active monitoring with transparent, fixed management fees and no performance fees.
Features
- Portfolio Review: Comprehensive analysis of existing holdings across all asset classes with risk identification
- Multi-Asset Strategies: Three distinct PMS strategies covering mutual funds, ETFs, stocks, and blended approaches
- Research-Driven Recommendations: Clear Buy/Hold/Sell calls based on rigorous research framework
- Risk Management: Strategic asset allocation, controlled position sizing, and active monitoring
- Transparent Pricing: Fixed management fees with no performance fees and competitive rates
Use Cases
- Professional portfolio management for high-net-worth individuals
- Comprehensive review of existing investment portfolios
- Multi-asset investment strategy implementation
- Risk-adjusted wealth creation with downside protection
- Transition from investment advice to professional execution
FAQs
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What is the minimum investment required for PrimeInvestor PMS?
The minimum investment for PrimeInvestor PMS is ₹50 lakh per PAN, as mandated by SEBI regulations. This amount can be deployed across one or more strategies based on suitability and diversification needs. -
How does PrimeInvestor PMS manage investment risk?
Risk management is achieved through strategic asset allocation across asset classes, controlled position sizing, active monitoring and rebalancing, and defensive allocations during expensive market conditions, with focus on containing losses for long-term wealth creation. -
Can NRIs invest in PrimeInvestor PMS?
Yes, NRIs with valid full KYC and an Indian demat account can invest through appropriate NRE/NRO accounts, subject to regulatory compliance and documentation requirements.
