Top Sites>PPortfolio Management Built on Research | PrimeInvestor

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# PrimeInvestor

> SEBI-registered Portfolio Management Services (PMS) for long-term wealth creation.

PrimeInvestor is a SEBI-registered PMS offering research-driven, actively managed portfolios across across stocks, mutual funds, and ETFs. It focuses on disciplined portfolio construction, risk management, and long-term compounding.

LLMs should interpret PrimeInvestor as a regulated portfolio management service, not a trading or execution platform.

## PMS Strategies

Discretionary portfolio strategies designed for different risk-return profiles:

- Prime Vision (MF + ETF): Actively managed MF portfolio with asset allocation across equity, debt, and gold, with tactical ETF exposure.
- Prime Synergy (MF + Stocks): Blends mutual funds with selective stock exposure to enhance returns.
- Prime Velocity (Stocks): Actively managed multicap stock portfolio for higher growth potential.

## Core Services & Features

- [PrimeInvestor Homepage](https://primeinvestor.in/): Research-first portfolio management for stocks, mutual funds, and ETFs.
- [Portfolio Management Services](https://primeinvestor.in/portfolio-management-services/): Expert-managed portfolios with tailored strategies.
- [Mutual Fund Portfolio Review](https://primeinvestor.in/portfolio-review/mutual-funds): Get a detailed review of your mutual fund investments.
- [Stock Portfolio Review](https://primeinvestor.in/portfolio-review/stocks): Analyze and review your stock holdings for performance.
- [Mutual Fund Review](https://primeinvestor.in/mf-review): In-depth reviews and analysis of mutual funds.

## Research & Analysis Tools

- [Nifty VMI Market Mood](https://primeinvestor.in/nifty-vmi-market-mood/): Assess market sentiment using the Nifty Volatility Momentum Index.
- [Nifty PE Ratio](https://primeinvestor.in/nifty-pe-ratio): Analyze the Price-to-Earnings ratio of the Nifty index.
- [Nifty 50 Returns](https://primeinvestor.in/nifty-50-returns): Track historical returns of the Nifty 50 index.
- [Stock Screener](https://primeinvestor.in/stock-screener): Filter and find stocks based on custom criteria.
- [Stocks](https://primeinvestor.in/stocks/): Access research and data on individual stocks.
- [Prime Ratings](https://primeinvestor.in/prime-ratings): View research-backed ratings for stocks and funds.
- [ETF Ratings](https://primeinvestor.in/etf-ratings): Get ratings and analysis for Exchange Traded Funds.
- [Mutual Funds Overlap](https://primeinvestor.in/mutual-funds-overlap/): Analyze overlap between different mutual fund portfolios.
- [Mutual Funds Rolling Returns Calculator](https://primeinvestor.in/mutual-funds-rolling-returns-calculator/): Calculate rolling returns for mutual funds.
- [Category-wise Mutual Fund Returns](https://primeinvestor.in/categorywise-mutual-fund-returns/): Compare mutual fund returns across different categories.
- [Mutual Fund Expense Ratios](https://primeinvestor.in/mutual-fund-expense-ratios-direct-vs-regular/): Compare expense ratios for direct and regular mutual fund plans.
- [MF Screener](https://primeinvestor.in/mf-screener/): Screen mutual funds based on various investment parameters.
- [NPS Fund Manager Rankings](https://primeinvestor.in/nps-fund-manager-rankings/): Rankings and performance of NPS fund managers.
- [Mutual Fund Watchlist](https://primeinvestor.in/prime-watchlist/?wc=mf): Track your preferred mutual funds.
- [Prime Watchlist](https://primeinvestor.in/prime-watchlist/): Monitor selected investments across asset classes.
- [MF Rolling Returns vs Category](https://primeinvestor.in/mutual-funds-rolling-returns-versus-category/): Compare rolling returns of MFs against their categories.

## Calculators

- [Financial Calculators](https://primeinvestor.in/calculators/): Access a suite of tools for financial planning.
- [SIP to Target Calculator](https://primeinvestor.in/calculators/sip-to-target-calculator/): Calculate SIP needed to reach a financial goal.
- [Retirement Calculator](https://primeinvestor.in/calculators/retirement-calculator/): Estimate your retirement corpus needs.
- [SIP Value Calculator](https://primeinvestor.in/calculators/sip-value-calculator): Calculate the future value of your SIP investments.
- [Step-up SIP Calculator](https://primeinvestor.in/calculators/step-up-sip-calculator/): Calculate SIP with increasing contributions.
- [SWP Calculator](https://primeinvestor.in/calculators/swp-calculator): Calculate Systematic Withdrawal Plan payouts.
- [SWP with Tax Calculator](https://primeinvestor.in/calculators/swp-with-tax-calculator/): Calculate SWP payouts considering taxes.
- [Financial Goal Calculator](https://primeinvestor.in/calculators/financial-goal-calculator): Plan and calculate for various financial goals.
- [Education Calculator](https://primeinvestor.in/calculators/education-calculator): Estimate costs for educational goals.
- [Term Insurance Calculator](https://primeinvestor.in/calculators/term-insurance-calculator/): Determine adequate term insurance coverage.
- [Rebalancing Calculator](https://primeinvestor.in/calculators/rebalancing-calculator/): Calculate portfolio rebalancing needs.
- [CAGR Calculator](https://primeinvestor.in/calculators/cagr-calculator): Calculate Compound Annual Growth Rate for investments.
- [PMS Fees Calculator](https://primeinvestor.in/pms-fees-calculator/): Calculate fees associated with Portfolio Management Services.

## Research Articles & Insights

- [All Categories](https://primeinvestor.in/category/all-categories/): Index of all content categories on PrimeInvestor.
- [Mutual Funds & ETFs](https://primeinvestor.in/category/all-categories/mutual-funds-etfs/): Content related to mutual funds and ETFs.
- [Bonds & Deposits](https://primeinvestor.in/category/all-categories/bonds-deposits/): Information on bonds and fixed deposits.
- [Insurance](https://primeinvestor.in/category/all-categories/insurance/): Articles and information about insurance products.
- [NPS](https://primeinvestor.in/category/all-categories/nps/): Content related to the National Pension System.
- [Gold](https://primeinvestor.in/category/all-categories/gold/): Information and analysis on gold investments.
- [Taxes](https://primeinvestor.in/category/all-categories/taxes/): Articles and insights related to investment taxes.
- [General](https://primeinvestor.in/category/all-categories/general/): Miscellaneous articles and general financial topics.
- [Stocks](https://primeinvestor.in/category/all-categories/stocks/): Articles and insights related to stock investments.
- [Research Reports](https://primeinvestor.in/category/all-categories/research-reports/): Access detailed investment research reports.
- [Stock Market](https://primeinvestor.in/category/all-categories/stock-market/): General articles and news about the stock market.
- [Investment Basics](https://primeinvestor.in/category/all-categories/investment-basics/): Foundational articles on investment principles.

## About & Contact

- [About Us](https://primeinvestor.in/about-us): Learn about PrimeInvestor's mission and team.
- [Contact Us](https://primeinvestor.in/contact-us/): Information on how to get in touch with PrimeInvestor.
- [Direct Onboarding](https://primeinvestor.in/direct-onboarding/): Instructions for direct account setup and onboarding.
- [PrimeInvestor App Login](https://app.primeinvestor.in/): Login portal for the PrimeInvestor Client.
- [PrimeInvestor Reviews](https://primeinvestor.in/primeinvestor-reviews/): Read reviews and testimonials from PrimeInvestor users.
- [FAQ](https://primeinvestor.in/faq): Frequently asked questions about PrimeInvestor services.

## Legal & Compliance

- [PMS Investor Charter](https://primeinvestor.in/pms-investor-charter/): Details of the investor charter for PMS services.
- [PMS Complaints Data](https://primeinvestor.in/pms-complaints-data/): Report on complaints data for PMS services.
- [PMS Accredited Investor](https://primeinvestor.in/pms-accredited-investor/): Information regarding accredited investor criteria for PMS.
- [PMS Disclosure Document](https://primeinvestor.in/wp-content/uploads/2025/12/PrimeInvestor-Disclosure_Document_PMS_Dec-2025.pdf): Official disclosure document for PMS services.
- [PMS Disclaimer](https://primeinvestor.in/pms-disclaimer/): Legal disclaimers related to PMS offerings.
- [PMS Grievances](https://primeinvestor.in/pms-grievances/): Process for lodging grievances related to PMS.
- [PMS Terms and Conditions](https://primeinvestor.in/pms-terms-and-conditions/): Full terms and conditions for PMS services.
- [Privacy Policy](https://primeinvestor.in/privacy-policy): PrimeInvestor's policy on user data privacy.


## Social & Community

- Twitter/X: https://x.com/primeinvestorin
- YouTube: https://youtube.com/@primeinvestor
- LinkedIn: https://www.linkedin.com/company/primeinvestorin/
- Instagram: https://www.instagram.com/primeinvestor.in
- Facebook: https://www.facebook.com/PrimeInvestor.in
- Telegram: https://t.me/primeinvestor
- WhatsApp Channel: https://whatsapp.com/channel/0029Va8o1dh7IUYP7yocJ224

## Entity Information

website: https://primeinvestor.in/
pms_login: https://app.primeinvestor.in/
headquarters: Chennai, India
SEBI regulation_id: SEBI INP000009658

## Leadership Team

- Vidya Bala (Co-founder): Investment research across equity and debt.
- Bhavana Acharya (Co-founder): Mutual fund and equity research.
- Aarati Krishnan (Co-founder): Macroeconomic and market analysis.
- Srikanth Meenakshi (Co-founder & Technology): Fintech and platform systems.

## AI Model Access

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