# Portfolio Management Built on Research | PrimeInvestor > Markdown mirror of DialtoneApp's public top-site detail page for `primeinvestor.in`. URL: https://dialtoneapp.com/top-sites/primeinvestor.in/index.md Canonical HTML: https://dialtoneapp.com/top-sites/primeinvestor.in ## Summary - Domain: `primeinvestor.in` - Website: https://primeinvestor.in - Description: ai readable | score 20 | purchase read only - Label: ai_readable - Payment surface: Not available - Purchase boundary: read_only - Control boundary: unknown - Rank: 238118 ## robots ~~~text User-agent: * Allow: / Sitemap: https://www.primeinvestor.in/sitemap_index.xml ~~~ ## llms ~~~text # 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 openai: allow anthropic: allow google: allow meta: allow perplexity: allow microsoft: allow deepseek: allow *: attribution = required --- ~~~ ## llms-full Not found.