Built on Research. Focused on Managing Wealth.
PrimeInvestor Financial Research Private Limited ("PrimeInvestor" or "the Company") is a SEBI-registered Portfolio Manager, registered with the Securities and Exchange Board of India ("SEBI") under Registration No. INP000009658. The firm's PMS builds portfolios. The firm combines the right mix of stocks, mutual funds and other assets into portfolios designed to compound over the long term. Three veteran investors with nearly 6 decades of combined experience — from institutional research to robo-advisory to portfolio management. Not salespeople. Not intermediaries. Researchers who manage money.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
PRIME VELOCITY
PRIME SYNERGY
PrimeInvestor Financial Research Private Limited
On SEBI's register as on 1 Nov 2026. Check SEBI's register
Vidya Bala
Chief Investment Officer
Built India's first robo-advisory. Managed hundreds of portfolios. 20+ years of institutional investment research across equity and mutual funds, known for long-term conviction-based calls and deep understanding of direct plan fund selection.
Bhavana Acharya
Co-Founder
16+ years of expertise in risk-adjusted returns and strategic portfolio construction. Leads earnings quality assessment, sector deep-dives, and investment thesis documentation — ensuring every holding in the portfolio earns its place.
Aarati Krishnan
Head of Advisory
Led the portfolio division of a premier Indian business newspaper for over two decades. 30+ years of multi-cycle expertise in equity markets and macroeconomics — with rare depth in how markets behave across business cycles, recessions, and recoveries.
Srikanth Meenakshi
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
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