PrimeInvestor

Add your mutual fund and stock holdings, and PrimeInvestor reviews each one. You see what to keep, what to watch and what to exit, with the reasons behind each call.

PORTFOLIO REVIEW
• Mutual funds: compare each fund with its category and benchmark, find overlap between your funds, and see where our research team stands on each one.
• Stocks: check each stock for quality, valuation and how much of your portfolio it takes up.
• Each review ends with a short list of actions you can take.
• Import holdings through your CAS statement or by adding them manually.

FOR PMS CLIENTS
• Track holdings, returns and transactions for your Prime Vision, Prime Synergy or Prime Velocity portfolio.
• Download statements and reports.
• Contact us from the app.

RESEARCH AND ARTICLES
• Read every PrimeInvestor article: fund reviews, stock analysis, market commentary and personal finance guides.

ABOUT PRIMEINVESTOR
PrimeInvestor is a SEBI-registered Portfolio Manager (INP000009658) based in Chennai. We began in 2020 as an independent research firm, and the team behind us earlier built FundsIndia. We recommend direct plans and take no commissions from fund houses.

Investments in the securities market carry market risk. Read all related documents before you invest. Past performance does not indicate future returns. SEBI registration does not guarantee the performance of the intermediary or any return to investors.

Recent changes:
What's new in 1.1:
• A redesigned Portfolio Review: connect your mutual funds or broker in a few steps, and see clearly which holdings are up to date
• Include your PrimeInvestor PMS holdings in your review, with PMS-held funds and stocks marked
• 13 brokers supported, including HDFC Securities, Paytm Money, HDFC SKY, SMC Global and Stoxkart
• Refreshed Prime PMS pages and Home
• Tapping a notification now opens the right article
• Better dark mode and many fixes