- SEBI reg.
- INP000009658
- Services
- Discretionary
- Reported
- 30 Sep 2026
Primeinvestor Financial Research
₹174 Cr
Assets under management
217 clients · 7 strategies · 30 Sep 2026
Primeinvestor Financial Research managed ₹174 crore for 217 clients at 30 Sep 2026, across 7 strategies, most of it for domestic individuals and others. In September clients added ₹23.09 crore and withdrew ₹0.11 crore.
Key numbers
- SEBI registration
- INP000009658
- Discretionary AUM
- ₹174 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Prime Velocity | Equity | ₹76.06 Cr | — | — |
| Prime Synergy | Hybrid | ₹42.26 Cr | — | — |
| Prime Vision Growth | Hybrid | ₹22.82 Cr | — | — |
| Prime Vision Ultra | Hybrid | ₹19.41 Cr | — | — |
| Prime Vision Max | Equity | ₹10.48 Cr | — | — |
| Prime Vision Balanced | Hybrid | ₹2.84 Cr | — | — |
| Prime Liquid | Debt | ₹0 | — | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 202 | ₹155 Cr |
| Non-resident Indians | Discretionary | 13 | ₹11.84 Cr |
| Domestic corporates | Discretionary | 2 | ₹7.27 Cr |
Flows
- Inflow, Sep 2026
- ₹23.09 Cr
- Outflow, Sep 2026
- ₹0.11 Cr
- Net, Sep 2026
- ₹22.98 Cr
- Inflow, FY to date
- ₹137 Cr
- Outflow, FY to date
- ₹7.03 Cr
- Net, FY to date
- ₹130 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Primeinvestor Financial Research manage?
₹174 crore for 217 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Primeinvestor Financial Research have?
217 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Primeinvestor Financial Research offer?
It reported 7 to SEBI for 30 Sep 2026: Prime Velocity, Prime Synergy, Prime Vision Growth, Prime Vision Ultra, Prime Vision Max, Prime Vision Balanced, Prime Liquid.
Is Primeinvestor Financial Research registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000009658.
Has Primeinvestor Financial Research had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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